Charge Posting Overview

Help Guide for NextGen® Enterprise PM 8

Access the Charge Posting Window

You can open the Charge Posting window by selecting Charges on the NextGen® Enterprise PM toolbar. You can also access the Charge Posting window from the following areas in NextGen® Enterprise PM. Appointment Book Appointment Lookup Encounter Lookup Patient Chart Account Profile To open the Charge Posting window from Appointment Book, do the following: From the Appointment Book, locate the desired appointment. Note: The appointment must be kept with a linked encounter. Right-click the appointment and select Charges from the menu. The Charge Posting window opens displaying the patient name and the selected appointment details. To open the Charge Posting window from the Appointment Lookup window, do the following: From the NextGen® Enterprise PM toolbar, select the ApptList button. The Appointment Lookup window opens. Enter the appropriate Search Criteria to locate the desired appointment. Select Find. Note: The appointment must be kept with a linked encounter. In the Appointment List se

Help Guide for NextGen® Enterprise PM 8

Charge Posting Overview

On the Charge Posting window in NextGen® Enterprise PM, you can enter new charges or modify existing charges on patient encounters or company invoices. A charge is any service or procedure that is rendered to a patient by a provider within the practice. All charges include the following fields. Service Date Service Item (SIM) Code CPT4 Code Quantity Unit Price Diagnosis Codes Rendering Provider Place of Service Location Charge Posting Window Access the Charge Posting Window You can open the Charge Posting window to enter or modify Charges. Charge Posting Toolbar Charge Posting toolbar enables you to access icons to perform different actions, while working with charges. Navigating the Charge Posting Window You can use hot-key commands to navigate the charge posting window. Charge Posting Additional Fields You can enable additional fields for specific types of billing. Parent topic: Billing and Collections

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in Charge Posting

Before you begin Practice and user preferences must be set in charge posting to enable the Patient Information Bar. Open NextGen® Enterprise PM. From the main toolbar, select Charges. The Charge Posting window opens displaying the Patient Information Bar. The Patient Information Bar does not display any information until a patient is selected. Patient information bar in charge posting Search for and select the patient and encounter to record charges. The information for the selected patient displays in the Patient Information Bar. Note: If you access the Charge Posting window from the Appointment Book or Encounters tab of the chart, the patient data automatically appears in the Patient Information Bar. For more information on charge posting, go to the NextGen Healthcare Success Community, and download the latest Billing and Collections User Guide forNextGen®Enterprise PM. Parent topic: Viewing the Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in Charge Posting

Before you begin Practice and user preferences must be set in charge posting to enable the Patient Information Bar. Open NextGen® Enterprise PM. From the main toolbar, select Charges. The Charge Posting window opens displaying the Patient Information Bar. The Patient Information Bar does not display any information until a patient is selected. Charge Posting Window for Patient Information Bar Search for and select the patient and encounter to record charges. The information for the selected patient displays in the Patient Information Bar. Note: If you access the Charge Posting window from the Appointment Book or Encounters tab of the chart, the patient data automatically appears in the Patient Information Bar. For more information on charge posting, go to the NextGen Healthcare Success Community, and download the latest Billing and Collections User Guide for NextGen® Enterprise PM. Parent topic: Viewing the Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

View Charges from the Charge Posting Window

You can view existing charges of a patient from the Charge Posting window. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. In the charge ledger section at the bottom of the window, right-click to access the shortcut menu. Select Ledger Views. Select one of the following Ledger Views. All Patient Charges: shows all charges for every encounter and every payment/adjustment for each charge. The first column on the left displays the encounter number. The total reflects the sum of all charges and the listed payments or adjustments. All Encounter Charges: Shows all charges for the encounter you select and every payment/adjustment for each charge. You can select an encounter from the Encounter field or from the All Patient Charges. The total reflects the sum of all charges and the listed payments or adjustments. This is the default view. Today's Charges: Shows all the entered charges with a create date of today. The first

Help Guide for NextGen® Enterprise PM 8

View Charges from the Charge Posting Window

You can view existing charges of a patient from the Charge Posting window. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. In the charge ledger section at the bottom of the window, right-click to access the shortcut menu. Select Ledger Views. Select one of the following Ledger Views. All Patient Charges: shows all charges for every encounter and every payment/adjustment for each charge. The first column on the left displays the encounter number. The total reflects the sum of all charges and the listed payments or adjustments. All Encounter Charges: Shows all charges for the encounter you select and every payment/adjustment for each charge. You can select an encounter from the Encounter field or from the All Patient Charges. The total reflects the sum of all charges and the listed payments or adjustments. This is the default view. Today's Charges: Shows all the entered charges with a create date of today. The first

Charge Posting Overview

Recommendations

Access the Charge Posting Window

Charge Posting Overview

Open the Patient Information Bar in Charge Posting

Open the Patient Information Bar in Charge Posting

View Charges from the Charge Posting Window

View Charges from the Charge Posting Window

Charge Posting Overview

Access the Charge Posting Window

Charge Posting Overview

Open the Patient Information Bar in Charge Posting

Open the Patient Information Bar in Charge Posting

View Charges from the Charge Posting Window

View Charges from the Charge Posting Window