Bad Debt Process

Help Guide for NextGen® Enterprise PM 8

Processing Pre-Listed Encounters to Bad Debt

When the Encounters Pending Bad Debt report is reviewed, and only pre-listed encounters that are turned over to a collection agency remain on the report, those encounters can be processed to Bad Debt. You can process pre-listed encounters to bad debt in two ways: From the Encounters Pending Bad Debt report. This is the preferred method to do a final review of the pre-list report and/or to save a copy of the final pre-list report before processing encounters to bad debt. Without using the Encounters Pending Bad Debt report. This is the preferred method if a final review of the pre-list has already been done and a copy of the pre-list has already been saved. Process Encounters to Bad Debt from the Encounters Pending Bad Debt Report You can process encounters to bad debt from the Encounters Pending Bad Debt report. Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report Encounters in Bad Debt Status Pre-Listed Encounters Excluded from the Bad Debt Process Encou

Help Guide for NextGen® Enterprise PM 8

Modify Encounters on the Pre-List for Bad Debt

After reviewing the Encounters Pending Bad Debt report, you can modify the encounter on the pre-list. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter the desired patient. Select Find. All existing persons and patients that match the search criteria display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list, select the pre-listed encounter to be modified. Right-click and select Pre-List, and then select Open. The Pre-List Encounter window opens. Modify the Collection Agency, Effective Date and Bad Debt Status fields, if needed. Note: You can modify guarantor credit rating on the Properties tab in the Account Profile window. To save changes and close the window, select OK. The changes appear in red text on the General sub-tab of the Patient Chart > Encounters tab for the pre-listed encounter. Parent topic: Bad De

Help Guide for NextGen® Enterprise PM 8

Adding Encounters to the Pre-List for Bad Debt

You can add encounters to a pre-list for bad debt from the Account Profile for the guarantor, or from the Patient Chart. Each encounter to be pre-listed for bad debt must meet the following conditions: The encounter must have a status of Billed. The insurance balance on the encounter must be $0.00. Note: If an encounter has an Ins1 Amt, Ins2 Amt or Ins3 Amt balance in Balance Control, the insurance balance(s) will be moved to the Pat Amt bucket when the encounter is pre-listed. The patient balance must be greater than $0.00. The encounter cannot have a credit balance. The encounter cannot have unposted transactions. Pre-List Encounters from the Account Profile You can pre-list encounters from the Account Profile on the Pre-List Multiple Encounters from Account window. Pre-List Encounters from Patient Chart You can pre-list encounters from the Patient Chart on the Pre-List Multiple Encounters From Chart window. Parent topic: Bad Debt Process

Help Guide for NextGen® Enterprise PM 8

Reinstating Encounters from Bad Debt

You can reinstate encounters from bad debt status if needed from the guarantor's Account Profile or from Patient Chart. One or more encounters are pre-listed and processed to bad debt in error. You can reinstate such encounters from bad debt. Reinstate Encounters from the Account Profile You can reinstate encounters from the Account Profile. Reinstate Encounters from Patient Chart You can reinstate encounters from Patient Chart. Encounters Reinstated from Bad Debt You can reinstate those encounters from bad debt that are pre-listed and processed to bad debt in error. Parent topic: Bad Debt Process

Help Guide for NextGen® Enterprise PM 8

Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report

Open NextGen® Enterprise PM. From the File menu, select Processes, and then Bad Debt. The Agency Bad-Debt Process window opens. Select the Collection Agency to include the pre-listed encounters in the report. Note: All the collection agencies are selected by default. Clear one or more agencies if they are not to be included on the report. Select the effective date for pre-listed encounters to be included in the report. The default is the current system date and it can be changed if needed. All encounters with a pre-list effective date on or before the date appear on the report. To continue without previewing the report, select OK. A message appears stating that you are about to change the encounter status to bad debt. To continue, select Yes. The message appears stating that the bad debt process is completed. To close the message, select OK. Parent topic: Processing Pre-Listed Encounters to Bad Debt

Help Guide for NextGen® Enterprise PM 8

Pre-Listed Encounters Excluded from the Bad Debt Process

The following pre-listed encounters are excluded from the bad debt process: Encounters with a Line Item Credit Balance: When an encounter that is already on the pre-list for bad debt has a transaction posted, before the bad debt process is run, resulting in a negative (credit) patient balance on some line items and a positive (debit) patient balance on others, a message appears when the bad debt process is run stating that there is [n] encounter that has a line item patient credit and the encounter will not be processed. You can do one of the following: To continue the bad debt process, you can select Yes. All encounters except those with a line item credit balance will process and change to Bad Debt status. To discontinue the bad debt process for all encounters, you can select No. Encounters with an Unposted Transaction: When an encounter that is already on the pre-list for bad debt has an unposted transaction before the bad debt process is run, a message appears when the bad debt pro

Bad Debt Process

Recommendations

Processing Pre-Listed Encounters to Bad Debt

Modify Encounters on the Pre-List for Bad Debt

Adding Encounters to the Pre-List for Bad Debt

Reinstating Encounters from Bad Debt

Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report

Pre-Listed Encounters Excluded from the Bad Debt Process

Processing Pre-Listed Encounters to Bad Debt

Modify Encounters on the Pre-List for Bad Debt

Adding Encounters to the Pre-List for Bad Debt

Reinstating Encounters from Bad Debt

Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report

Pre-Listed Encounters Excluded from the Bad Debt Process