Collections

Help Guide for NextGen® Enterprise PM 8

Following Up on Encounters

This section provides information on how to flag encounters for collections follow up. Encounter Maintenance Billing & Collections Tab You can enter an encounter follow up date on the Encounter Maintenance window.You can send an encounter collection letter for collection of an outstanding self-pay balance.You can add or modify an encounter note on the Encounter Maintenance window. Use the Collections Follow Up Report The Collections Follow Up report is used to track encounters that have a follow up date. Parent topic: Collections

Help Guide for NextGen® Enterprise PM 8

Collection Letters

There are two types of collections letters used in NextGen® Enterprise PM. You can send a Demand Account collection letter to a guarantor that typically references the outstanding self-pay balance on their account. The letter include multiple encounters for multiple patients on the account. You can send a Demand Encounter collection letter to a guarantor that typically references a specific encounter on their account. The letter can be used for a variety of reasons, such as collection of an outstanding self-pay balance, or information requested by their insurance. You can first create letters in the Letters master file in File Maintenance, and then generate them for the appropriate guarantors in NextGen® Enterprise PM. Note: You can create demand account and encounter letters in File Maintenance in multiple languages and then print in NextGen® Enterprise PM based on the Correspondence Language selected in the patient's demographics. For more information on collection letters, refer to

Help Guide for NextGen® Enterprise PM 8

Budget Plans

A budget plan is a financial arrangement made between the practice and an account guarantor. In this arrangement, the guarantor agrees to make the scheduled payments against their outstanding balance until the balance is paid in full. There are two methods for billing accounts on budget plans, Budget Letters and Budget Statements. Each practice must decide the method of billing as it directly impacts the required setup. Setting Up Budget Plans You can set up Budget Plans in File Maintenance. Add a Perpetual Budget Plan to an Account You can use the Budget tab under the Account Profile window to add a perpetual budget plan to an account. Add a Non-Perpetual Budget Plan to an Account You can use the Budget tab on an Account Profile window to add a non-perpetual budget tab to the account. Print a Budget Agreement A Budget Agreement can be printed on the Budget Details window. Print or Export Batch Budget Letters You can print or export batch budget letters. Print or Export Batch Budget St

Help Guide for NextGen® Enterprise PM 8

Use the Collections Follow Up Report

The Collections Follow Up report track encounters on the Billing & Collections tab of the Encounter Maintenance window. The report has drill-down functionality with direct access to encounters in patient charts. If the Follow Up Date on an encounter is changed or removed, the patient is crossed-out on the report indicating the encounter has already been reviewed. Open NextGen® Enterprise PM. From the Reports menu, select Accounts Receivable. Select Collections, and then select Collections Follow Up. The NextGen Report Filter window opens. Select Columns, and then select the desired columns to be included in the report. Select Filter 1, and then select the desired Follow Up Date range for the report. Select Filters, and then select any additional data that you want to generate on the report. Select Sorting, and then sort and group encounters by the Follow Up Date. To save changes and generate the report, select OK. The Collections Follow Up List preview window opens. On the report, doub

Help Guide for NextGen® Enterprise PM 8

Collections Follow-Up Report

This is an encounter level report that you can use as a collection work list. For an encounter to appear on this report, you must go to the Collections tab of the Encounter Maintenance window, and then select the Follow-Up check box and enter a Follow-Up Date. The special feature of this report is that if the follow-up date is changed, the report on screen displays the patient's encounter with a strike-through, or "crossed off", indicating the encounter has been worked. The report has "drill-down" functionality that enables you to double-click on a record to access the Encounter Maintenance window directly from the report. This report can also be run to include Rendering Providers. For information on running this report based on Rendering Providers, refer to Other Reporting Filters in this section. The report is sorted by location name, patient name, encounter date and encounter number. Totals are for encounter balance, with a subtotal for each patient within each location, subtotal fo

Help Guide for NextGen® Enterprise PM 8

Add a Non-Perpetual Budget Plan to an Account

A Non-Perpetual budget plan is a plan where the user manually selects existing encounters with a self-pay balance on an account and adds them to the budget plan. Future new encounters added to the account are also manually added to the budget plan. Note: Encounters in Bad Debt status cannot be included in a budget plan. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Accounts. The Account Lookup window opens. To search for a guarantor account, enter the search criteria data, and then select Find. Accounts that match the search criteria appear in the Accounts List section. Double-click the guarantor account in the Account list. The Account Profile window opens. Select the Budget tab. The Budget Details window opens. Select the open menu button and select New. The Budget Details window opens. Budget Details- Budget Plan window In Budget Type, select Non-Perpetual. Note: The Default Budget Type defined in Practice Preferences > Budget Accounts determines which option is

Collections

Recommendations

Following Up on Encounters

Collection Letters

Budget Plans

Use the Collections Follow Up Report

Collections Follow-Up Report

Add a Non-Perpetual Budget Plan to an Account

Collections

Following Up on Encounters

Collection Letters

Budget Plans

Use the Collections Follow Up Report

Collections Follow-Up Report

Add a Non-Perpetual Budget Plan to an Account