Contract Information

Field	Contract Information Descriptions
Contract Name	Indicates the contract name.
Effective Date	Indicates the date that the contract becomes effective.
Expiration Date	Indicates the date that the contract becomes expired.

Help Guide for NextGen® Enterprise PM 8

Contract Information

The fields in this section are required. NextGen® Enterprise PM uses the dates to determine whether to apply the contract rules to a date of service. Field Contract Information Descriptions Contract Name Indicates the contract name. Effective Date Indicates the date that the contract becomes effective. Expiration Date Indicates the date that the contract becomes expired. Parent topic: General Tab of Contract Library Maintenance

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Provider Information

You can view the following patient provider information in the Provider tab under Patient Information: Provider Name name of the primary care provider. Speciality Displays the speciality of the primary care provider. Eff date Displays the date when the provider became the primary care provider. Exp Date Displays the date the provider ceased to become the primary care provider. Exp Reason Displays the reason the provider ceased to be the primary care provider. You can modify the provider information using the Provider tab of the Modify Patient Information window. For more information about patient provider, go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen® Enterprise PM. Set up Primary Care Providers for Patients You can use the Update Patient Information window to set a primary care provider for a patient. Parent topic: Managing Patient Information in charts

Help Guide for NextGen® Enterprise PM 8

Closing Out

During the closing process, manual or automatic, NextGen® Enterprise PM stamps each charge and transaction with a process date. When you perform the Closing Process, any financial aspects of the charges dated before the current processing date can no longer be modified. You can, however, still change: Rendering physician Modifiers Place of service Applying a date stamp, such as the process date, allows accurate financial reporting on daily, monthly, quarterly and yearly basis. Activate Auto Close The Auto Close process occurs every night when the system calendar date changes on the database server. You can activate auto close in NextGen® Enterprise PM. Manual Practice Closing Closing an application manually enables you to extend the process date and delete charges. Daily Balancing for the Front Office and Back Office Daily balancing reports helps you perform front office and back office functions.

Help Guide for NextGen® Enterprise PM 8

General Tab of Contract Library Maintenance

The General tab of Contract Library Maintenance window consists of the following sections: Contract Information Contract Defaults Alerts and Edits Allowed and FFS/Balance Distribution Automatic Adjustments General Information fields NextGen® Enterprise PM uses the General Information tab fields to determine the contract rules. It contains options that enable you to set informational alerts, information about co-payments, co-pay amounts, alerts, allowed and FFS/balance distribution, and automatic adjustments. Contract Defaults Alerts and Edits Allowed and FFS/Balance Distribution Automatic Adjustments Parent topic: Access Contract Library Maintenance

Help Guide for NextGen® Enterprise PM 8

Filter Dates

You can filter reports in NextGen® Enterprise PM to include data within a specified date range. The following types of dates can be used as filters on the Filter 1 tab of the Report Filter window. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates The Filter 1 dates vary for each report. For example, charge date filters are available on the Daily Charges report and claim dates filters are available on the Claim Requests report. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Filter Dates

You can filter reports in NextGen® Enterprise PM to include data within a specified date range. The following types of dates can be used as filters on the Filter 1 tab of the Report Filter window. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates The Filter 1 dates vary for each report. For example, charge date filters are available on the Daily Charges report and claim dates filters are available on the Claim Requests report. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates Parent topic: Setting Report Columns and Filters

Contract Information

Recommendations

Contract Information

Viewing Patient Provider Information

Closing Out

General Tab of Contract Library Maintenance

Filter Dates

Filter Dates

Contract Information

Viewing Patient Provider Information

Closing Out

General Tab of Contract Library Maintenance

Filter Dates

Filter Dates