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

Advisor Window

The Advisor window displays a summary of information and statistics for the practice. You can determine what information displays on the window by customizing your user preferences. You can also select whether you want the window to automatically display when logging in or when changing practices in NextGen® Enterprise PM. The Location field at the top of the window displays All Locations by default. Therefore, the window displays information for all locations within the current practice. Select a specific location to display information for the selected location only. The Provider field at the top of the window displays All Providers by default. Therefore, the window displays information for all rendering providers within the current practice. Select a specific provider to display information for the selected provider only. To refresh and update the information displayed on the Advisor window, select the Refresh Advisor button in the upper-right corner. The information in some section

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

Receivable Analysis by Type Report

The Receivable Collections Analysis by Type report dynamically identifies seven reporting periods: 0-60, 61-120, 121-180, 181-240, 241-300, 301-360, >361. The >181 category rolls-up everything older than one year and only lists the net receivables amount. The net receivables amount is balances to the total AR. The ‘Total Net’ value matches the Accounts Receivable total on the other standard AR reports. You can choose to include or to exclude unapplied transactions. If unapplied transactions are included, then add the unapplied amount to the Net field under >181. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Receivable Analysis, and then select By Type. From the Report Filter window, select the Info button to view the following information about the report: Logic: Results are based on the Process Date of the charges. All transactions captured within the process date parameters set in Filter 1 are reported in the same

Help Guide for NextGen® Enterprise PM 8

Receivable Analysis by Age Report

The Receivable Analysis by Age report breaks out Patient vs. Third Party information. The Net AR total can be verified against standard AR reports. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Receivable Analysis, and then select By Age. From the Report Filter window, select the Info button to view the following information about the report: Logic: Results are based on the Process Date of the charges. All transactions captured within the process date parameters set in Filter 1 are reported in the same month as their associated charges; allowing for a net collection calculation. Charges report against the current primary payer/financial class on the encounter. Transactions report against the actual payer/financial class of the transaction. The Section column allows you to separate encounters that are currently in a Bad Debt status from active accounts receivable. The Rendering physician and the Location Filters are b

Balancing Advisor Totals

Recommendations

Accounts Receivable

Advisor Window

Aging Analysis by Encounter Report

Reports with Info Button

Receivable Analysis by Type Report

Receivable Analysis by Age Report

Accounts Receivable

Advisor Window

Aging Analysis by Encounter Report

Reports with Info Button

Receivable Analysis by Type Report

Receivable Analysis by Age Report