Attach Sliding Fee to a Patient or Person

Help Guide for NextGen® Enterprise PM 8

Set Up Sliding Fee Schedules Master Files

A sliding fee schedule master file is a system level table. You can create a master sliding fee schedule with general parameters such as name, adjustment transaction code, effective and expiration dates. If you are a system administrator, you can create a sliding fee schedule master file or modify a sliding fee schedule master file. In File Maintenance, open System Master Files > PM > Sliding Fee Schedules. The Sliding Fee Schedules List window opens. Do one of the following: To add a sliding fee schedule master, select the open menu , and select New. To modify a sliding fee schedule master file, select the desired list item, select open menu , and select Open. The Sliding Fee Schedule Maintenance window opens. Sliding Fee Schedule Maintenance Type a descriptive name for the sliding fee schedule master file. Note: Fields in red are required fields. Select the adjustment transaction code to be used with the sliding fee schedule master file. Select the effective and expiration dates for

Help Guide for NextGen® Enterprise PM 8

Sliding Fee in Cost Estimation

The sliding fee program offers differential pricing with adjustments based on the annual income and family size of a patient or person. Sliding fee schedules are attached to a patient or person or a specific encounter or chart in NextGen® Enterprise PM. When you attach a sliding fee schedule to an encounter, a percentage of the estimated amount specified on the Estimate Patient Cost window is automatically adjusted. In cost estimation, a patient or person eligible for sliding fee adjustments can only use the self-pay mode of payment. In NextGen® Enterprise PM, you can do the following: Attach sliding fee schedules at the chart level or encounter level for a person or patient. Note: The system does not combine encounter level and chart level sliding fees while judging which to apply. Encounter level sliding fee always take precedence over chart level sliding fee. Apply multiple sliding fee schedules at an encounter level or chart level for a person or patient. Note: When you add multipl

Help Guide for NextGen® Enterprise PM 8

Add a Sliding Fee Schedule to an Encounter

You can add a sliding fee schedule on the Encounter Maintenance > Billing and Collections tab. Open NextGen® Enterprise PM. Select Encounter. The Encounter Maintenance window opens. Select the patient or guarantor. Select the Billing and Collections tab. In the Sliding Fee Verification section, select the Open Menu button and select New. The Sliding Fee Verification window opens. Select the Sliding Fee Schedule, and then enter the Effective Date and Expiration Date for the schedule. A message appears stating that do you want to default the sliding fee schedules attached to the head of household to the patient who is attached to the head of household. If no head of household is set up already, you can select the Open Menu button in the Head of Household Family Information section. The Family Info window opens. Enter the number of family members in the Family field. Enter the family income in the Income field. Select Income Cycle, and then select the income cycle from the list. Enter the

NextGen® Enterprise EHR Help

Add a Sliding Fee Schedule

Open the Person Information or Patient Information window for the desired person or patient. Select the UDS tab. In the Sliding Fee Schedule Verification section, select the Open Menu button, and select New. The Sliding Fee Verification window appears. In the Sliding Fee Schedule field, select a sliding fee schedule for the patient. This field is required. Note: Items available for selection are from the Sliding Fee Schedules master file in File Maintenance. Hidden and expired sliding fee schedules are not listed. In the Effective Date field, enter the start date for the sliding fee schedule. This field is required. In the Expiration Date field, enter the end date for the sliding fee schedule. This field is required. If a head of household has been entered for the patient, complete the Head of Household Family Information section. Note: A head of household must be selected for a patient to enter family information. To save changes and close the window, select OK. Note: When multiple sl

Help Guide for NextGen® Enterprise PM 8

Add a Sliding Fee Schedule

Open the Person Information or Patient Information window for the desired person or patient. Select the UDS tab. In the Sliding Fee Schedule Verification section, select the Open Menu button, and select New. The Sliding Fee Verification window appears. In the Sliding Fee Schedule field, select a sliding fee schedule for the patient. This field is required. Note: Items available for selection are from the Sliding Fee Schedules master file in File Maintenance. Hidden and expired sliding fee schedules are not listed. In the Effective Date field, enter the start date for the sliding fee schedule. This field is required. In the Expiration Date field, enter the end date for the sliding fee schedule. This field is required. If a head of household has been entered for the patient, complete the Head of Household Family Information section. Note: A head of household must be selected for a patient to enter family information. To save changes and close the window, select OK. Note: When multiple sl

Help Guide for NextGen® Enterprise PM 8

Set Up the Sliding Fee Schedule Master File

The Sliding Fee Schedule master file enables you to create a master sliding fee schedule with general parameters such as name, adjustment transaction code, effective/expiration dates, and alert notifications. Access File Maintenance. Select System Master Files > PM > Sliding Fee Schedules. The Sliding Fee Schedules List window opens. Do one of the following: To add a new sliding fee schedule master, select the Open Menu button and select New. To modify an existing sliding fee schedule master, select the item in the list, select the Open Menu button and select Open. The Sliding Fee Schedule Maintenance window opens. Sliding Fee Schedule Maintenance In the Schedule Name field, enter a descriptive name for the sliding fee schedule master. This field is required. In the Adjustment Code field, select the adjustment transaction code to be used with the sliding fee schedule master. This field is required. In the Eff Date and Exp Date fields, enter effective and expiration dates for the slidin

Attach Sliding Fee to a Patient or Person

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