Collection Agencies

File Maintenance Help for NextGen® Enterprise 8

Add or Modify Diagnosis Statuses

The Diagnosis Statuses master file enables you to set up the statuses for diagnosed conditions based on user-defined criteria. This master file provides a complete list of statuses of diagnosed conditions in the database. This is a user-defined table. From the Master Files - System list, select Diagnosis Status. The Diagnosis Statuses List window opens. Do one of the following: To add a new item, select open menu , and then select New. To modify an existing item, select the item in the list, select open menu , and then select Open. You can also double-click to open the item. The Add/Modify Diagnosis Status Information window opens. Enter a full description of diagnosis status in the Description field. Note: It is strongly recommended that you set up the first record for status with a description like None or something similar. Having this "blank" record as the first record in the table enables users to not select a status if they choose to do so. Enter the diagnosis category informatio

Help Guide for NextGen® Enterprise PM 8

Change the Collection Agency on Bad Debt Encounters

The collection agency can be changed on encounters in Bad Debt status, if needed. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria display in the Matching Records section of the window. Select Matching Records, and then double-click the patient. The Patient Chart window opens. Select the Encounters tab. Select Encounters, and then select an encounter in Bad Debt status. In the Collect Agency section at the bottom of the tab, select the Open Record icon. The Agency Bad-Debt Maintenance window opens. Modify the Collection Agency field, if needed. The effective date cannot be modified. To save changes and close the window, select OK. The change appears in red text on the General sub-tab of the Patient Chart > Encounters tab for the bad debt encounter. Parent topic: Processing Pre-Listed Encounters to Bad Debt

Help Guide for NextGen® Enterprise PM 8

Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report

Open NextGen® Enterprise PM. From the File menu, select Processes, and then Bad Debt. The Agency Bad-Debt Process window opens. Select the Collection Agency to include the pre-listed encounters in the report. Note: All the collection agencies are selected by default. Clear one or more agencies if they are not to be included on the report. Select the effective date for pre-listed encounters to be included in the report. The default is the current system date and it can be changed if needed. All encounters with a pre-list effective date on or before the date appear on the report. To continue without previewing the report, select OK. A message appears stating that you are about to change the encounter status to bad debt. To continue, select Yes. The message appears stating that the bad debt process is completed. To close the message, select OK. Parent topic: Processing Pre-Listed Encounters to Bad Debt

Help Guide for NextGen® Enterprise PM 8

Pre-List Encounters from the Account Profile

When you are pre-listing encounters for bad debt from a guarantor’s Account Profile, you can select encounters for one or more patients at the same time. For example, encounters for multiple family members that are all linked to the same guarantor. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria fields to search the account. Select Find. All existing accounts that match the search criteria appear in the Account List section. Select Account List, and then double-click to open the account. The Account Profile window opens. Select the Encounters Detail tab. Select a patient or an encounter to be pre-listed for bad debt. Right-click and select Pre-List, and then select Open. The Pre-List Multiple Encounters From Account window opens. If you select a patient before selecting Pre-List > Open from the menu, all eligible encounters for the account are displayed. You can select an encounter and add to the pre-list for bad debt. If you select a

File Maintenance Help for NextGen® Enterprise 8

Add Collection Agency Information Field Descriptions

Use the following table to set up your collection agency information. Field Description Collection Agency Name Enter the name of the collection agency. Address/ City/ State/ Zip/ Country/ County The first space is for street number and name. The second space is for other address details such as suite number. If the ZIP code table is set up, you can enter the ZIP code, and the city, state, county, and country automatically display. Phone/Fax Number Enter the phone and fax number. Contact Enter the contact name of the collection agency. E-Mail Address Enter the e-mail address of the collection agency, if applicable. Note Enter any additional information. Parent topic: Collection Agencies

Help Guide for NextGen® Enterprise PM 8

Processing Pre-Listed Encounters to Bad Debt

When the Encounters Pending Bad Debt report is reviewed, and only pre-listed encounters that are turned over to a collection agency remain on the report, those encounters can be processed to Bad Debt. You can process pre-listed encounters to bad debt in two ways: From the Encounters Pending Bad Debt report. This is the preferred method to do a final review of the pre-list report and/or to save a copy of the final pre-list report before processing encounters to bad debt. Without using the Encounters Pending Bad Debt report. This is the preferred method if a final review of the pre-list has already been done and a copy of the pre-list has already been saved. Process Encounters to Bad Debt from the Encounters Pending Bad Debt Report You can process encounters to bad debt from the Encounters Pending Bad Debt report. Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report Encounters in Bad Debt Status Pre-Listed Encounters Excluded from the Bad Debt Process Encou

Collection Agencies

Recommendations

Add or Modify Diagnosis Statuses

Change the Collection Agency on Bad Debt Encounters

Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report

Pre-List Encounters from the Account Profile

Add Collection Agency Information Field Descriptions

Processing Pre-Listed Encounters to Bad Debt

Add or Modify Diagnosis Statuses

Change the Collection Agency on Bad Debt Encounters

Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report

Pre-List Encounters from the Account Profile

Add Collection Agency Information Field Descriptions

Processing Pre-Listed Encounters to Bad Debt