Access Active Accounts

Help Guide for NextGen® Enterprise PM 8

Set Active Status for Accounts

An account set as the active account is available for quick access when you work with other account profiles. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Accounts. The Account Lookup window opens. To search for a person account, enter the search criteria data, and then select Find. You can use different combinations of the search criteria to search for a person's account. Accounts that match the search criteria, appear in the Account List section. Double-click a person account. The Account Profile window opens. Select open menu , and then select Set Active Account. Set Active Account option The current account is set as the active account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Set Active Status for Accounts

Open NextGen® Enterprise PM. From the main toolbar, select Lookup or Chart. In the lookup window, enter your search criteria, and then select Find. To search for accounts, in Account Lookup, enter your search criteria, and then select Find.In Account List, the person and employer accounts appear. In Account List, double-click a person account. In Account Profile, select the open menu icon, and then select Set Active Account.The current account is set as the active account. Optional: To access active accounts, in Account Profile, select the open menu icon, and then select Access Active Account.The active account icon appears in the Account Profile window, and the active account becomes the current account. Parent topic: Create a Person Account from an Existing Record

Help Guide for NextGen® Enterprise PM 8

Search for Accounts

Open NextGen® Enterprise PM. From the Task Menu menu, select Lookup > Accounts. The Account Lookup window opens. To search for an account, enter the search criteria data, and then select Find. Note: You can use different combinations of the search criteria to search for an account Person and employer accounts that match the search criteria appear in the Account List section of the Account Lookup window. Account Lookup window Parent topic: Managing Accounts

Help Guide for NextGen® Enterprise PM 8

Person Accounts Overview

A person account is automatically created when the person is selected as the guarantor on a patient’s encounter for the first time, which results in statements generated for the person’s account that include encounters with outstanding self-pay balances. NextGen® Enterprise PM assigns each account a unique account number on the person's Account Profile window. The account number is also printed on statements sent to the guarantor. The Account Profile window for a person account includes the following tabs: Properties Encounter Detail Account Summary Credit Card on File Budget Notes Creating Person Accounts You can create a person account using the People Lookup and the Patient Lookup windows. Set Active Status for Accounts You can use the Account Profile window for a given patient to set an active account. Access Active Accounts You can use the Account Profile window to access an active account. Viewing Account Properties Information You can view account demographics, account settings,

Help Guide for NextGen® Enterprise PM 8

Create Employer Accounts from Account Lookup

Open NextGen® Enterprise PM On the NextGen® Enterprise PM toolbar, select Account. The Account Lookup window opens. Select Employer/Last Name, and then enter the employer name. Clear the People Accounts and Existing Accounts Only check boxes. Select Find. The employer appears in the Account List section of the Account Lookup window. Double-click to select the employer. The employer account is created and the Account Profile window opens. Parent topic: Creating Employer Accounts

Help Guide for NextGen® Enterprise PM 8

Create Person Accounts from People Lookup

Open NextGen® Enterprise PM. Select Lookup. The People Lookup window opens. In the Search Criteria section, enter the person's information and then selectFind. Person records that match the search criteria appear in the Matching Records section. Select the person, and then selectOpen. The Modify Person Information window opens. Note: When you select the patient, the Update Patient Information window opens. Verify that the demographics, billing address, and contact information are complete. SelectAccount. A message appears asking you for confirmation to create the account. Select OK. The person account is created and the Account Profile window opens. Parent topic: Creating Person Accounts Parent topic: Creating a Person Account

Access Active Accounts

Recommendations

Set Active Status for Accounts

Set Active Status for Accounts

Search for Accounts

Person Accounts Overview

Create Employer Accounts from Account Lookup

Create Person Accounts from People Lookup

Access Active Accounts

Set Active Status for Accounts

Set Active Status for Accounts

Search for Accounts

Person Accounts Overview

Create Employer Accounts from Account Lookup

Create Person Accounts from People Lookup