NextGen Knowledge Center

Change Encounter Discounts to Line Item Discounts

When you change from an encounter-level discount to a line-item level discount, the previous discount amounts are cleared in both the header and on the line items.

To change encounter-level charge discounts to line item-level discounts, do the following:

  1. Open NextGen® Enterprise PM.
  2. Open the Charge Posting window for the desired patient and encounter.
  3. Select Discounts on the charge posting toolbar.
    The Discounts window opens.

  4. Select Line Item in the Discount Level section.
  5. To change encounter-level discount to a line-item level discount, do one of the following:
    • Apply the Discount % or Amount from the previous encounter level discount to the selected line items.
    • In the Discount Application panel, delete the existing value from the encounter level discount and then re-enter a new value in the Percentage or the Amount fields that will then default to each selected line item.
    • Select on each line item you want to apply a discount to and enter in the discount parameter (percentage or discount amount) and then select OK.
    The new discounts are processed according to the status of the encounter:
    • In Progress encounters: The application deletes the original discount adjustments. It applies new discounts and posts the transaction batch. Tax charges are then recalculated. Since the encounter is in an In Progress status, no process dates are defined for the charges or transactions.
    • Non-In Progress encounters: The application reverses the original discount adjustments from the parent charge and tax charges. The system then applies new discounts to the parent charges and their associated tax charges.