Account Summary Report

Help Guide for NextGen® Enterprise PM 8

Account Summary Report

The Account Summary report is account based and shows one summary line for every guarantor or employer. By default, it is sorted by Prac Name (Practice name) and Guar Name (Guarantor name). From Filter 1, using the No Self Pmt Since field is useful to identify the patients who have not paid their balances. The report has "drill-down" functionality that enables you to double-click on a record to access the Account Profile window directly from the report. To access the report in NextGen® Enterprise PM, select Reports menu and select Accounts Receivable, then select Collections, and then select Account Summary. From the Report Filter window, select the Info button to view the following information about the report: Logic: This report produces one line for each Account within the selected Practice(s). If multiple Practices are selected, the account will be repeated for each Practice where an Account exists. Both Encounter and Account level unapplied credits will display in the Unapplied Am

Help Guide for NextGen® Enterprise PM 8

Unapplied Amounts by Account, Invoice, and Encounter Report

The Unapplied Amounts by Account, Invoice, and Encounter report lists any unapplied patient payments that exist at the account, invoice, or encounter level. The report is sorted by practice, then by location, and then by encounter/account/invoice number. The Filter 1 tab enables you to specify a date range that includes records based on the following dates: Posting Date Process Date Transaction Date Note: The total unapplied shows as a negative amount, since it decreases the encounter, account, or invoice balance. NextGen Healthcare recommends decreasing the unapplied amounts as much as possible before you run monthly reports. This keeps the information for aging categories, providers and financial classes accurate for reporting. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable and then select Unapplied Amounts by Account, Invoice, and Encounter. From the Report Filter window, select the Info button to view the following information

Help Guide for NextGen® Enterprise PM 8

Unapplied Amounts by Account, Invoice, and Encounter Report

The Unapplied Amounts by Account, Invoice, and Encounter report lists any unapplied patient payments that exist at the account, invoice, or encounter level. The report is sorted by practice, then by location, and then by encounter/account/invoice number. The Filter 1 tab enables you to specify a date range that includes records based on the following dates: Posting Date Process Date Transaction Date Note: The total unapplied shows as a negative amount, since it decreases the encounter, account, or invoice balance. NextGen Healthcare recommends decreasing the unapplied amounts as much as possible before you run monthly reports. This keeps the information for aging categories, providers and financial classes accurate for reporting. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable and then select Unapplied Amounts by Account, Invoice, and Encounter. From the Report Filter window, select the Info button to view the following information

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

Accounts Receivable Reports

The Accounts Receivable reports category includes various reports that you can use to review financial information for patients and guarantor accounts in your practice. The reports can help you monitor and manage outstanding A/R and assist with your internal billing and collections processes in NextGen® Enterprise PM. The following reports are available from the Reports > Accounts Receivable menu: Aging Analysis By Encounter By Line Item Billed Encounters Budget Letter Analysis By Pre-List Status By Delinquent Status By Missed Payment Status By Underpayment Status Budget Plans General Budget Plans Pre-Listed Plans Re-Establish Plans Contractual Analysis Multiple Encounter Rates per Day Receivable Analysis By Age By Month By Type Unapplied Amounts By Account, Invoice and Encounter Unbilled Encounters Collections Account Summary Insurance Aging Analysis Insurance Aging Analysis – Age Responsible Balances Only Insurance Detail Insurance Summary Collections Follow-Up Aging Analysis by Enco

Help Guide for NextGen® Enterprise PM 8

Accounts Receivable Reports

The Accounts Receivable reports category includes various reports that you can use to review financial information for patients and guarantor accounts in your practice. The reports can help you monitor and manage outstanding A/R and assist with your internal billing and collections processes in NextGen® Enterprise PM. The following reports are available from the Reports > Accounts Receivable menu: Aging Analysis By Encounter By Line Item Billed Encounters Budget Letter Analysis By Pre-List Status By Delinquent Status By Missed Payment Status By Underpayment Status Budget Plans General Budget Plans Pre-Listed Plans Re-Establish Plans Contractual Analysis Multiple Encounter Rates per Day Receivable Analysis By Age By Month By Type Unapplied Amounts By Account, Invoice and Encounter Unbilled Encounters Collections Account Summary Insurance Aging Analysis Insurance Aging Analysis – Age Responsible Balances Only Insurance Detail Insurance Summary Collections Follow-Up Aging Analysis by Enco

Account Summary Report

Recommendations

Account Summary Report

Unapplied Amounts by Account, Invoice, and Encounter Report

Unapplied Amounts by Account, Invoice, and Encounter Report

Person Accounts Overview

Accounts Receivable Reports

Accounts Receivable Reports

Account Summary Report

Account Summary Report

Unapplied Amounts by Account, Invoice, and Encounter Report

Unapplied Amounts by Account, Invoice, and Encounter Report

Person Accounts Overview

Accounts Receivable Reports

Accounts Receivable Reports