Program with Threshold Rules Report Columns

Column	Description	Data Populates From
Prog Name	Program Name	Name field on the System.
Prog Desc	Program Description	Description field on the System.
Thresh Desc	Threshold Description	Threshold Rules > Description field on the Practice tab.
Eff Dt	Effective Date	Threshold Rules > Effective Date field on the Practice tab.
Exp Dt	Expiration Date	Threshold Rules > Expiration Date field on the Practice tab.
Thresh Payer	Threshold Payer	Threshold Rules > Valid Payers section of the Practice tab. Note: Multiple payers are separated by commas.
Thresh SIM	Threshold SIM	Threshold Rules > Program SIM section of the Practice tab. Note: Multiple SIM codes are separated by commas.
Thresh Min	Threshold Minimum	Minimum field in Threshold Rules > Threshold Details section of the Practice tab.
Thresh Max	Threshold Maximum	Maximum field in Threshold Rules > Threshold Details section of the Practice tab.
Thresh Svc Unit	Threshold Service Units	Service Unit field in Threshold Rules > Threshold Details section of the Practice tab.
Thresh Svc Dur	Threshold Service Duration	Service Duration field in Threshold Rules > Threshold Details section of the Practice tab.
Crt Dt	Created Date	Who/When > Modification Information > Creation Date & Time field.
Created By	Created By	Who/When > Modification Information > Creator field.
Mod Dt	Last Modified Date	Who/When > Modification Information > Modified Date & Time field.
Modified By	Last Modified By	Who/When > Modification Information > Last Modified By field.

File Maintenance Help for NextGen® Enterprise 8

Generate a Program with Threshold Rules Report

To generate the Program with Threshold Rules report, do the following: Note: . Access File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. From the list, select a program and then do one of the following: Select Open Menu and then select Print > Program with Threshold Rules. Right-click and then select Print > Program with Threshold Rules. The Program with Threshold Rules - Enhanced Report Mode window opens. From the Configuration Options list, select columns, filters and sorting for the report. To generate the report, select Refresh Report. The report appears on screen. Program with Threshold Rules Report Columns Parent topic: Program with Threshold Rules Report

Help Guide for NextGen® Enterprise PM 8

Program with Threshold Rules Report Columns

The Program with Threshold Rules report includes information from the Programs master file in File Maintenance. Information on the report pulls from the Threshold Rules sub-tab of the Practice tab on the Modify Program Information window. The report includes the following information: Column Description Data Populates From Prog Name Program Name Name field on the System. Prog Desc Program Description Description field on the System. Thresh Desc Threshold Description Threshold Rules > Description field on the Practice tab. Eff Dt Effective Date Threshold Rules > Effective Date field on the Practice tab. Exp Dt Expiration Date Threshold Rules > Expiration Date field on the Practice tab. Thresh Payer Threshold Payer Threshold Rules > Valid Payers section of the Practice tab. Note: Multiple payers are separated by commas. Thresh SIM Threshold SIM Threshold Rules > Program SIM section of the Practice tab. Note: Multiple SIM codes are separated by commas. Thresh Min Threshold Minimum Minimum

File Maintenance Help for NextGen® Enterprise

Program with Threshold Rules Report Columns

The Program with Threshold Rules report includes information from the Programs master file in File Maintenance. Information on the report pulls from the Threshold Rules sub-tab of the Practice tab on the Modify Program Information window. The report includes the following information: Column Description Data Populates From Prog Name Program Name Name field on the System. Prog Desc Program Description Description field on the System. Thresh Desc Threshold Description Threshold Rules > Description field on the Practice tab. Eff Dt Effective Date Threshold Rules > Effective Date field on the Practice tab. Exp Dt Expiration Date Threshold Rules > Expiration Date field on the Practice tab. Thresh Payer Threshold Payer Threshold Rules > Valid Payers section of the Practice tab. Note: Multiple payers are separated by commas. Thresh SIM Threshold SIM Threshold Rules > Program SIM section of the Practice tab. Note: Multiple SIM codes are separated by commas. Thresh Min Threshold Minimum Minimum

Help Guide for NextGen® Enterprise PM 8

Threshold Tracking Report Columns

The following columns and filters are available on the Threshold Tracking report: Column Name Description Data Populates From Pat Name Patient Name Patient Information. Note: When you select a patient name without an encounter, the Patient Information tab on Patient Chart opens. Per Nbr Person Number Patient Information Rendering Encounter Rendering Provider Encounter Maintenance > General tab Prog Prim Prov Program Primary Provider Program Enrollment on Patient Chart > Patient Information > Programs sub-tab Program Encounter Program Encounter Maintenance > General tab Location Encounter Location Encounter Maintenance > General tab Enc Nbr Encounter Number Encounter Maintenance Enc Billable Date Encounter Billable Date Encounter Maintenance Enc Status Encounter Status Encounter Maintenance Prog Thresh Payer Program Threshold Payer Encounter Insurance selection Displays the name of the primary payer on the encounter that is associated with the program threshold rule. Prog Thresh Min Pro

Help Guide for NextGen® Enterprise PM 8

Threshold Tracking Report Columns

The following columns and filters are available on the Threshold Tracking report: Column Name Description Data Populates From Pat Name Patient Name Patient Information. Note: When you select a patient name without an encounter, the Patient Information tab on Patient Chart opens. Per Nbr Person Number Patient Information Rendering Encounter Rendering Provider Encounter Maintenance > General tab Prog Prim Prov Program Primary Provider Program Enrollment on Patient Chart > Patient Information > Programs sub-tab Program Encounter Program Encounter Maintenance > General tab Location Encounter Location Encounter Maintenance > General tab Enc Nbr Encounter Number Encounter Maintenance Enc Billable Date Encounter Billable Date Encounter Maintenance Enc Status Encounter Status Encounter Maintenance Prog Thresh Payer Program Threshold Payer Encounter Insurance selection Displays the name of the primary payer on the encounter that is associated with the program threshold rule. Prog Thresh Min Pro

File Maintenance Help for NextGen® Enterprise 8

Threshold Rules Conflicts and Messages

You can create multiple threshold rules for a program with the same effective and expiration dates. However, the descriptions cannot be the same. When you add or modify a threshold rule with an Effective Date and Expiration Date range that overlaps with another rule, and the Description also matches the other rule, the following prompt displays: Effective/Expiration dates overlap with: [Threshold Rule Description]. You can create multiple threshold rules for a program with the same effective and expiration dates and payer. However, the SIM codes cannot be the same or left blank. When you add or modify a threshold rule with an Effective Date and Expiration Date range that overlaps with another rule, and the Valid Payer and a Program SIM also match the other rule, the following prompt displays: Please select Valid SIMs from available Program SIMs. Threshold SIMs must be unique per payer row. You cannot have a row with identified SIMs and a blank row at the same time. Parent topic: Set Up

Program with Threshold Rules Report Columns

Filter 2

Sorting

Totals

Recommendations

Generate a Program with Threshold Rules Report

Program with Threshold Rules Report Columns

Program with Threshold Rules Report Columns

Threshold Tracking Report Columns

Threshold Tracking Report Columns

Threshold Rules Conflicts and Messages

Program with Threshold Rules Report Columns

Filter 2

Sorting

Totals

Generate a Program with Threshold Rules Report

Program with Threshold Rules Report Columns

Program with Threshold Rules Report Columns

Threshold Tracking Report Columns

Threshold Tracking Report Columns

Threshold Rules Conflicts and Messages