Claim Status Report Columns

Column Name	Description
Trace Id	Appears by default.
Status	Encounter charge or status appears by default.
Sent Date	Claim request sent date appears by default.
Encounter	Encounter number appears by default.
Patient Name	Appears by default.
Subscriber Name	Appears by default.
Payer Name	Appears by default.
Mem Id	Appears by default.
Dt of Svc	Date of service appears by default.
Payment Date	Appears by default.
Check/EFT	Appears by default.
Claim Charge Amount	Appears by default.
Claim Status Code	Appears by default.
Code Description	Appears by default.
Status Code	Appears by default.
Billing Type	Appears by default.
Remittance Date	Appears by default.
Pharmacy Number	Appears by default.
Provider	Appears by default.
Check Issue Date	Appears by default.
Transaction Id	Does not appear by default.
Transaction Date Time	Transaction date and time do not appear by default.
Batch Id	Does not appear by default. Note: Batch Id is blank.
Prac ID	Practice ID appears by default.
Patient Relationship	Appears by default.
Employers Id	Employer's Id appears by default.
SSN	Social security number appears by default.
Requester	Appears by default.
Text Message	Appears by default.
Claim Number	Appears by default.

Help Guide for NextGen® Enterprise PM 8

Claim Status Report Filters

The following table lists the filters available in the Filter 1 section. Filter Description Claim Status Request Date The date range of the claim status request. Claim Status Response Date The date range of the claim status response. Claim Status Includes one or more of the following statuses selected in the report for the claims: Accepted Mixed Rejected Not Reported Pending You can use the following operators on columns in theFilter 2section to filter the data in the report: Between Equals Not Equals Greater Than Less Than Like You can use the Payer section to filter data on the report by payer name. You can use the Provider section to filter data on the report by Provider name. You can use the COLUMN filter in the Sorting section to sort and group data on the report. The column sorting options include the following: Ascending Descending Group By Page Break Note: The columns that are not available for Group By or Page Break are indicated by 'n/a'. You can use the column total options

Help Guide for NextGen® Enterprise PM 8

Charge Posting Toolbar

The toolbar on the Charge Posting window includes icons that you can use to perform a variety of actions and functions when working with charges in NextGen® Enterprise PM. The following table describes the use of each icon available on the Charge Posting toolbar. Icons Name Description View Chart Opens the Patient Chart window for the selected patient. Recall Opens the Recall Plan Maintenance window to add a recall for a patient who has no existing recalls, or the Patient Recall window for a patient who has one or more existing recall. Encounter Maintenance Opens the Encounter Maintenance window for the selected encounter to add the encounter details. Encounter Insurance Opens the Encounter Insurance Selection window for the selected encounter to add insurance to an encounter. Patient Insurance - Encounter Opens the Patient Insurance – Encounter window for the primary payer on the selected encounter. Balance Control Opens the Balance Control window for the selected encounter. Patient B

Help Guide for NextGen® Enterprise PM 8

Encounter List Columns

Column Name Column Description Auto Size Column Automatically resizes the column where the cursor is focused to fit the content in the column. Auto Size All Columns Automatically resizes all columns to fit the content in each column. Enc Nbr Displays the system-assigned encounter number. Date Displays the billable date from the Encounter Maintenance window. Patient Name Displays the patient's last, first, and middle names from the Patient Information window. Location Displays the service location from the General tab of the Encounter Maintenance window. Status Displays the abbreviated status for each encounter. A = Bad Debt B = Billed H = History I = In Progress R = Rebill U = Unbilled Primary Payer Displays the primary payer linked to each encounter from the Encounter Insurance Selection window. Financial Class Displays the financial class for the primary payer linked to each encounter. Patient Type Displays the patient type from the General tab of the Encounter Maintenance window. Re

Help Guide for NextGen® Enterprise PM 8

External Manual Charge Processing - History Report Columns

The following columns are available on the External Manual Charge Processing - History report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Location Name Charge Posting Encounter Encounter Number Encounter Maintenance Dt of Svc Date of Service Charge Posting Pat Name Patient Name Patient Information Per Nbr Person Number Patient Information Payer Name Payer Name Encounter Insurance Selection Note: The external payer is mapped to the NextGen payer in the Payers master file > External tab. Contracted Ind Contracted Payer Indicator Payers Master File Sts Encounter/Charge Status (Abbreviated) Encounter Maintenance Charge Posting Error Desc Error Description Charge Processing Crt Dt Create Date Modification Information Created By Created By Modification Information Mod Dt Last Modified Date Modification Information Modified By Last Modified By Modification Information CPT4 CPT4 Charge Posting Count Count Charge

Help Guide for NextGen® Enterprise PM 8

Statement Options

Field Description Include remit phone number on export Shows included practice’s phone number in the header section of statements that are electronically exported to a third-party vendor for processing (printing and mailing). For example, NextGen® EDI. Note: The phone number from the Practices master file in File Maintenance is used. Prefix practice ID onto account number Shows prefix account numbers on statements (printed or exported) with the four-digit Practice ID from the Practices master file in File Maintenance. The account numbers will appear as 16-digit numbers. For example: 0001000000001234 where 0001 is the practice ID and 1234 is the account number. Note: For exported statements, the third-party vendor must be able to accommodate this extended number format. Order by patient name within each statement Display multiple patients on a single statement in alphabetical order by first name. If not selected, patients will display in numerical order by encounter number. Suppress SSN

Help Guide for NextGen® Enterprise PM 8

Column Selections on Process Pending Charges Window

The following table describes the column name and description that can be used while making column selections. Column Name Column Description Auto Size Column Automatically resizes the column where the cursor is currently focused. Auto Size All Columns Automatically resizes all displayed columns. Enc Nbr Shows the encounter number for each charge. Pat Name Shows the patient name for each charge. Location Shows the location for each charge. Primary Payer Shows the encounter primary payer for each charge. Service Item Shows the service item code for each charge. Service Item Desc Shows the service item description for each charge. Units Shows the quantity for each charge. Amount Shows the extended amount (price) for each charge. Service Date Shows the start service date for each charge. Rendering Shows the rendering provider for each charge. App Shows the application from which the charge originated. For example, NextGen® Enterprise EHR. Mod 1 - 4 Shows modifiers 1 - 4 for each charge. D

Claim Status Report Columns

Recommendations

Claim Status Report Filters

Charge Posting Toolbar

Encounter List Columns

External Manual Charge Processing - History Report Columns

Statement Options

Column Selections on Process Pending Charges Window

Claim Status Report Filters

Charge Posting Toolbar

Encounter List Columns

External Manual Charge Processing - History Report Columns

Statement Options

Column Selections on Process Pending Charges Window