Collection Reports

Help Guide for NextGen® Enterprise PM 8

Receivable Analysis Reports

The Receivable Analysis reports provide the ability to perform in-depth analysis of collections over time and to monitor the receivables balances by categories. The following Receivable Analysis reports are available in NextGen® Enterprise PM: By Age By Month By Type To access the reports in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Receivable Analysis, and then select one of the above reports. Receivable Analysis by Age Report Receivable Analysis by Month Report Receivable Analysis by Type Report Receivable Analysis Reports Columns Parent topic: Accounts Receivable Reports

Help Guide for NextGen® Enterprise PM 8

Budget Plans Reports

Budget Plans reports enable you to track guarantor accounts that are on a budget plan. The following reports are available: General Budget Plans: Displays a list of all guarantor accounts that are on a budget plan. Pre-Listed Plans: Displays a list of all guarantor accounts that are on a budget plan that has reached a Pre-List status. Re-Establish Plans: Displays a list of all guarantor accounts that are on a budget plan that should have their budget parameters re-established. For example, encounters have been added to a budget plan, and therefore the original payment amount and number of payments are no longer applicable with the new balance on the budget plan. To access the reports in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Budget Plans, and then select one of the above reports. Budget Plans Reports Columns Parent topic: Accounts Receivable Reports

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Encounter Report

The Aging Analysis by Encounter report is an encounter-based report that shows the total outstanding balance for each encounter by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the encounter status over time is not stored. Therefore, if using the Process Date filter, select all encounter statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Enc Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Enc Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in Next

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Line Item Report

The Aging Analysis by Line Item report is a line item-based report that shows the total outstanding balance for each charge by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the charge status over time is not stored. Therefore, if using the Process Date filter, select all charge statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Charge Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Charge Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in NextGen®

Help Guide for NextGen® Enterprise PM 8

Budget Letter Analysis Reports

Budget Letter Analysis reports enable you to track guarantor accounts that have received a budget letter or statement regarding a past-due balance on their budget plan. The following reports are available: By Pre-List Status: Displays a list of guarantors that generated a pre-list letter or statement on a specified process date due to their budget plan reaching a Pre-List status. By Delinquent Status: Displays a list of guarantors that generated a delinquent letter or statement on a specified process date due to their budget plan reaching a Delinquent status. By Missed Payment Status: Displays a list of guarantors that generated a missed payment letter or statement on a specified process date due to their budget plan reaching a Missed Payment status. By Underpayment Status: Displays a list of guarantors that generated an underpayment letter or statement on a specified process date due to their budget plan reaching an Underpayment status. To access the reports in NextGen® Enterprise PM,

Help Guide for NextGen® Enterprise PM 8

Accounts Receivable Reports

The Accounts Receivable reports category includes various reports that you can use to review financial information for patients and guarantor accounts in your practice. The reports can help you monitor and manage outstanding A/R and assist with your internal billing and collections processes in NextGen® Enterprise PM. The following reports are available from the Reports > Accounts Receivable menu: Aging Analysis By Encounter By Line Item Billed Encounters Budget Letter Analysis By Pre-List Status By Delinquent Status By Missed Payment Status By Underpayment Status Budget Plans General Budget Plans Pre-Listed Plans Re-Establish Plans Contractual Analysis Multiple Encounter Rates per Day Receivable Analysis By Age By Month By Type Unapplied Amounts By Account, Invoice and Encounter Unbilled Encounters Collections Account Summary Insurance Aging Analysis Insurance Aging Analysis – Age Responsible Balances Only Insurance Detail Insurance Summary Collections Follow-Up Aging Analysis by Enco

Collection Reports

Recommendations

Receivable Analysis Reports

Budget Plans Reports

Aging Analysis by Encounter Report

Aging Analysis by Line Item Report

Budget Letter Analysis Reports

Accounts Receivable Reports

Receivable Analysis Reports

Budget Plans Reports

Aging Analysis by Encounter Report

Aging Analysis by Line Item Report

Budget Letter Analysis Reports

Accounts Receivable Reports