Balancing Advisor Totals

Advisor Section / Total	Balances to	Filter Settings
Appointments: Total Kept (YTD)	Appointments Listing Report	Filter 1: Appt Date = Year to Date Appt Statuses = Kept Confirmed, Rescheduled, and Retained = Include All Deleted = Exclude
Encounters: Unbilled	Unbilled Encounters Report	Filter 1: Encounter Date = All to Date Encounter Status = Unbilled
Encounters: Rebilled	Unbilled Encounters Report	Filter 1: Encounter Date = All to Date Encounter Status = Rebill
Encounters: Bad Debt	Unbilled Encounters Report	Filter 1: Encounter Date = All to Date Encounter Status = Bad Debt
Encounters: Total Billed (YTD)	Billed Encounters Report	Filter 1: Encounter Date = All to Date Encounter Status = Billed
Claims: Paper Claims Electronic Claims Claims Processed (YTD)	Claims Request Lookup	General Tab: Request Status = Pending or Archived Media Type = Paper or Electronic
Accounts Receivable: Total Charges	Daily Charges Report	Filter 1: Process Date = All to Date Create Date = <none> Service Date = <none>
Accounts Receivable: Total Payments	Daily Payments Report	Filter 1: Process Date = All to Date Post Date = <none> Tran Date = <none>
Accounts Receivable: Total Adjustments	Daily Adjustments Report	Filter 1: Process Date = All to Date Post Date = <none> Tran Date = <none>
Accounts Receivable: Total Refunds	Daily Refunds Report	Filter 1: Process Date = All to Date Post Date = <none> Tran Date = <none>
Accounts Receivable: Outstanding AR	Aging Analysis By Line Item Aging Analysis By Encounter Monthly Changes in A/R Report	Filter 1: Process Date = All to Date Enc Status = Bad Debt, Billed, History, Rebill and Unbilled
Letters: Appointment Reminder	File > Print Forms > Letters > Appt Reminders	No search criteria should be entered for the total count
Letters: Budget	File > Print Forms > Letters > Budget Letters	No search criteria should be entered for the total count
Letters: Collection	File > Print Forms > Letters > Account Collection Letters and Encounter Collection Letters	No search criteria should be entered for the total count
Letters: Recall	File > Print Forms > Letters > Recall Letters	No search criteria should be entered for the total count

Help Guide for NextGen® Enterprise PM 8

Accounts Receivable

You can view charge, payment, adjustment and refund statistics for the current practice. Statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. By default, the Date Range field at the top of the section displays All To Date. Therefore, the section displays total charges, payments, adjustments and refunds processed and the outstanding AR from the first day of NextGen® Enterprise PM go-live. Select a specific Date Range to display total charges, payments, adjustments, refunds processed, and the outstanding AR for the selected date. The available options include: All to Date Current Month Current Week Last Month Last Week Year to Date The Estimated Days in AR is calculated based on the Advisor AR Avg Days Date setting in Practice Preferences > General. The available options include: Create Date Date of Service Encounter Date Final Bill Date Last Bill Date Process Date Note: You can double-click on the Charges, Payments, Adjustments or Refunds t

Help Guide for NextGen® Enterprise PM 8

Report Filters to Reflect Advisor Statistics

You can adjust the report filter settings in NextGen® Enterprise PM to display consecutive totals and counts in the Advisor window for data related to appointments, encounters, claims, charges, payments, adjustments, refunds, outstanding balances, and letters concerning appointment reminders, budgets, collections, and recalls. The following table shows how to add filters for specific reports in NextGen® Enterprise PM to view totals for appointments, financials, and related communications in the Advisor window. Advisor Section/Total Balances to Filter Settings Appointments: Total Kept (YTD) Appointments Listing Report In the NextGen Report Filter: Appointments Listing window, on the Filter 1 tab, do the following: From the Appt Date list, select Year to Date. From the Appt Statuses list, select Kept. For Confirmed, Rescheduled, and Retained, select Include All. For Deleted, select Exclude. Encounters: Unbilled Unbilled Encounters Report In the NextGen Report Filter: Unbilled Encountersw

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Encounter Report

The Aging Analysis by Encounter report is an encounter-based report that shows the total outstanding balance for each encounter by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the encounter status over time is not stored. Therefore, if using the Process Date filter, select all encounter statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Enc Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Enc Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in Next

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Encounter Report

The Aging Analysis by Encounter report is an encounter-based report that shows the total outstanding balance for each encounter by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the encounter status over time is not stored. Therefore, if using the Process Date filter, select all encounter statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Enc Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Enc Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in Next

Help Guide for NextGen® Enterprise PM 8

Reports with Info Button

An Info button is available on the Report Filter window for the following reports in NextGen® Enterprise PM: General Reports Patient Chart Demographics Accounts Receivable Reports Aging Analysis > By Encounter Aging Analysis > By Line Item Billed Encounters Contractual Analysis Receivable Analysis > By Age Receivable Analysis > By Month Receivable Analysis > By Type Unapplied Amounts by Account, Invoice and Encounter Collections > Account Summary Collections > Insurance Aging Analysis Collections > Insurance Aging Analysis - Age Responsible Balances Only Collections > Insurance Detail Collections > Insurance Summary Unbilled Encounters Scheduling Reports Appointment Listing Daily Reports Activity Detail By Line Item > Adjustments / Payments / Refunds By Transaction > Adjustments / Payments / Refunds By Encounter > Adjustments / Payments / Refunds Charges Charges By Current User Encounters Monthly Reports Change in Accounts Receivable > By Encounter Change in Accounts Receivable By Line

Help Guide for NextGen® Enterprise PM 8

Reports with Info Button

An Info button is available on the Report Filter window for the following reports in NextGen® Enterprise PM: General Reports Patient Chart Demographics Accounts Receivable Reports Aging Analysis > By Encounter Aging Analysis > By Line Item Billed Encounters Contractual Analysis Receivable Analysis > By Age Receivable Analysis > By Month Receivable Analysis > By Type Unapplied Amounts by Account, Invoice and Encounter Collections > Account Summary Collections > Insurance Aging Analysis Collections > Insurance Aging Analysis - Age Responsible Balances Only Collections > Insurance Detail Collections > Insurance Summary Unbilled Encounters Scheduling Reports Appointment Listing Daily Reports Activity Detail By Line Item > Adjustments / Payments / Refunds By Transaction > Adjustments / Payments / Refunds By Encounter > Adjustments / Payments / Refunds Charges Charges By Current User Encounters Monthly Reports Change in Accounts Receivable > By Encounter Change in Accounts Receivable By Line

Balancing Advisor Totals

Recommendations

Accounts Receivable

Report Filters to Reflect Advisor Statistics

Aging Analysis by Encounter Report

Aging Analysis by Encounter Report

Reports with Info Button

Reports with Info Button

Balancing Advisor Totals

Accounts Receivable

Report Filters to Reflect Advisor Statistics

Aging Analysis by Encounter Report

Aging Analysis by Encounter Report

Reports with Info Button

Reports with Info Button