Apply Encounter Level Discounts by Dollar Amount

Help Guide for NextGen® Enterprise PM 8

Apply Encounter Level Discounts

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 pay

Help Guide for NextGen® Enterprise PM 8

Apply Line Item Level Discounts by Dollar Amount

To apply charge discounts at the line item-level using a dollar amount, do the following: Open the Charge Posting window for the desired patient and encounter. Enter and save charges on the encounter as needed. To apply charge discounts, select the Discounts button on the charge posting toolbar. The Discounts window opens. In the Discount Adjustment Code field, select the adjustment transaction code to be used for the discount. The transaction codes available for selection are determined by the following: If the primary payer on the encounter is flagged as a Contracted Payer, then transaction codes designated as Discount with a Discount Application of Contracted Payers or <None> are listed. If the primary payer on the encounter is flagged as a Non-Contracted Payer, then transaction codes designated as Discount with a Discount Application of Non-Contracted Payers or <None> are listed. If there is no primary payer on the encounter, or self-pay, then transaction codes designated as Discou

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

Help Guide for NextGen® Enterprise PM 8

Encounter Level by Percentage and Dollar Amount

When you select Apply patient discount to patient balance only on the Charge Entry tab in the Practice Preferences window and the Encounter and Discount by percentage are selected on the Discount Adjustment Code window. You can calculate patient discount amount for all charges on the encounter by multiplying the patient amount for each charge by the percentage. Patient Amount x Percentage = Discount Amount You can also calculate patient discount amount for all charges on the encounter by selecting Discount by dollar amount on the Discount Adjustment Code window and dividing the patient amount for each charge by the total of all patient amounts, and then multiplying the % of total patient amounts by the dollar amount. Patient Amount / Total of All Patient Amounts = % of Total Patient Amounts % of Total Patient Amounts x Dollar Amount = Discount Amount When the Apply patient discount to patient balance only option is not selected on the Charge Entry tab in the Practice Preferences window

Help Guide for NextGen® Enterprise PM 8

Line Item Level by Dollar Amount

When you select Apply patient discount to patient balance only on the Charge Entry tab on the Practice Preferences window and the Line Item and Discount by dollar amount are selected on the Discount Adjustment Code window. You can calculate patient discount amount to the selected charges on the encounter by dividing the patient amount for each charge by the total of all selected patient amounts, and then multiplying the % of total selected patient amounts by the dollar amount. Patient Amount / Total of All Selected Patients Amounts = % of Total Selected Patient Amounts % of Total Selected Patient Amounts x Dollar Amount = Discount Amount When the Apply patient discount to patient balance only option is not selected on the Charge Entry tab in the Practice Preferences window and the Line Item and Discount by dollar method are selected on the Discount Adjustment Code window. You can calculate patient discount amount for all charges on the encounter by dividing the original charge amount f

Help Guide for NextGen® Enterprise PM 8

Change Line Item Discounts to Encounter Discounts

When you change from a line item-level discount to an encounter-level discount, the previous discount amounts are cleared out in both the header and on the line items. To change line item-level charge discounts to encounter-level discounts, do the following: Open the Charge Posting window for the desired patient and encounter. Select the Discounts button on the charge posting toolbar. The Discounts window opens. Select Encounter in the Discount Level section. Enter the encounter level discount percentage or amount. The Discount Information grid displays the discounted amount for the selected line items in the Discount Amount column. Select OK. The new discounts are processed according to the status of the encounter. In Progress encounters: The application deletes the original discount adjustments, applies new discounts, and then posts the transaction batch. Tax charges are recalculated. Since the encounter is in an In Progress status, no process dates are defined for the charges or tra

Apply Encounter Level Discounts by Dollar Amount

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