Receiving and Applying Charges from NextGen® Enterprise EHR

File Maintenance Help for NextGen® Enterprise 8

Receive and Apply Charges from NextGen® Enterprise EHR

Do one of the following: In NextGen® Enterprise PM, select the Admin menu. Select Preferences > Enterprise In File Maintenance, select Master Files. Select System > Enterprises. Double-click an enterprise, and then select Preferences. The General tab of the Enterprise Preferences window opens. Do one of the following: Select the EHR manual charge processing check box to turn on the holding tank. Clear the EHR manual charge processing check box to turn off the holding tank. For each applicable practice, open the Charge Entry Practice Preferences, and then check or uncheck the EHR manual charge processing option. Note: Both enterprise and practice level check boxes must be selected. Select OK. Parent topic: Enterprise Preferences - General Tab

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

You can process procedures submitted from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the Charge Posting window. You can process charges for one encounter at a time. Note: If an encounter has an assigned program in NextGen® Enterprise EHR, then the charges that you create in NextGen® Enterprise EHR has an assigned program by default when you process those charges in NextGen® Enterprise PM. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Open the desired patient and encounter with pending charges. A message appears stating that the two charges were pre-loaded as a result of the creation of EHR patient procedures. Do you want to process the pre-loaded charges. Do one of the following: Select Process to accept the charges. The charges are removed from the pending charges holding tank and are pulled into the Charge Posting window for the encounter. Select Reject to reject the charges. The charges are remo

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from Reports

You can process procedures from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the EHR Manual Charge Processing Pending report. You can process charges for one encounter at a time. Open NextGen® Enterprise PM. From the Reports menu, select General, and then select EHR Manual Charge Processing–Pending. The NextGen Report Filter window opens. Filter the report to include the desired charges. Filter 1: Enter a charge Create Date range or leave blank for charges created on any date. Locations: Select one or more charge Service Locations or leave blank for charges from any location. Select OK. The Report Preview window opens. Double-click the patient’s encounter. The Encounters tab on the Patient Chart opens. Right-click the selected encounter and select Charges from the menu. The Charge Posting window opens with a message. Do one of the following: Select Process to accept the charges. The charges are removed from the pending charges hold

Help Guide for NextGen® Enterprise PM 8

Processing Pending NextGen® Enterprise EHR Charges

When you enable theEHR manual charge processingoption inPractice Preferences > Charge Entry, charges flow from the Procedures module inNextGen® Enterprise EHRto the pending charges holding tank, and then from the holding tank toNextGen® Enterprise PM. You must manually review and process the procedures in the charge holding tank inNextGen® Enterprise PM. This section reviews the following procedures used inNextGen® Enterprise PMfor processing pending charges fromNextGen® Enterprise EHR. ProcessNextGen® Enterprise EHRcharges from reports ProcessNextGen® Enterprise EHRcharges from theCharge Postingwindow ProcessNextGen® Enterprise EHRcharges from the Pending Charges process Process NextGen Enterprise EHR Charges from Reports You can process pending charges holding tank from Reports. Process NextGen Enterprise EHR Charges from the Charge Posting Window You can process the charges that you create in NextGen® Enterprise EHR on the Charge Posting window. Process NextGen Enterprise EHR Charge

Help Guide for NextGen® Enterprise PM 8

Add or Modify Session Settings

Open NextGen® Enterprise PM. Select Tasks, and then select Session Settings. The Session Settings window opens. In Active Batch field select an existing transaction batch or select <Create Quick Batch> to create a transaction batch for the current login session. The selected batch is used as the active batch for all transactions (payments, adjustments, and refunds) you enter during your current login session. In the Service Date field, enter a preset service date for the current login session. The preset date appears in the Billable Date field on the Create Encounter window for all new encounters you create during your current login session. The preset date also appears in the Service Date fields on the Charge Posting window for all charges you enter during your current login session. In the Process Date field, enter a preset process date for the current login session. The preset date selected, appears in the Process Date field on the Charge Posting window for all charges you enter dur

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

You can process procedures from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the Process Pending Charges window. You can process charges for multiple encounters at the same time. Open NextGen® Enterprise PM. From the File menu, select Processes, and then Pending Charges. The Process Pending Charges window opens. Enter the appropriate Search Criteria section to locate the desired pending charges. Select Service Location, and then select one or more charge locations or leave it blank for charges from any location. Select Rendering Physician, and then select one or more charge rendering providers or leave it blank for charges from any provider. Select Service Dates From/To, and then enter a charge service date range or leave it blank for charges from any date. Select Financial Class, and then select one or more charge financial class or leave it blank for charges from all financial classes of the primary payer of the pending charge. S

Receiving and Applying Charges from NextGen® Enterprise EHR

Recommendations

Receive and Apply Charges from NextGen® Enterprise EHR

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

Process NextGen® Enterprise EHR Charges from Reports

Processing Pending NextGen® Enterprise EHR Charges

Add or Modify Session Settings

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

Receive and Apply Charges from NextGen® Enterprise EHR

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

Process NextGen® Enterprise EHR Charges from Reports

Processing Pending NextGen® Enterprise EHR Charges

Add or Modify Session Settings

Process NextGen® Enterprise EHR Charges from the Pending Charges Process