Claim Dates

Help Guide for NextGen® Enterprise PM 8

Aging Dates

Create Date: Aging is based on the charge Create Date, which is captured during charge entry for each line item and reflects the date the charge was created or entered on the Charge Posting window. The date is equal to the current system date and it cannot be modified. Date of Patient Responsibility: Aging is based on the encounter Patient Responsibility Date, which is captured when all remaining charge line item balances on an encounter have been settled to the Pat Amt (patient amount) bucket in the Balance Control window. The Ins1 Amt, Ins2 Amt, and Ins3 Amt (insurance amount) buckets must be $0.00. The date is equal to the current system date and it cannot be modified. However, the date is removed if any charge line item balance on the encounter is settled back to the Ins1 Amt, Ins2 Amt, or Ins3 Amt buckets in the Balance Control window. Date of Service: Aging is based on the charge Service Date, which is captured during charge entry for each line item and reflects the date the serv

Help Guide for NextGen® Enterprise PM 8

Charge and Transaction Dates

Charge Create Date: The date captured during charge entry for each line item and reflects the date the charge was created or entered on the Charge Posting window. The date is equal to the current system date and it cannot be modified. Charge Service Date: The date captured during charge entry for each line item and reflects the date the service was rendered. The date defaults to the Charge Posting window from the Billable Date field on the Encounter Maintenance window. The date can be modified either before or after the practice closing process. Charge Process Date: The date captured during the practice closing process. For Auto Close, the date is the same as the current system date unless the process date was overridden (backdated) on the Charge Posting window. For Manual Close, the date is the Current Process Date displayed on the Practice Closing window unless the process date was overridden (backdated) on the Charge Posting window. In either case, the date cannot be modified after

Help Guide for NextGen® Enterprise PM 8

Encounter Dates

Encounter Date / Billable Date: The date captured when an encounter is created and reflects the date the patient was seen. If the encounter is created from the Appointment Book check-in process, the date defaults from the appointment date. If the encounter is created from the Patient Chart, the date defaults to the current system date. In either case, the date can be modified. Note: Encounter Date is the same as the Billable Date on the Encounter Maintenance window. First Bill Date: The date captured when the encounter status changes from Unbilled to Billed and reflects the date the encounter was first billed. This happens when the encounter successfully passes all claim edits during the billing process for the first time. The date is equal to the current system date and it cannot be modified. Last Bill Date: The date captured each time an encounter is billed and reflects the date the encounter was last billed. This happens when the encounter successfully passes all claim edits during

Help Guide for NextGen® Enterprise PM 8

Filter Dates

You can filter reports in NextGen® Enterprise PM to include data within a specified date range. The following types of dates can be used as filters on the Filter 1 tab of the Report Filter window. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates The Filter 1 dates vary for each report. For example, charge date filters are available on the Daily Charges report and claim dates filters are available on the Claim Requests report. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates Parent topic: Setting Report Columns and Filters

Help Guide for NextGen® Enterprise PM 8

Archived Claims

When a claim is created from the billing/claim edits process, it has a status of Pending. Once the pending claim is processed by being printed (paper) or added to an EDI file (electronic), the claim status changes to Archived. Archived claims have a Process Date that indicates the date the claim was put into an archived status. Access an Archived Claim Access an Archived Claim from the Encounter Claim Request Window Parent topic: UB Claims

Help Guide for NextGen® Enterprise PM 8

Process Date for Automatic Adjustments

If the charge Process Date is overridden during charge posting and there is a Contract linked to the patient’s insurance that is set up in File Maintenance to Automatically Adjust Charges, the process date on the automatic adjustment will be the same as the process date entered for the charge. If the charge Process Date is overridden during charge posting and there is a Sliding Fee Schedule linked to the patient that is set up in File Maintenance to make automatic adjustments based on family size and income, the process date on the automatic adjustment will be the same as the process date entered for the charge. If the charge Process Date is overridden during charge posting and there is a Charge Discount Adjustment applied to the line item or encounter, the process date on the adjustment transaction will be the same as the process date entered for the charge. For all automatic adjustments listed above, if the Process Date on the charge is modified after the adjustment has been applied

Claim Dates

Recommendations

Aging Dates

Charge and Transaction Dates

Encounter Dates

Filter Dates

Archived Claims

Process Date for Automatic Adjustments

Aging Dates

Charge and Transaction Dates

Encounter Dates

Filter Dates

Archived Claims

Process Date for Automatic Adjustments