Taxes Practice Preferences Descriptions

Field	Description
Enable Tax Charges	You can select this check box to enable tax rate charge functionality in the practice. If you select the check box, you can select an applicable Tax Rate Library at the Practice level by selecting a library in the Tax Rate Library field. Location level by selecting a library in the Locations master file > Defaults 2 tab > Tax Rate Library field.
Tax Rate Library	Select the default tax rate library that will be used by the practice.
Enable Tax Exemptions	If you selected the Enable Tax Charges check box, you can select the Enable Tax Exemptions check box to enable tax exemption functionality. If this option is selected, the Tax Rate Configuration settings for payers and service items of every tax rate library become disabled and cannot used.
Tax Exemption Library	If you selected the Enable Tax Exemptions check box, select the tax exemption library that will be used by the practice.
Consider Rx Status for taxes	Select this check box if you want the system to apply taxes according to the Rx status of the charge. The NextGen application will check each charge to verify its Rx status and then apply taxes according to settings in the Tax Exemption library. When this check box is selected, the Rx column displays on the Charge Posting window. A green check mark displays in the Rx status column for each charge imported from NextGen® Enterprise EHR that has an Rx attached.
Roll up tax charges on patient statements and encounter bills/ Caption	Select this check box if you want all tax charges to display as one rolled up tax code with a total tax amount on patient statements and encounter bills. Enter the text in the Caption field. The text displays adjacent to the summed tax charges.
Apply all tax charges at line item level	Select this check box if you want all tax charges to be applied at the line item level. You will not be able to define any tax rate libraries to apply tax charges at the encounter level. Note: If Advanced Service Item Mode is enabled in Enterprise Preferences, the Apply Taxes at line item level check box is selected by default and disabled. If you want the taxes calculated at the encounter level (for all procedures that are attached to an encounter), you must clear the check box.
Summarize taxes per line items in Charge Entry	Select this check box if you want all calculated tax charges to be summarized with their parent charge. On the Charge Posting window, the Summarize Taxes check box will be selected by default and the summarized taxes will display in a new Tax column.

Help Guide for NextGen® Enterprise PM 8

Enable Charge Discounts in Practice Preferences

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. Note: This setting affects the patient discount calculation while using an adjustment transaction code when source is a patient. Insurance discount using an adjustment transaction code when source is the third party is calculated based on the total charge amount, regardless of this setting. In the Preference List, select Charge Entry, and then select the Charges tab. Select Enable discounts in charge entry to enable charge discounts in the Charge Posting window. Note: The Discounts icon becomes available on the Charge Posting toolbar, and the Discounts Criteria section in the Transaction Codes window. Select Apply patient discount to patient balance only to calculate patient discounts using the Patient Amount on each charge and not the Original Charge Amount. Do not select Apply patient discount to patient balance only to calculate patient discounts using the

Help Guide for NextGen® Enterprise PM 8

Default New Encounters to In Progress Status

When the Enable In Progress billing status option is enabled in Practice Preferences > Encounters, you can enable additional options to ensure that new encounters created in the practice automatically default to In Progress status. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preferences List, select Encounters. Enable In Progress Billing. CAUTION: Once In Progress Billing has been enabled, it cannot be disabled. It should only be enabled when needed. To default all new encounters created in the practice to In Progress status, select the Default all new encounters to In Progress check box. To limit the default In Progress status to only new encounters created with a specific location or specialty or program, complete the following fields: Limit to Valid Locations: To limit the default In Progress status to only new encounters created with a specific location, select the locations here. The In

File Maintenance Help for NextGen® Enterprise 8

Practice Preferences

Practice Preferences enable you to designate user-defined fields for the chart, the encounter, and the appointment. You can also set header and footer messages for forms and invoices, as well as set default codes to use throughout the system. Note: All of the features in Practice Preferences are optional. You can choose to use them based on the needs of your practice. The following sections explain each item in the Practice Preferences window to help ensure a clear understanding of how best to set up the system for your practice. Open the Practice Preferences Alerts Practice Preferences The Alerts practice preferences control when the Chart, Account, Appointment Scheduling, Managed Care, Payer, and System alerts display in NextGen® Enterprise PM and NextGen® Optical Management. Appt Scheduling Practice Preferences AutoFlow Practice Preference Autoflow allows you to set a sequence of actions that will enable check-in and check-out processes for encounters. Budget Accounts Practice Prefe

Help Guide for NextGen® Enterprise PM 8

Charge Discounts

You can apply discounts to the charges for an encounter from the Charge Posting window in NextGen® Enterprise PM. You can enable Discounts in the Practice Preferences window by selecting Enable discounts in charge entry and Apply patient discount to patient balance only options on the Charge Entry tab. When this functionality is enabled, you can open the Discounts window and select the following for each encounter. You can select Discount Adjustment Code to apply discounts to charges. You can select Encounter to apply discount adjustment to all charges on the encounter or Line Item to apply discount adjustment only for selected charges on the encounter for the Discount Level. You can select By Percentage when the discount amount is in percentage of the total charge amount or Line Item when you apply the discount adjustment only for selected charges on the encounter for the Discount Method. After selecting Discount Adjustment Code, Discount Level, and Discount Method, the system applies

File Maintenance Help for NextGen® Enterprise 8

Enterprise Preferences - General Tab

The general default information to be used throughout your practice and all related service locations, can be set on the General tab in Enterprise Preferences. Setting Up General Default Information for Enterprises You can gather information about the various fields on the General tab of Enterprise Preferences. Activate and Assign a Payer to a Practice You can limit a practice's access to certain Payers master files. Providing Practice Access for Provider Master File You can limit a practice's access to certain Providers master files. Receiving and Applying Charges from NextGen Enterprise EHR You can learn about automatic and manual acceptance of charges in NextGen Enterprise PM. Receive and Apply Charges from NextGen Enterprise EHR You can turn On or turn Off the holding tank to allow for manual or automatic acceptance of charges. Set Up for Archiving Statements You can archive generated or printed statements for future use. Task Subgrouping You can use subgroupings to manage, process

Help Guide for NextGen® Enterprise PM 8

Apply Line Item Level Discounts

To apply charge discounts at the line-item level ensure the Discounts icon is available on the Charge Posting window by selecting Enable discounts in charge entry on the Charge Entry tab in the Practice Preferences window. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter, and then enter and save charges. Select Discounts on the charge posting toolbar to apply charge discount. The Discounts window opens. Select the adjustment transaction code in the Discount Adjustment Code field. The transaction codes available for selection are determined by the following: If the primary payer on the encounter is flagged as a Contracted Payer, the transaction codes are selected as Contracted Payers or <None> for Discount Application, when Discount is enabled in the Discount Criteria section. If the primary payer on the encounter is flagged as a Non-Contracted Payer, then the transaction codes selected as Discount with a Discount App

Taxes Practice Preferences Descriptions

Recommendations

Enable Charge Discounts in Practice Preferences

Default New Encounters to In Progress Status

Practice Preferences

Charge Discounts

Enterprise Preferences - General Tab

Apply Line Item Level Discounts

Enable Charge Discounts in Practice Preferences

Default New Encounters to In Progress Status

Practice Preferences

Charge Discounts

Enterprise Preferences - General Tab

Apply Line Item Level Discounts