To apply charge discounts at the encounter-level using a percentage or dollar amount, do the following:
Open NextGen® Enterprise PM.
Select Charges.
The Charge Posting window opens.
Select the desired patient and encounter.
Enter and save charges on the encounter.
Select the Discounts icon on the charge posting toolbar.
The Discounts window opens.
Select the adjustment transaction code in the Discount Adjustment Code field. You can determine the transaction codes available for selection by the following:
If the primary payer on the encounter is flagged as a Contracted Payer, then the transaction codes are derived from 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 are derived from Non-Contracted Payers or <None> for Discount Application when Discount is enabled in the Discount Criteria section.
If there is no primary payer on the encounter, or self-pay, then transaction codes are derived from Source for Patient when Discount is enabled in the Discount Criteria section.
Select Encounter in the Discount Level section.
The system automatically selects all the line items on the encounter and it cannot be modified.
In the Discount Method section, do one of the following:
To apply encounter level discount by percentage, select Discount by percentage, and then enter the percentage value to be applied to all line items on the encounter.
Note: If < 1% is entered, the percentage value used is 1%. If a negative percentage is entered, the value is ignored. If >100% is entered, a message appears stating that percentage cannot be negative or greater than 100.
To apply encounter level discount by dollar amount, select Discount by dollar amount, and then enter the dollar amount to all line items on the encounter.
Note: For payer discounts, if the dollar amount entered is greater than the total charge amount for all line items, a message appears stating that the discount amount cannot be greater than the total charge amount. For patient discounts, if the dollar amount entered is greater than the total patient balance amount for all line items, a message appears stating that the discount adjustment is greater than the patient balance and no discount will be taken.
Press the Tab key.
The % and Discount Amount columns show the calculated discounted amount for all line items on the encounter.
Select OK.
A message appears stating that the discount adjustment applied is successful.
