Authorizations Report Columns

Column Name	Description	Data Populates From
Auth Cd	Authorization Code	Authorization Code Tracking
Desc	Full description of the authorization coverage	Authorization Code Tracking
Line Item Auth	Line Item Authorization	Authorization Code Tracking
Provider Payer ID	Provider payer ID	Insurance sub tab of the Encounter tab in Patient Chart
Payer Name	The name of the payer	Insurance sub tab of the Encounter tab in Patient Chart
Contracted Ind	Contracted Payer Indicator	Payers Master File
Provider NPI	Provider NPI	Insurance sub tab of the Encounter tab in Patient Chart
Pat Name	Patient name	Patient Information
Per Nbr	Person Number	Patient Information
Ins Name	Name of insurance company	Insurance sub tab of the Encounter tab in Patient Chart
Prov Name	Provider name	Authorization Code Tracking
St Dt	The start date of the authorization	Authorization Code Tracking
End Dt	The date that the authorization is no longer in effect.	Authorization Code Tracking
Fr CPT4	The beginning CPT4 code number that is covered through this authorization	Authorization Code Tracking
To CPT4	The CPT4 code at the end of the CPT4 code range covered by this authorization.	Authorization Code Tracking
Enc	The number of encounters covered by this authorization.	Authorization Code Tracking
Enc Left	The number of unused, authorized encounters.	Authorization Code Tracking
Enc Pend	Number of pending encounters.	Authorization Code Tracking
Un	The number of charge units covered by the authorization.	Authorization Code Tracking
Un Left	The number of unused, authorized charge units.	Authorization Code Tracking
Encounter	Encounter number	Encounter Maintenance
Loc	Location	Encounter Maintenance
Crt Dt	Date claim created	Modification Information
Created By	The user that created this authorization	Modification Information
Mod Dt	Date claim modified	Modification Information
Modified By	The user that modified the authorization	Modification Information
Specialty	The name of the specialty of the provider attached to the authorization.	Authorization Code Tracking
Location	The name of the location attached to the authorization.	Authorization Code Tracking
Authorization Admin Notes	Additional notes entered on the Authorization Code Tracking window.	Authorization Code Tracking
Display Report Result/Action	Displays a " Y " or " N " for tracking purposes. Y = Send tracking information on the claim. N = Do not send tracking information on the claim.	Authorization Code Tracking

Help Guide for NextGen® Enterprise PM 8

Authorizations Report Columns

The following columns are available on the Authorizations report: Column Name Description Data Populates From Auth Cd Authorization Code Authorization Code Tracking Desc Full description of the authorization coverage Authorization Code Tracking Line Item Auth Line Item Authorization Authorization Code Tracking Provider Payer ID Provider payer ID Insurance sub tab of the Encounter tab in Patient Chart Payer Name The name of the payer Insurance sub tab of the Encounter tab in Patient Chart Contracted Ind Contracted Payer Indicator Payers Master File Provider NPI Provider NPI Insurance sub tab of the Encounter tab in Patient Chart Pat Name Patient name Patient Information Per Nbr Person Number Patient Information Ins Name Name of insurance company Insurance sub tab of the Encounter tab in Patient Chart Prov Name Provider name Authorization Code Tracking St Dt The start date of the authorization Authorization Code Tracking End Dt The date that the authorization is no longer in effect. Auth

Help Guide for NextGen® Enterprise PM 8

UnBilled Encounters Report Columns

The following columns are available on the UnBilled Encounters report: Column Name Description Data Populates From Enc UD 1 - 4 Encounter User Defined 1 - 4 Fields Note: User defined names are from Practice Preferences > Encounters. Encounter Maintenance > General tab Enc Spec UD 1 - 50 Encounter Specific 1 - 50 Fields Note: User defined names are from Practice Preferences > Encounters. Encounter Maintenance > Encounter Specifics tab Enc Bill & Collect UD 1 - 4 Encounter Billing/Collections 1 - 4 Fields Note: User defined names are from Practice Preferences > Encounters. Encounter Maintenance > Billing & Collections tab Acc Occur Cd Accident Occurrence Code Encounter Maintenance Acc Occur St Accident Occurrence State Encounter Maintenance Addr1 Line 1 of patient mailing address Patient Information Addr2 Line 2 of patient mailing address Patient Information Admit Dt Admit Date Encounter Maintenance Admit Tm Admit Time Encounter Maintenance Admitting Admitting Provider Encounter Maintena

Help Guide for NextGen® Enterprise PM 8

UnBilled Encounters Report Columns

The following columns are available on the UnBilled Encounters report: Column Name Description Data Populates From Enc UD 1 - 4 Encounter User Defined 1 - 4 Fields Note: User defined names are from Practice Preferences > Encounters. Encounter Maintenance > General tab Enc Spec UD 1 - 50 Encounter Specific 1 - 50 Fields Note: User defined names are from Practice Preferences > Encounters. Encounter Maintenance > Encounter Specifics tab Enc Bill & Collect UD 1 - 4 Encounter Billing/Collections 1 - 4 Fields Note: User defined names are from Practice Preferences > Encounters. Encounter Maintenance > Billing & Collections tab Acc Occur Cd Accident Occurrence Code Encounter Maintenance Acc Occur St Accident Occurrence State Encounter Maintenance Addr1 Line 1 of patient mailing address Patient Information Addr2 Line 2 of patient mailing address Patient Information Admit Dt Admit Date Encounter Maintenance Admit Tm Admit Time Encounter Maintenance Admitting Admitting Provider Encounter Maintena

Help Guide for NextGen® Enterprise PM 8

Components of Authorization Code Tracking window

Field Description Authorization Mode Select one of the following options: Encounter Mode - when the authorization is for the entire encounter. Units Mode - when the authorization is for units (procedures). Tracking Only - do not send on claim Select this check box to track the number of encounters or units on authorizations for internal purposes. The authorization tracking totals are not sent on the claim or the EDI file. Authorization Code Enter the authorization code provided by the insurance company. Effective Date Select the effective date from the pop-up calendar. Expiration Date Select the expiration date from the pop-up calendar. Nbr Encounters Enter the number of encounters allowed for this authorization. Used Displays the number of authorizations utilized. Pending Displays the number of non-billed authorizations linked to an encounter. Encounters Left Displays the number of authorizations remaining for the patient. Rendering Select a single provider or multiple providers to at

Help Guide for NextGen® Enterprise PM 8

Add Authorizations Code Tracking in the Encounter tab

The Authorization Code Tracking window displays encounters which use the authorization, and appointments pending the authorization. When authorization is not required to be attached to the claim,you can track authorizations for internal purposes. Line-level and claim-level authorizations are tracked by the following: A single location A single location and a specialty A single location and one or more providers. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup.. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select Encounters, and then select on the Insurance tab under it. Right-click the insurance listed on the Encounter Insurance section, and select Authorization. The Authorization Listing window opens. Authorization Listing Win

Help Guide for NextGen® Enterprise PM 8

Sliding Fee Patient Report Columns

This report contains fields that can be identified as Protected Content in Enterprise Preferences. These fields identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content fields, then you must have the appropriate security access rights to view the data in these fields. The following columns are available on the Sliding Fee Patient report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient Pat Name Patient Name Patient Information Per Nbr Person Number Patient Information Prior Lst Name If the patient has had a name change. The patient's previous last name. Patient Information Md Rc Medical Record Number Patient Chart Md Rc Term Dig Medical Record Number Terminal Digit Patient Information Loc Addr 1 Location Address Line 1 Locations Master File Loc Addr 2 Location Address Line 2 Locations Master File Loc City Location City Locations Master File Loc State Location St

Authorizations Report Columns

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Authorizations Report Columns

UnBilled Encounters Report Columns

UnBilled Encounters Report Columns

Components of Authorization Code Tracking window

Add Authorizations Code Tracking in the Encounter tab

Sliding Fee Patient Report Columns

Authorizations Report Columns

UnBilled Encounters Report Columns

UnBilled Encounters Report Columns

Components of Authorization Code Tracking window

Add Authorizations Code Tracking in the Encounter tab

Sliding Fee Patient Report Columns