Claims

Help Guide for NextGen® Enterprise PM 8

Appointments

This section displays appointment statistics for the current practice. The statistics shown are Real-Time and are updated when the Advisor window is refreshed. Appointment statistics include: Scheduled Today: Total appointments scheduled on the current date Checked-In Today: Total appointments checked-in on the current date Checked-Out Today: Total appointments checked-out on the current date Canceled Today: Total appointments canceled on the current date Scheduled Tomorrow: Total appointments scheduled tomorrow Total Kept (YTD): Total appointments kept year-to-date Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

Encounters

You can view encounter statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Encounter statistics include: Unbilled: Total encounters in Unbilled status and total charges on those encounters Rebilled: Total encounters in Rebill status and total charges on those encounters Bad Debt: Total encounters in Bad Debt status and total charges on those encounters Total Billed (YTD): Total encounters for current year in Billed status and total charges on those encounters Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

Statements/Invoices

You can view statement and invoice statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Statement/Invoice statistics include: Pending Statements: Total statements (including budget statements) to be processed (printed or exported) and the total patient balance on those statements Pending Invoices: Total invoices to be processed (printed) in Pending status and the total charges on those invoices Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

Sections Displayed on the Advisor

The following sections display on the Advisor window: Hyperlink and Messages You can create a custom Hyperlink to display in the upper-left corner of the Advisor window. This provides a way for users in the practice to easily access a website of your choice. Appointments You can view appointment statistics for the current practice. Encounters You can view encounter statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Statements/Invoices You can view statement and invoice statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Claims You can view claim statistics for the current practice. Statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Letters You can view letter statistics for the current practice. Statistics shown are As of Last Night and are updated when the nigh

Help Guide for NextGen® Enterprise PM 8

Claims Processing

Claims can be processed on demand or in batch mode. This section explains: Paper claims Electronic claims - 837 files 997 files 277 files ERA - 835 files COB - manual posting Processing Paper Claims Claim Production Status Report Processing Electronic Claims - 837 Files Process Claim Requests for Multiple Encounters 997/999 File 277 File Coordination of Benefits Electronic and Manual Processing You can view information on all the payers for EDI claims in the Coordination of Benefits Information window. Parent topic: Claims

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

Claims

Recommendations

Appointments

Encounters

Statements/Invoices

Sections Displayed on the Advisor

Claims Processing

Archived Claims

Claims

Appointments

Encounters

Statements/Invoices

Sections Displayed on the Advisor

Claims Processing

Archived Claims