Set Default SIM Exceptions for Self-Pay Patients at Practice Level

File Maintenance Help for NextGen® Enterprise 8

Set Default SIM Exceptions for Self-Pay Patients at Location Level

Select Master Files > System > Locations. The Locations List window opens. Open the appropriate location. The Location Information window opens the Location Defaults-1 tab. In Patient SIM Exception, select the SIM exception to set as the default when patients are designated as self-pay. Select OK. Parent topic: Setting Up an Exception through the SIM Library

File Maintenance Help for NextGen® Enterprise 8

Setting Up More Than One Exception per SIM

To set up more than one exception per SIM, you must set up a new SIM exception with a different SIM Exception Name for each exception with the same SIM number. In the example below, two SIM Exception Names display in the SIM Exception List dialog box. The first name contains exceptions for the rendering physician. The second name contains the same SIM numbers, but with a different exception used for Physician Assistants. Parent topic: Setting Up an Exception through the SIM Library

File Maintenance Help for NextGen® Enterprise 8

Set Up a New SIM Exception

In File Maintenance, select Libraries menu > Service Items. The Service Item Libraries window opens. Select a Service Item Library. Select Open Menu. Select SIM Exceptions from the shortcut menu. The SIM Exceptions List window opens. Select open menu button , and then select New. The SIM Exception Maintenance window opens. Complete the window by entering the exception information. For descriptions of the fields, see SIM Exception Setup Field Descriptions. Note: The SIM Exception fields in which you enter the exceptions are located in the spreadsheet section of the dialog box. Use the TAB key or arrow keys to move the insertion point to the applicable cell for your entry. Right-click on a cell to display the shortcut menu, then you can delete an entry by the cell or row. If your library has fewer than 50 SIM items, press the TAB key or arrow keys to move to the next SIM item that you want to enter an exception for. If your library has 50 or more SIM items, go back to the Type the first

File Maintenance Help for NextGen® Enterprise 8

Setting Up an Exception through the SIM Library

In the SIM library, you can create a new SIM exception or modify existing ones. Note: You must set up all SIM Exceptions, Groups, and SIM Exception Groups before you attach them to a provider. For information on attaching the appropriate SIM to a provider, see the section Assigning Exceptions for the Provider, Payer, and Location in the File Maintenance Master Files Guide for NextGen® Enterprise. Set Up a New SIM Exception Modify Existing SIM Exceptions Setting Up More Than One Exception per SIM Set Default SIM Exceptions for Self-Pay Patients at Practice Level Set Default SIM Exceptions for Self-Pay Patients at Location Level Parent topic: SIM Exceptions

File Maintenance Help for NextGen® Enterprise 8

Select a Default SIM Pricing Region Library for an Enterprise

The system uses a pricing region associated with the enterprise only when there is no pricing region associated with the payer or if the encounter is self pay. Access the Enterprise Preferences > Libraries tab. Select a default region in the following fields: Pricing Region Library for Self Pay field – The system uses this pricing region if an encounter is self-pay and, therefore, has no payer. Default Pricing Region Library field – The system uses this pricing region if the encounter has a payer but no pricing region is selected for the payer (the Pricing Regions Library field in the Payer master file > Payer Defaults-1 tab is blank). This pricing region is also used when the Pricing Region Library for Self Pay field is blank. Select OK. Parent topic: SIM Pricing Regions Library

Help Guide for NextGen® Enterprise PM 8

Select a Default Library for a Practice

A default library selected at the practice-level is used for all payers in the practice. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. In the Preference List on the left, select Libraries. Practice Preferences window > Libraries tab In the Behavioral Health Billing Library field, select the default library to be used for the practice. In the Non-Coordinated SIM Library field, select the default library to be used for the practice. Note: To utilize the Non-Coordinated SIM functionality, a library must be selected for the practice. In the Claim Modifiers Library field, select the default library to be used for the practice. In the Claim Edits Library field, select the default library to be used for the practice. To save changes and close the window, select OK. Parent topic: Default Library Selection

Set Default SIM Exceptions for Self-Pay Patients at Practice Level

Recommendations

Set Default SIM Exceptions for Self-Pay Patients at Location Level

Setting Up More Than One Exception per SIM

Set Up a New SIM Exception

Setting Up an Exception through the SIM Library

Select a Default SIM Pricing Region Library for an Enterprise

Select a Default Library for a Practice

Set Default SIM Exceptions for Self-Pay Patients at Location Level

Setting Up More Than One Exception per SIM

Set Up a New SIM Exception

Setting Up an Exception through the SIM Library

Select a Default SIM Pricing Region Library for an Enterprise

Select a Default Library for a Practice