Appointments

Help Guide for NextGen® Enterprise PM 8

Letters

You can view letter statistics for the current practice. Statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Letter statistics include: Appointment Reminder: Total appointment reminder letters to be processed (printed or exported) Budget: Total budget letters to be processed (printed or exported) Collection: Total collection/demand encounter letters to be processed (printed or exported) Recall: Total recall letters to be processed (printed or exported) Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

Encounters

You can view encounter statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Encounter statistics include: Unbilled: Total encounters in Unbilled status and total charges on those encounters Rebilled: Total encounters in Rebill status and total charges on those encounters Bad Debt: Total encounters in Bad Debt status and total charges on those encounters Total Billed (YTD): Total encounters for current year in Billed status and total charges on those encounters Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

Claims

You can view claim statistics for the current practice. Statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Claims statistics include: Paper Claims: Total paper claims (1500/UB/ADA) in Pending status and total charges on those claims Electronic Claims: Total electronic claims (1500/UB/ADA) in Pending status and total charges on those claims Claims Processed (YTD): Total paper and electronic claims processed year-to-date and total charges on those claims Note: Each time a claim is created for an encounter, it is added to the (YTD) totals. Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

Sections Displayed on the Advisor

The following sections display on the Advisor window: Hyperlink and Messages You can create a custom Hyperlink to display in the upper-left corner of the Advisor window. This provides a way for users in the practice to easily access a website of your choice. Appointments You can view appointment statistics for the current practice. Encounters You can view encounter statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Statements/Invoices You can view statement and invoice statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Claims You can view claim statistics for the current practice. Statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Letters You can view letter statistics for the current practice. Statistics shown are As of Last Night and are updated when the nigh

Help Guide for NextGen® Enterprise PM 8

Monthly View

The Monthly view displays a summary of the appointment schedule for a single resource for a selected month. This view displays the total number of available time slots, scheduled appointments, and open time slots in the selected month for a selected resource. You can use the Next Month and Previous Month buttons on the toolbar to move the calendar from one month to another. You can select the Change Resources button on the toolbar to change the resource and view the appointment schedule for the selected resource. Following are the features of the Monthly view: The selected month appears in calendar format. You can double-click a day from the calendar and open the Daily view for the selected resource or the day. When you open the Monthly view, it highlights the latest day selected on the calendar. Each day of the month includes the following summary information: Appts: Total number of appointments scheduled. Slots Available: Total number of time slots available for scheduling appointmen

Help Guide for NextGen® Enterprise PM 8

Appointment Book Views

In the Appointment Book window, you can view the appointment schedules for resources and locations within the practice in different ways. The following views are available: Daily Weekly List Weekly Schedule Monthly Multi-View You can select the view in the Start appt book with this view option in the General tab of the Appointment Scheduling Preferences window to determine the view that appears when you open the Appointment Book for the first time. You can select the practice in the Resource Selection/Order option in the Multi View tab of the Appointment Scheduling Preferences window to determine the resource that appears when you open the Appointment Book for the first time. Note: The first resource listed in the Resource Selection/Order appears. Daily View You can get more detailed information about the daily view of appointments for a resource. Weekly List View You can know more detailed information about the weekly list view of appointments for a resource. Weekly Schedule View You

Appointments

Recommendations

Letters

Encounters

Claims

Sections Displayed on the Advisor

Monthly View

Appointment Book Views

Letters

Encounters

Claims

Sections Displayed on the Advisor

Monthly View

Appointment Book Views