Balancing Charges Entered to Fee Tickets

Help Guide for NextGen® Enterprise PM 8

Daily Charges Report

The Daily Charges report is a line item report of daily charges by service item. This report is sorted based on location name, Encounter/Invoice number, and service item. Totals are for charge amount, with a subtotal for each location, and grand total of all locations. You can total the Count column of the Daily Charges report using the Totals tab on the Report Filter. Since the Count column is the Quantity of SIMS per charge, this gives you the total number of units for all charges. This sum can then be compared and matched to the sum of all charges on the Monthly Provider Productivity by RVU, the Service Item Summary with Extended Amount and Transactions, and the Transaction Summary reports. NextGen Healthcare recommends that you only choose one of the Filter 1 date ranges (create date, process date, or service date) to generate a meaningful report. To show the process date, be sure to specify the Process Date rather than the create date on the Filter 1 tab. The Charge report should

Help Guide for NextGen® Enterprise PM 8

Daily Charges Report

The Daily Charges report is a line item report of daily charges by service item. This report is sorted based on location name, Encounter or Invoice number, and service item. Totals are for charge amount, with a subtotal for each location, and grand total of all locations. To balance charges entered in to the system to fee tickets, run the Daily Charges report. You can total the Count column of the Daily Charges report using the Totals tab on the Report Filter. Since the Count column is the Quantity of SIMS per charge, this gives you the total number of units for all charges. This sum can then be compared and matched to the sum of all charges on the Monthly Provider Productivity by RVU, the Service Item Summary with Extended Amount and Transactions, and the Transaction Summary reports. NextGen Healthcare recommends that you only choose one of the Filter 1 date ranges (create date, process date, or service date) to generate a meaningful report. To show the process date, be sure to specif

Help Guide for NextGen® Enterprise PM 8

Transactions by Line Item Summary Report

The Transactions be Line Item Summary report breaks each rendering provider's transaction into adjustments, payments, and refunds. It also shows the extended charge amount for each provider. It is sorted by practice, location name, and rendering provider. Totals are for count (how many of each) of each transaction type (adjustment, payment, refund), and total dollars for each transaction type, with a subtotal for each rendering provider, subtotal for each location and grand total of all locations for each practice. NextGen Healthcare recommends that you only choose one of the Filter 1 charge date ranges (create date, process date, or service date), and only one (if any) transaction-type date to generate a meaningful report. The counts and totals for adjustments, payments and refunds in the Transaction Summary report should balance to the Transaction Summary With Transaction Code report. In addition, each transaction column should balance to the corresponding Daily report, provided the

Help Guide for NextGen® Enterprise PM 8

Transactions by Line Item Summary Report

The Transactions be Line Item Summary report breaks each rendering provider's transaction into adjustments, payments, and refunds. It also shows the extended charge amount for each provider. It is sorted by practice, location name, and rendering provider. Totals are for count (how many of each) of each transaction type (adjustment, payment, refund), and total dollars for each transaction type, with a subtotal for each rendering provider, subtotal for each location and grand total of all locations for each practice. NextGen Healthcare recommends that you only choose one of the Filter 1 charge date ranges (create date, process date, or service date), and only one (if any) transaction-type date to generate a meaningful report. The counts and totals for adjustments, payments and refunds in the Transaction Summary report should balance to the Transaction Summary With Transaction Code report. In addition, each transaction column should balance to the corresponding Daily report, provided the

Help Guide for NextGen® Enterprise PM 8

Service Item Summary - Extended Amount and Transactions Report

This charge-based report retrieves all charges that fall into a selected date range. It then brings over all (or date-specified) transactions attached to those charges such as adjustments, payments, and refunds. It is sorted by practice, location name, and service item. To access the report in NextGen® Enterprise PM, select the Reports menu and select Monthly, then select Service Item Summary, and then select Extended Amount and Transactions. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM. From the Report Filter window, select the Info button to view the following information about the report: Logic: All charges and transactions are tracked to the primary payer on the encounter. All transactions are tracked back to the original charge: If only a charge date range is entered; all charges within the specified date range are displayed and all transactions associated to those charges, regardless

Help Guide for NextGen® Enterprise PM 8

Service Item Summary - Extended Amount and Transactions Report

This charge-based report retrieves all charges that fall into a selected date range. It then brings over all (or date-specified) transactions attached to those charges such as adjustments, payments, and refunds. It is sorted by practice, location name, and service item. To access the report in NextGen® Enterprise PM, select the Reports menu and select Monthly, then select Service Item Summary, and then select Extended Amount and Transactions. Note: This report can be enabled to use enhanced reporting functionality. From the Report Filter window, select the Info button to view the following information about the report: Logic: All charges and transactions are tracked to the primary payer on the encounter. All transactions are tracked back to the original charge: If only a charge date range is entered; all charges within the specified date range are displayed and all transactions associated to those charges, regardless of date, are displayed. If both charge and transactions dates are ent

Balancing Charges Entered to Fee Tickets

Recommendations

Daily Charges Report

Daily Charges Report

Transactions by Line Item Summary Report

Transactions by Line Item Summary Report

Service Item Summary - Extended Amount and Transactions Report

Service Item Summary - Extended Amount and Transactions Report

Balancing Charges Entered to Fee Tickets

Daily Charges Report

Daily Charges Report

Transactions by Line Item Summary Report

Transactions by Line Item Summary Report

Service Item Summary - Extended Amount and Transactions Report

Service Item Summary - Extended Amount and Transactions Report