Omitting In Progress Encounters from Budget Plans

File Maintenance Help for NextGen® Enterprise 8

Omit In Progress Encounters from Statements

In Progress encounters, by default, appear on statements. If an In Progress encounter is excluded from them, it does not appear on any statements until the encounter status converts to an Unbilled status. You can omit encounters with In Progress status from Statements in the Statements Practice Preferences, select the Exclude In Progress encounters from statements check box. The check box displays only if the Enable In Progress billing status check box is enabled in the Encounters Practice Preferences. Parent topic: In Progress Billing Setup

File Maintenance Help for NextGen® Enterprise 8

Setting the Default Status of New Encounters to In Progress

Depending on your kind of practice, you might prefer that all new encounters are created with the In Progress status set by default instead of users manually setting the status. Then, whenever a user creates an encounter, the In Progress check box will be automatically selected on the Create Encounter window. Users cannot clear the In Progress check box unless they change the selection in the Encounter Types field to only Billable. Some encounters, such as point-of-sale, do not require an In Progress status. By changing the encounter type to Billable, the front office can then enter charges for the encounter. Because point-of-sale encounters are NextGen® Enterprise PM-only, setting the encounter type to Billable prevents the point-of-sale encounter from displaying in the NextGen® Enterprise EHR. You can set the new encounter status default to In Progress in the Encounters Practice Preferences, select the Enable In Progress billing status check box, and then select the Default all new e

File Maintenance Help for NextGen® Enterprise 8

Exclude In Progress Encounters from Auto Create Actions

Auto creation actions can exclude encounters that have a specified billing status when NextGen® Enterprise PM calculates totals and creates the tasks. Open the Task Types master file, and then select a task type that has Account as the Source Type. In the Exclude encounter status for applicable auto create actions field, select In Progress. Note: The check box displays only if the Enable In Progress billing status check box is enabled in the Encounters Practice Preferences. . Parent topic: In Progress Billing Setup

File Maintenance Help for NextGen® Enterprise 8

Additional In Progress Status Security Rights

The security rights associated with the In Progress billing status enable you to control which users can: Set new encounters to be In Progress encounters change the In Progress status recalculate charges on In Progress encounters In Progress Encounter rights are set up in System Administrator on the Rights tab in Operations > Encounters. For more information about how to set rights and permissions, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen Enterprise. In Progress Indicator on New Encounter Security Right In Progress Indicator on New Encounter – If the status of new encounters is not set to In Progress by default, you can allow users with the appropriate security right to manually set the status on new encounters to In Progress. These users can select the In Progress check box on the Create Encounter window to create an In Progress encounter. Note: Once users select the check box, they cannot clear it unless they change the

File Maintenance Help for NextGen® Enterprise 8

Enable In Progress Billing Status

When the In Progress billing status is enabled, the status and all related features become available in NextGen® Enterprise EHR and NextGen® Enterprise PM. Note: Once you turn this feature on, you cannot turn it off. In the Encounters Practice Preferences, select the Enable In Progress billing status check box. A message displays so you can confirm that you want to enable the billing status. Select OK. When this check box is selected, the following check boxes below it become enabled in the Encounters Practice Preferences: Default all new encounters to In Progress Allow Execution of NextGen® Enterprise EHR procedure trigger against locked encounter Use Convert In Progress Indicator Enable Recurring Rental Billing Parent topic: In Progress Billing Setup

File Maintenance Help for NextGen® Enterprise 8

Making the Convert In Progress Check Box Visible in Encounter Maintenance

To allow NextGen® Enterprise PM users to change the In Progress status of an encounter, you must display the Convert In Progress check box on the Create Encounter and Encounter Maintenance windows. The check box is a mechanism that, when it is not selected, prevents In Progress encounters from converting to Unbilled. Once the Convert In Progress check box is selected, the system releases a hold on the encounter and allows the encounter to be converted to Unbilled in NextGen® Enterprise PM. Only users with the appropriate security right can select the Convert In Progress check box either: manually on the Create Encounter and Encounter Maintenance windows. by using a template field with a convert-in-progress indicator in NextGen® Enterprise EHR. The Convert In Progress check box can be controlled in NextGen® Enterprise EHR and through Template Editor to allow the clinician to sign off that everything is ready for the encounter to convert to Unbilled, thereby releasing the Encounter. To d

Omitting In Progress Encounters from Budget Plans

Recommendations

Omit In Progress Encounters from Statements

Setting the Default Status of New Encounters to In Progress

Exclude In Progress Encounters from Auto Create Actions

Additional In Progress Status Security Rights

Enable In Progress Billing Status

Making the Convert In Progress Check Box Visible in Encounter Maintenance

Omit In Progress Encounters from Statements

Setting the Default Status of New Encounters to In Progress

Exclude In Progress Encounters from Auto Create Actions

Additional In Progress Status Security Rights

Enable In Progress Billing Status

Making the Convert In Progress Check Box Visible in Encounter Maintenance