Locality Tax Rate

File Maintenance Help for NextGen® Enterprise 8

Set Up Tax Rates

In the CPT4 Codes master file, define a CPT4 code to use as a tax line item charge. For example, you could define procedures for state sales tax, city sales tax, country sales tax, and local sales tax. You must define codes to use as tax charges for the default Tax Rate library. Note: You will need to create SIM codes for each level of sales tax, such as state, country, local, that could apply. Five levels of locality tax rates are as follows: State Tax % County Tax % City Tax % City Local Tax % County Local Tax % If necessary, define codes to use as tax charges for specific locations that will not use the default Tax Rate library (for example, locations within states that apply tax rates according to unique tax rules for that location). In the Service Items library that will be used when charges are posted for the practice, create a new SIM if necessary (or select an existing one) and attach the tax rate CPT4 code from step 1 to the SIM in the CPT4 Code field. Note: If the default tax

File Maintenance Help for NextGen® Enterprise 8

Location Tax

Use the Location Tax master file to enter the sales tax rate on NextGen Optical Management-related items for a location. From the Master Files - Optical Management list, select Location Tax. The Location Tax List window opens with all of the locations listed from the Locations master file. To add or modify sales tax rate, select the location in the list, select Open Menu, and then select Open. The Location Tax window opens. In the Tax column, enter the sales tax rate for each category item. You can specify up to three digits after the decimal point for the tax rate. If you want to hide the item in the list or remove it from tax calculations, set its value to 0.000%. Select OK. Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Tax Exemption Setup for Locations

In File Maintenance, select Libraries > Tax Exemptions. The Tax Exemption List window opens. Select open menu button , and then select New. The Tax Exemption Library window opens. Select the Location tab, and then define which sales tax charges are exempt for the listed SIM codes. In the Tax Exempt SIMs section, select open menu button , and then select New to search for a SIM. The Tax Exempt SIMs Setup window opens. In the Service Item # field, select a SIM code that you want to specify sales tax exemptions for. The associated CPT4 code and description automatically display in the CPT4 Code and Description fields. Enter dates in the Effective Date and Expiration Date fields. Select one or more locations where the SIM has sales tax exemptions. Select in the field below each Tax Exempt field to select which sales taxes the SIM is exempt from. A displays in the field to indicate that the tax does not apply. Select Next to select another SIM and repeat the previous steps or select OK to r

Help Guide for NextGen® Enterprise PM 8

Set Up Sliding Fee Details

A sliding fee schedule master file consists of one or more detailed sliding fee schedules. Each detailed sliding fee schedule is created with specific parameters such as sliding fee mode, CPT®4 code ranges, and service locations. It also includes a grid that defines the discount percentages based on family size and annual income. If you are a system administrator, you can add or modify a cost estimation sliding fee schedule. In File Maintenance, open System Master Files > PM > Sliding Fee Schedules. The Sliding Fee Schedules List window opens. Select the desired sliding fee schedule master, select open menu , and select Open. The Sliding Fee Schedule Maintenance window opens. In the Sliding Fee Schedules section, do one of the following: To add a sliding fee schedule, select open menu and select New. To modify an existing sliding fee schedule, select the item in the list, select open menu and select Open. The Sliding Fee Schedule Detail Maintenance window opens. Sliding Fee Schedule De

File Maintenance Help for NextGen® Enterprise 8

Zip Codes

The ZIP Codes master file contains detailed information that is updated regularly. You can create additional ZIP Codes if they do not already exist by creating them: in the master file. on the fly while you are entering patient or person information in an application such as NextGen® Enterprise PM. This master file saves you time during data entry because when you enter an existing ZIP Code for an address, the associated information (city, state, country, and county) automatically fills in for the remaining fields. To maintain ZIP Codes: Open the list of master files. Select ZIP Codes. The Zip Codes List window appears. Do one of the following: To add a new item, select Open Menu , and then selectNew. 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 ZIP Code Information window opens. Specify the values in the Add/Modify Zip Code Information window. Field Descriptions in the Add o

File Maintenance Help for NextGen® Enterprise 8

Credentialing Tab

The Credentialing tab in the Location and Provider master files enable you to track the credentials, such as certificates and licenses, of your locations and providers. You can report on credentialing for Locations in the Location master file report by selecting credentialing-related columns. You can also report on Providers in the Provider With Credentialing report on the Providers master file. Create the credentials in the Credentialing master list. Open the appropriate location or provider master file, and then select the Credentialing tab. Do one of the following: To add a new credential, select Open Menu, and then select New. To modify a credential, select it in the list, select Open Menu, and then select Open. The Credentialing window opens. In the Effective Date field, enter the date that the credential becomes effective. In the Expiration Date field, enter the date that the credential expires. In the Credentialing Type field, select the type of credential. Note: These types are

Locality Tax Rate

Recommendations

Set Up Tax Rates

Location Tax

Tax Exemption Setup for Locations

Set Up Sliding Fee Details

Zip Codes

Credentialing Tab

Set Up Tax Rates

Location Tax

Tax Exemption Setup for Locations

Set Up Sliding Fee Details

Zip Codes

Credentialing Tab