Additional In Progress Status Security Rights

File Maintenance Help for NextGen® Enterprise 8

Making the Convert In Progress Check Box Visible in Encounter Maintenance

To allow NextGen® Enterprise PM users to change the In Progress status of an encounter, you must display the Convert In Progress check box on the Create Encounter and Encounter Maintenance windows. The check box is a mechanism that, when it is not selected, prevents In Progress encounters from converting to Unbilled. Once the Convert In Progress check box is selected, the system releases a hold on the encounter and allows the encounter to be converted to Unbilled in NextGen® Enterprise PM. Only users with the appropriate security right can select the Convert In Progress check box either: manually on the Create Encounter and Encounter Maintenance windows. by using a template field with a convert-in-progress indicator in NextGen® Enterprise EHR. The Convert In Progress check box can be controlled in NextGen® Enterprise EHR and through Template Editor to allow the clinician to sign off that everything is ready for the encounter to convert to Unbilled, thereby releasing the Encounter. To d

File Maintenance Help for NextGen® Enterprise 8

Setting the Default Status of New Encounters to In Progress

Depending on your kind of practice, you might prefer that all new encounters are created with the In Progress status set by default instead of users manually setting the status. Then, whenever a user creates an encounter, the In Progress check box will be automatically selected on the Create Encounter window. Users cannot clear the In Progress check box unless they change the selection in the Encounter Types field to only Billable. Some encounters, such as point-of-sale, do not require an In Progress status. By changing the encounter type to Billable, the front office can then enter charges for the encounter. Because point-of-sale encounters are NextGen® Enterprise PM-only, setting the encounter type to Billable prevents the point-of-sale encounter from displaying in the NextGen® Enterprise EHR. You can set the new encounter status default to In Progress in the Encounters Practice Preferences, select the Enable In Progress billing status check box, and then select the Default all new e

File Maintenance Help for NextGen® Enterprise 8

In Progress Status Significant Event

When a process converts an encounter status from In Progress to Unbilled, the Encounter Status Change significant event records the status change. The event displays on the Balance Control and the Encounter Insurance Selection windows as Encounter Status Change - Encounter: <encounter number> from: <previous status> to <current status>. For other status changes recorded by this significant event, refer to the Significant Events List below: Below is the list of all significant events that you can set up inNextGen® Enterprise PMand in the System Administrator application. The events are categorized by enterprise, practice, and system levels. Note: You can report on all of the significant events inNextGen® Enterprise PMandNextGen® Enterprise EHR. Enterprise Level Significant Events Field Description Address Changed Via "Change of Address Update" Process Tracks address changes that occur due to the Change of Address Update process (InNextGen® Enterprise PM,File > Processes > Change of Addr

File Maintenance Help for NextGen® Enterprise 8

Enable In Progress Billing Status

When the In Progress billing status is enabled, the status and all related features become available in NextGen® Enterprise EHR and NextGen® Enterprise PM. Note: Once you turn this feature on, you cannot turn it off. In the Encounters Practice Preferences, select the Enable In Progress billing status check box. A message displays so you can confirm that you want to enable the billing status. Select OK. When this check box is selected, the following check boxes below it become enabled in the Encounters Practice Preferences: Default all new encounters to In Progress Allow Execution of NextGen® Enterprise EHR procedure trigger against locked encounter Use Convert In Progress Indicator Enable Recurring Rental Billing Parent topic: In Progress Billing Setup

File Maintenance Help for NextGen® Enterprise 8

In Progress Billing Setup

The In Progress encounter status represents work or care that has not been completed and, therefore, would not be stated in the accounts receivables. For example, you could use the status to represent orthotic or prosthetic devices that are not yet completed or for pre-paid patient care that is not yet administered. When NextGen® Enterprise PM users enter charges and transactions for an In Progress encounter, those items will contain blank process dates and, therefore, cannot officially be included in the financials and cannot be part of the receivables. After a user creates an encounter in an In Progress status, a process can change the status from In Progress to Unbilled, which is the normal status for an encounter that has yet to go through billing and produce a claim. When the status changes to Unbilled, all charges and transactions entered for the In Progress encounter become posted and the system sets the processing and closing dates on the transactions and charges. If there is a

File Maintenance Help for NextGen® Enterprise

Set Security Rights for In-Progress Billing Status

The security rights associated with the In Progress billing status allows you to control the following user rights: Set new encounters to In Progress status. Change the In Progress status of encounters. Recalculate charges in In Progress encounters. Open System Administrator, and then select the enterprise and user. Select Rights > Operations > Encounters. Select access rights for the following: In Progress Indicator on New Encounter – Allows users to manually set the status on new encounters to In Progress in the Create Encounter window. Convert In Progress Batch Process – Allows users to change the status of multiple encounters from In Progress to Unbilled. Users can right-click encounters in the Encounter Lookup window and then select Convert in Progress to Unbilled. Convert In Progress Demand Process – Allows users to change the encounter status from In Progress to Unbilled. Users can right-click an encounter on the Encounters tab on a patient chart and then select Convert in Progr

Additional In Progress Status Security Rights

Recommendations

Making the Convert In Progress Check Box Visible in Encounter Maintenance

Setting the Default Status of New Encounters to In Progress

In Progress Status Significant Event

Enable In Progress Billing Status

In Progress Billing Setup

Set Security Rights for In-Progress Billing Status

Additional In Progress Status Security Rights

Making the Convert In Progress Check Box Visible in Encounter Maintenance

Setting the Default Status of New Encounters to In Progress

In Progress Status Significant Event

Enable In Progress Billing Status

In Progress Billing Setup

Set Security Rights for In-Progress Billing Status