Charge Entry Options
The following table describes the options available on the Charges tab of the Charge Entry Practice Preferences.
| Field | Description |
|---|---|
| Prevent charge rendering physician modifications after practice closing | Select this option to prevent users from changing a charge's rendering physician if the charge was created before the closing date. Note that the charge create date does not have to be the encounter date; a charge can be added after practice closing and the rendering does not lock down until the practice closes again. You can still add a rendering physician if no rendering physician has been entered for the charge. |
| Prevent charge referring physician modifications after practice closing | Select this check box to prevent users from changing the charge's referring provider on an encounter after practice closing. This check box only affects voidable charges.
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| Prevent charge additional provider modifications after practice closing (default if the Addl Provider field is selected) | To activate this check box, you must select the Addl Provider check box. Select this check box to prevent users from changing the charge's additional provider on encounters after practice closing. |
| Prompt when voiding a charge with transactions | Select this option to prompt users when they are voiding a charge with transactions. When this option is selected and there are transactions associated with a charge that do not net to zero, then the user sees a warning that they are about to void a charge with associated transactions. The user can choose to continue. If this option is not set, then the normal warning displays to the user asking him or her to confirm the void. |
| Allow future charges to be entered | Select this check box to allow a service date greater than the system date ("today") to be entered on the Charge Posting window. |
| Default only primary diagnosis on charges | Select this check box to set the primary diagnosis for an encounter default to the Charge Posting window. This box controls how diagnoses default to charges. This check box controls defaulting diagnoses in the following ways: If this box is selected, the primary diagnosis for an encounter is defaulted to the first charge. The diagnoses for subsequent charges for that encounter default from the previous charge. If this box is not checked, the top four diagnoses for an encounter are defaulted to the first charge. The diagnoses for subsequent charges for that encounter default from the previous charge. |
| Do not allow free text referring provider | Select to prevent users from typing a provider name in an applicable field. Instead, users must choose the provider from a list that is set up in the System Master Files for Providers. |
| Prompt to flag charge for rebill | If this option is selected and a user updates a billed charge, the user will be prompted to manually flag the charge for rebill. If this option is not selected, the charge is automatically flagged for rebill. The Rebill Encounter check box on the Balance Control window in NextGen® Enterprise PM is automatically selected. |
| Allow auto adjustment when charge amt overridden | Select this check box so that when a user creates a new charge that is set up for auto adjustment and then overrides the price, the auto adjustment is created anyway. If this check box is not selected and a user creates a new charge that is set up for an auto adjustment and overrides the price, then the auto adjustment does not occur. |
| Additional Provider (and field caption) | Select this check box to enable users to add an additional provider at the charge level for reporting purposes. The Additional Provider field is commonly used when referring to a Physician Assistant, Midwife, or Nurse Practitioner within the practice. First, select this check box to add a field to the Charge Posting window so that users can add an additional provider. Then, the default caption for the added field on the Charge Posting window is Mid-level. To change the field caption to best represent the additional providers in your practice, enter another name in the Addl prov field. Finally, select one of the following to determine the type of providers users can select from for the field: Practice renderings: to show the additional providers that are set up as rendering physicians in the current practice. All providers: to show all providers that are listed in the Provider master file. |
| Maximum extended charge amount | Select this check box and then enter a maximum charge amount in the associated field to prevent users from manually entering a line item charge in NextGen® Enterprise PM Charge Posting that is higher than that amount. Then, if a user manually enters a charge line item in an amount that exceeds the Maximum extended charge amount value, NextGen® Enterprise PM displays a warning and does not save the charge amount. |
| EHR manual charge processing | If you select this check box, you must also select the EHR manual charge processing check box in tab. Select this check box to hold charges sent from NextGen® Enterprise EHR until the biller processes them in the NextGen® Enterprise PM Charge Entry window. It also enables you to generate reports from the reconciliation process. If both the Enterprise and Practice Preferences EHR manual charge processing check boxes are selected when you open the Charge Entry window in NextGen® Enterprise PM, a message prompts you to accept the charges that were added in NextGen® Enterprise EHR. If you select Yes, all the charges are loaded from the Charge Holding Tank into the NextGen® Enterprise PM Charge Posting Entry window. If you select No, the charges go away and you are not prompted for them again. This check box also determines how you apply unapplied encounter credits. |
| External manual charge processing | If you select this check box, you must also select the External manual charge processing check box in tab. Select this check box to hold charges in the Charge Holding Tank that were sent from third party applications through the HL7 Interface. The charges are held until the user processes them in the NextGen® Enterprise PM Charge Entry window. This option also enables you to generate reports from the reconciliation process. |
| Charge Holding Tank Processing Order | Set the code range rules that determine the order that incoming NextGen® Enterprise EHR and external (HL7) charges are processed by NextGen® Enterprise PM. The NextGen® Enterprise EHR charges listed on the Process Pending Charges window are ordered first by encounter number and then by the sequence rules set up here. Incoming charges from an interface that go into the holding tank are processed in the order set up here when you accept them. |
| Display tooth, surface, quadrant | Select this check box to display the dental-related fields ( Tooth, Surface, Quadrants) on the Charge Entry window when users enter charges. |
| Display referring providers | Select this check box to display the referring providers in NextGen® Enterprise PM Charge Posting. This field can be used in conjunction with the Prevent charge referring physician modifications after practice closing field described earlier in this table. NextGen® Enterprise PM displays referring providers for charges received from other applications only when the Display referring providers option is selected. |
| Allow multiple tooth surfaces | Select this option to select more than one surface for a single tooth on the Charge Entry window. |
| Display batch information | Select this check box to display the Batch Info field on the Charge Posting window so that users can enter information that can be used for batch charge entry. |
| Differentiate Risk Adjusted diagnoses | You can distinguish risk adjustment diagnoses from regular diagnoses. Select the Differentiate Risk Adjusted diagnoses check box to have the Risk Adjust Indicator display on the Add/Modify ICD Code Information window. Then, set the Risk Adjustment Indicator. |
| Overwrite NextGen® Enterprise PM narrative with NextGen® Enterprise EHR notes | Select this option to, at charge creation, overwrite the NextGen® Enterprise PM narrative, including the SIM narrative if one exists, with the notes from NextGen® Enterprise EHR so the information can be used on claims. |
| Default place of service from previous charge | Select this option so that when a user changes the place of service for a new or existing charge, the place of service becomes the default used for subsequent charges during a Charge Posting session only for the current encounter.
If this check box is cleared, then the default place of service from the service item library is used. |
| Derive place of service from encounter facility | If you select this check box, then while a user enters the charges in NextGen® Enterprise PM during charge entry, the place of service is determined by the Facility field on the tab instead of the Service Location field. If the check box is cleared, then the Service Location field is used. |
| Remove charge diagnoses when voiding a charge | Select this check box if you want all diagnoses attached to a charge to be removed when the charge is voided. |
| Enable discounts in charge entry | Select this check box to enable charge discounts functionality from the Charge Posting screen.
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| Apply patient discount to patient balance only | Select this check box to calculate patient discounts based on the Patient Amount on the charge, not the Original Charge Amount. If this check box is not selected, patient discounts are calculated based on the Original Charge Amount, not the Patient Amount on the charge. Payer discounts are always calculated based on the Original Charge Amount, regardless of this setting. |
| Calculate extended amount on overridden charges | If this check box is selected: When the charge Quantity is greater than 1 and an Override price is entered, the Extended amount is recalculated for the charge. For example, if Quantity = 2 and Override price = $50.00, then Extended amount = $100.00 If this check box is not selected: When the charge Quantity is greater than 1 and an Override price is entered, the Extended amount is not recalculated. For example, if Quantity = 2 and Override price = $50.00, then Extended amount = $50.00. |
| Maximum number of encounters to show in encounter list | Enter the number of the most recent encounters to list in the Encounter field in Charge Posting. For example, if you enter 50, the field lists the patient's last 50 encounters. The default number is 500. If you enter zero, the field lists all the patient encounters. |
| Single base unit Anes. Charge per encounter | Select this check box to save anesthesia base units only on the first charge line. For correct billing and claims when using the Anesthesia Library, must be enabled (checked) |