Aging Dates

Help Guide for NextGen® Enterprise PM 8

Encounter Dates

Encounter Date / Billable Date: The date captured when an encounter is created and reflects the date the patient was seen. If the encounter is created from the Appointment Book check-in process, the date defaults from the appointment date. If the encounter is created from the Patient Chart, the date defaults to the current system date. In either case, the date can be modified. Note: Encounter Date is the same as the Billable Date on the Encounter Maintenance window. First Bill Date: The date captured when the encounter status changes from Unbilled to Billed and reflects the date the encounter was first billed. This happens when the encounter successfully passes all claim edits during the billing process for the first time. The date is equal to the current system date and it cannot be modified. Last Bill Date: The date captured each time an encounter is billed and reflects the date the encounter was last billed. This happens when the encounter successfully passes all claim edits during

Help Guide for NextGen® Enterprise PM 8

Charge and Transaction Dates

Charge Create Date: The date captured during charge entry for each line item and reflects the date the charge was created or entered on the Charge Posting window. The date is equal to the current system date and it cannot be modified. Charge Service Date: The date captured during charge entry for each line item and reflects the date the service was rendered. The date defaults to the Charge Posting window from the Billable Date field on the Encounter Maintenance window. The date can be modified either before or after the practice closing process. Charge Process Date: The date captured during the practice closing process. For Auto Close, the date is the same as the current system date unless the process date was overridden (backdated) on the Charge Posting window. For Manual Close, the date is the Current Process Date displayed on the Practice Closing window unless the process date was overridden (backdated) on the Charge Posting window. In either case, the date cannot be modified after

Help Guide for NextGen® Enterprise PM 8

Components of Encounter Information

The following table describes the fields that appear in the Encounter Information section when you select an encounter from the Encounters section: Field Description Encounter Nbr Displays the system-assigned encounter number. Encounter Date Displays the Billable Date entered for the encounter on the Encounter Maintenance window. Encounter Status Displays the current status of the encounter. An encounter can have any of the following status: Unbilled Billed Rebill In Progress Bad Debt History First Bill Date Displays the date when the encounter first went through the billing process in NextGen® Enterprise PM. Last Bill Date Displays the date when the encounter last went through the billing process in NextGen® Enterprise PM. Patient Type Displays the patient type specified for the encounter on the General tab of the Encounter Maintenance window. Occurrence Code Displays the occurrence code selected for the encounter in the Encounter Maintenance window. Onset Date Displays the date of on

Help Guide for NextGen® Enterprise PM 8

Encounter Maintenance

The Create Encounter and Encounter Maintenance windows include specific information related to an individual patient encounter. The window includes the following tabs: General Clinical Billing & Collections Encounter Specifics UB Claims Marketing Properties History The following fields are available at the top of the Create Encounter and Encounter Maintenance windows: Field Description Billable Date This is the date of the encounter. If the encounter is created from an appointment, the Billable Date defaults to the appointment date. Otherwise, the date defaults to the current system date and can be modified if needed. Billable Time This is the billable time for an encounter. The billable time is set to 12:00 AM by default. The billable time changes to the current system time if you select the Default Enc Billable Time to System Time check box in the Encounters preference on the Practice Preferences window. When you select the Default Enc Billable Time to System Time check box, the syst

Help Guide for NextGen® Enterprise PM 8

Insurance Aging Analysis – Age Responsible Balances Only Report

The Insurance Aging Analysis – Age Responsible Balances Only report repeats the charge lines for as many buckets in balance control that have a balance. For example, if a charge has an amount in the insurance 1 bucket and a patient bucket, the report lists the same charge on two lines. One line displays the amount for the insurance 1 bucket - along with the payer name and financial class of the primary payer name - and the other line displays the patient amount with the payer name and financial class listed as self pay. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Collections, and then select Insurance Aging Analysis - Age Responsible Balances Only. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM. From the Report Filter window, selectInfo to view the following information about the report: Logic: This report repeats the ch

File Maintenance Help for NextGen® Enterprise 8

Set Up Practice Preferences for Dunning Messages

Open NextGen® Enterprise PM. Select Admin > Preferences> Practice. Select Preferences. The Practice Preferences window opens. In the Preferences List on the left, select Statements. Select Default Dunning Messages for the practice. Select Statement Aging Date for the practice. Note: This setting affects how balances are aged for statements and therefore determines in which aging category a balance displays at the bottom of the statement. (Current, 30 Days, 60 Days, 90 Days or 120 Days) Select one of the following: Select Charge Service Date for age balances on statements by the Service Date on charges. Select Enc Pat Resp Date for age balances on statements by the Patient Responsibility Date on encounters. This date occurs when all charge balances have been settled to the Pat Amt bucket in Balance Control and there is no remaining balance in the Ins1, Ins2 or Ins3 Amt buckets. Select Enc Encounter Date for age balances on statements by the Billable Date on encounters. To save changes a

Aging Dates

Recommendations

Encounter Dates

Charge and Transaction Dates

Components of Encounter Information

Encounter Maintenance

Insurance Aging Analysis – Age Responsible Balances Only Report

Set Up Practice Preferences for Dunning Messages

Encounter Dates

Charge and Transaction Dates

Components of Encounter Information

Encounter Maintenance

Insurance Aging Analysis – Age Responsible Balances Only Report

Set Up Practice Preferences for Dunning Messages