Tax Exemption Library

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

File Maintenance Help for NextGen® Enterprise 8

Tax Rate Library

The Tax Rate library defines a sales tax rate that is used to automatically calculate and post taxes for specified charges entered into NextGen® Enterprise PM. Once the tax is calculated for a charge, it displays as a separate line item in the Charge Posting window. Tax charges will then display on claims and be present in patient statements. You can define the tax rate percentage according to the location, payer, or SIM used. Most taxes will be at the encounter level and display one line item with the entire tax due for the encounter. However, depending on the payer being billed, the taxes can be applied at the line item level where each charge has its own tax line item. Set Up Tax Rates You can set up tax rates in the Tax Rate library. Define the 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

Set Up a SIM Pricing Region

Create a Service Item library to use with the SIM Pricing Region Library. In the Libraries list, select SIM Pricing Region. The Pricing Regions Library List window opens. Select open menu button , and then select New. The Add Pricing Regions Library window opens. Enter a name in the Pricing Regions Library Name field. Select open menu button , and then select New. The Add Pricing Region window opens. Note: When you modify an existing region, the name of the window will be Pricing Regions Library Maintenance. Enter a name in the Pricing Region Description field, and then select a SIM library to use for the pricing region. Select open menu button , and then select New. The Add Pricing Region Location window opens. Select a location, and then enter the effective and expiration dates that control when the pricing region can use the location. Note: You cannot attach the same location to multiple pricing regions if the effective and expiration date time periods overlap. The effective and exp

File Maintenance Help for NextGen® Enterprise 8

SIM Exceptions

You can charge different fees according to provider, location, and payer. Additional fees are referred to as exceptions, which can be set up and maintained through the SIM Item Library or Contract Library. Setting Up an Exception through the SIM Library Applying Exceptions to Charges Parent topic: Service Items Library

File Maintenance Help for NextGen® Enterprise 8

Locality Tax Rate

The Locality Tax Rate master file stores tax rate information for each city that uses the Tax Rate functionality. When charges are rebilled the tax rates for date of service for charges will define the tax rates that apply to taxes. Only one tax rate can apply per date of service. From the Master Files – System list, select PM > Locality Tax Rate. The Locality Tax Rate Search window opens. Do one of the following: To add a new item, select Open Menu, and then select New. To modify an item, select it in the list, select Open Menu, and then select Open. You can also double-click the item to open it. The Add Locality Tax Rate Information window opens. Enter the effective and expiration dates for the tax rate. Note: The effective time period for each Location Tax file is unique. Only one Location Tax file can be in effect at any one time. Enter the city, state, ZIP code, and county for the location. Note: For the tax rates to be used, the ZIP code you entered has to match with the service

Tax Exemption Library

Recommendations

Tax Exemption Setup for Locations

Tax Rate Library

Set Up Tax Rates

Set Up a SIM Pricing Region

SIM Exceptions

Locality Tax Rate

Tax Exemption Setup for Locations

Tax Rate Library

Set Up Tax Rates

Set Up a SIM Pricing Region

SIM Exceptions

Locality Tax Rate