Charge Discount Calculated Amounts

Help Guide for NextGen® Enterprise PM 8

Modify Discounts on Charges

To modify discounts on charges, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. Select Discounts on the Charge Posting toolbar. The Discounts window opens. Edit the desired fields to modify discounts on charges. Select OK. The application reverses the original discount adjustments from the parent charge and tax charges. It then applies new discounts to the parent charges and their associated tax charges using the selected Non-In Progress discount adjustment code. After the new adjustments are posted to the system-generated transaction batch, the application checks to see if any of the discounts need to be approved. When the adjustments are then approved, the new adjustments become finalized within the A/R: Adjustments display in financial reports. Adjustments display in black ink within the patient chart. Patient Statements generated display the new discount adjustments. Parent topic: Charge Disco

Help Guide for NextGen® Enterprise PM 8

Patient Discount Amounts

You can apply charge discounts for a patient by using a patient transaction code. The discount amount is calculated and applied to each charge as described below. Encounter Level by Percentage and Dollar Amount You can calculate patient discount amount at encounter level by percentage or dollar amount. Encounter Level by Dollar Amount Line Item Level by Percentage You can calculate patient discount amount at line item level by percentage. Line Item Level by Dollar Amount You can calculate patient discount amount at line item level by dollar amount. Parent topic: Charge Discount Calculated Amounts

Help Guide for NextGen® Enterprise PM 8

Third Party Discount Amounts

When you are using a third-party transaction code to apply charge discounts for a payer, the discount amount is calculated for each charge. Encounter Level by Percentage or Dollar Amount You can calculate the discount amount for all charges by percentage or dollar amount. Encounter Level by Dollar Amount Line-Item Level by Percentage or Dollar Amount You can calculate discount amount for selected charges on the encounter by percentage or dollar amount. Line Item Level by Dollar Amount Parent topic: Charge Discount Calculated Amounts

Help Guide for NextGen® Enterprise PM 8

Enable Charge Discounts in Practice Preferences

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. Note: This setting affects the patient discount calculation while using an adjustment transaction code when source is a patient. Insurance discount using an adjustment transaction code when source is the third party is calculated based on the total charge amount, regardless of this setting. In the Preference List, select Charge Entry, and then select the Charges tab. Select Enable discounts in charge entry to enable charge discounts in the Charge Posting window. Note: The Discounts icon becomes available on the Charge Posting toolbar, and the Discounts Criteria section in the Transaction Codes window. Select Apply patient discount to patient balance only to calculate patient discounts using the Patient Amount on each charge and not the Original Charge Amount. Do not select Apply patient discount to patient balance only to calculate patient discounts using the

Help Guide for NextGen® Enterprise PM 8

Line Item Level by Dollar Amount

When you select Apply patient discount to patient balance only on the Charge Entry tab on the Practice Preferences window and the Line Item and Discount by dollar amount are selected on the Discount Adjustment Code window. You can calculate patient discount amount to the selected charges on the encounter by dividing the patient amount for each charge by the total of all selected patient amounts, and then multiplying the % of total selected patient amounts by the dollar amount. Patient Amount / Total of All Selected Patients Amounts = % of Total Selected Patient Amounts % of Total Selected Patient Amounts x Dollar Amount = Discount Amount When the Apply patient discount to patient balance only option is not selected on the Charge Entry tab in the Practice Preferences window and the Line Item and Discount by dollar method are selected on the Discount Adjustment Code window. You can calculate patient discount amount for all charges on the encounter by dividing the original charge amount f

Help Guide for NextGen® Enterprise PM 8

Encounter Level by Percentage and Dollar Amount

When you select Apply patient discount to patient balance only on the Charge Entry tab in the Practice Preferences window and the Encounter and Discount by percentage are selected on the Discount Adjustment Code window. You can calculate patient discount amount for all charges on the encounter by multiplying the patient amount for each charge by the percentage. Patient Amount x Percentage = Discount Amount You can also calculate patient discount amount for all charges on the encounter by selecting Discount by dollar amount on the Discount Adjustment Code window and dividing the patient amount for each charge by the total of all patient amounts, and then multiplying the % of total patient amounts by the dollar amount. Patient Amount / Total of All Patient Amounts = % of Total Patient Amounts % of Total Patient Amounts x Dollar Amount = Discount Amount When the Apply patient discount to patient balance only option is not selected on the Charge Entry tab in the Practice Preferences window

Charge Discount Calculated Amounts

Recommendations

Modify Discounts on Charges

Patient Discount Amounts

Third Party Discount Amounts

Enable Charge Discounts in Practice Preferences

Line Item Level by Dollar Amount

Encounter Level by Percentage and Dollar Amount

Modify Discounts on Charges

Patient Discount Amounts

Third Party Discount Amounts

Enable Charge Discounts in Practice Preferences

Line Item Level by Dollar Amount

Encounter Level by Percentage and Dollar Amount