NextGen Knowledge Center

Allowing Patient Procedure Trigger to Modify Locked Encounter Charges

In NextGen® Enterprise EHR, you can allow the patient procedure trigger to add, modify, or delete charges (CPT codes) for encounters in a locked status. You might want to allow this action, for example, if some offices or specialties provide care to a patient over a period of time. Because the cost of care cannot be accurately predicted, these offices or specialties would need to hold the charge (CPT code) until the clinician determines the patient’s specific treatment regimen is complete. When the trigger is allowed to modify charges, users can associate all charges throughout the course of a case with one specific encounter regardless of the encounter lock status instead of the users submitting each charge on independent encounters. The practice can consolidate all procedures onto one encounter that will be used for billing in NextGen® Enterprise PM. Other encounters used to document care over the course of treatment can be marked as clinical-only to support clinical documentation and not display in NextGen® Enterprise PM.

To allow the patient procedure trigger to modify charges for locked encounters

  • In the Encounters Practice Preferences, select the Enable In Progress billing status check box, and then select the Allow Execution of EHR procedure trigger against locked encounter check box.