Archive Electronically Signed Cost Estimation Forms

Help Guide for NextGen® Enterprise PM 8

Create Cost Estimation Forms in File Maintenance

If you are the administrator, you can add or remove placeholders in the form template for cost estimation. You can also specify if the form requires electronic signature. In File Maintenance, select Master Files > Systems > Forms Enhanced. The Forms Enhanced window opens. Select or create a form for cost estimation. The form template opens. Expand Pre-Service/Estimate Information to view the Pre-Service fields. On the draft form template, place your cursor where you want to add a placeholder, and double-click a Pre-Service/Estimate Information field in the right pane. The placeholder appears in the form template. Note: The data for the form is sourced from the Estimate Patient Cost window. For an electronically signed cost estimation form, select the Required Esignature option in the Esignature Options section. Save your changes. Placeholders in Form Templates The placeholders in form templates are replaced by the actual values from the cost estimate. Parent topic: Printing Estimated P

Help Guide for NextGen® Enterprise PM 8

Print Cost Estimation Forms

Before you begin Ensure that your administrator has customized the cost estimation form template in File Maintenance. There are many ways in which you can initiate the printing of the cost estimation form. Do one of the following to initiate the printing of a cost estimation form. To print Action Cost estimation form from the current cost estimation (without electronic signature) On the Estimate Patient Cost window, specify and submit the data for cost estimation. Select Print. NGERTS- 4593 -> NGERTS-6300Cost estimation form of the latest cost estimation for a specific encounter from the Encounter Lookup window (without electronic signature) Open the Encounter Lookup window. Use the search criteria to find the desired encounter. Right-click the encounter, and select Print > Forms. NGERTS- 4593 -> NGERTS-6300Cost estimation form of the latest cost estimation from the patient's chart (without electronic signature) Open the Patient Chart window, and select the Encounters tab. Right-click

Help Guide for NextGen® Enterprise PM 8

Printing Estimated Patient Cost

You can obtain a printed output of the cost estimate. The form can be created according to the needs of the patient or person, insurance provider, rendering provider, and so on. Your system administrator can create the form template using the Pre-Services/Estimate Information fields in File Maintenance > Form Enhanced. The form can be printed with or without electronic signature. For electronically signed forms, your administrator must enable the electronic signature feature in File Maintenance. After printing a form, it can be archived only if it is electronically signed. You can view and reprint the previous cost estimation forms from the estimation results in the Patient Chart window. Note: If your administrator has modified the form template, you will get the output in the modified format when you reprint it from the estimation results in the patient's chart. For more information on printer settings, go to NextGen Healthcare Success Community, download the Practice Workflow User Gu

Help Guide for NextGen® Enterprise PM 8

Archive Electronically Signed Forms

You can archive electronically signed enhanced forms. After capturing electronic signatures on the form, select the Close icon on the form toolbar. A message stating Do you want to archive this signed document? appears. Note: You can archive forms that contain at least one electronic signature. The message does not appear if there are no electronic signatures in the form. To archive the electronically signed form, select Yes. You can view the archived forms on the Clinical History/Notes of the patient's chart or on the Notes tab in the patient's account profile. Parent topic: Electronic Signature in Forms Enhanced

Help Guide for NextGen® Enterprise PM 8

Capture Electronic Signatures on Multiple Forms

You can capture electronic signatures on multiple forms. On the Forms Enhanced tab, select all the forms for which you want to capture electronic signatures and then select Preview. A message appears asking for a confirmation that you want to open all selected forms. Select Yes. All the selected forms open. To sign the first form, select the SIGN THIS DOCUMENT button. Capture electronic signatures Capture Electronic Signatures in the form and close the form. A message prompting you to confirm whether you want to archive electronically signed forms appears. This message appears whenever you close an electronically signed form. Select Yes to archive the form. The next form appears. Follow the above steps to capture electronic signatures on all the forms. Parent topic: Electronic Signature in Forms Enhanced

Help Guide for NextGen® Enterprise PM 8

Pay and Print Options for Cost Estimation

The Estimate Patient Cost window enables you to: Make payments for the services submitted for cost estimation even before starting treatment. Print the cost estimate. Make Pre-Services Payment You can set an active batch and make the payment for the estimated services from the Estimate Patient Cost window. Printing Estimated Patient Cost You can print the cost estimate form in the format created in Form Enhanced. You can also print a cost estimate form that has been electronically signed and archived. Parent topic: Pre-Services Cost Estimation

Archive Electronically Signed Cost Estimation Forms

Recommendations

Create Cost Estimation Forms in File Maintenance

Print Cost Estimation Forms

Printing Estimated Patient Cost

Archive Electronically Signed Forms

Capture Electronic Signatures on Multiple Forms

Pay and Print Options for Cost Estimation

Create Cost Estimation Forms in File Maintenance

Print Cost Estimation Forms

Printing Estimated Patient Cost

Archive Electronically Signed Forms

Capture Electronic Signatures on Multiple Forms

Pay and Print Options for Cost Estimation