Column Filters in Service Item Summary - Transaction Source Report

Help Guide for NextGen® Enterprise PM 8

Column Filters in Service Item Summary - Extended Amount and Transactions Report

Use the following parameters in the Filter 1 section to filter data on the report: Charge Create Date: Include charges with a Create Date within a date range. Charge Process Date: Include charges with a Process Date within a date range. Charge Service Date: Include charges with a Service Date within a date range. Outsource Date: Include line items outsourced within a date range. Transaction Post Date: Include transactions with a Post Date within a date range. Transaction Process Date: Include transactions with a Process Date within a date range. Transaction Date: Include transactions with a Transaction Date within a date range. Charge Type: Include/exclude charges by type. Select Encounter and/or Invoice. Unposted Transactions: Include/exclude unposted transactions. Select either Only or Exclude (default). Slide %: Include line items where the Sliding Fee adjustment is within a percentage range. Outsource: Include/exclude outsourced line items. Select either Only, Exclude, or Include A

Help Guide for NextGen® Enterprise PM 8

Statement Exceptions Report Columns

The following columns are available on the Statement Exceptions report: Column Name Description Data Populates From E/I/A/B Source Number Displays one of the following: Account Number (when Source Type = Account) Encounter Number (when Source Type = Encounter) Source Type Source Type Displays one of the following: Account Encounter Guar Name Guarantor Name Account Profile Pat Name Patient Name Patient Information Dt of Svc Date of Service Charge Posting Sv It Service Item ID Charge Posting Sv It Desc Service Item Description Charge Posting Amt Amount Account Profile > Encounters Detail tab Error Description Error Description Displays one of the following: Rendering provider is missing SIM library is missing/outdated Statement has zero balance Statement has credit balance Filter 2 Use columns to filter data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Sorting Use columns to sort and group data on the report. Column sor

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

NextGen® Enterprise EHR Help

Select Procedure Data

Select Procedure from the Report Filter Settings List. Report Filter Select to display the Procedure Search window. Procedure Search Enter a pertinent Code or Description as a search criterion. Select Search. Select the desired Procedures. Select OKReport Filter Select whether to display patients who have had problems within specific date criteria, for example: Patients who have never had the problem before or after a specific date or between a specific date range. Patients who have ever had a problem before or after a specific date. Patients who have not had this problem since a specific date. To select a date range, check Who Have Ever Had and select Between from the list. The Date Range window opens. Select the dates. Select OK. To select patients who have had problems before or after a specific date, do the following: Check Who Have Ever Had and select Before or After from the list. Select the Year/Month/Day. For example, 1 year and 3 months after today's date. Select the Number of

Help Guide for NextGen® Enterprise PM 8

Unapplied Amounts by Account, Invoice, and Encounter Report Columns

The following columns are available on the Unapplied Amounts by Account, Invoice, and Encounter report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the account, invoice or encounter Loc Name Location Name Location associated with the encounter Guar Name Guarantor Name Guarantor Information Pat Name Patient Name Patient Information Birth Dt Birth Date Patient Information E/I/A/B Source Number: Encounter Account Invoice Budget Transaction Detail Enc Rendering Encounter Rendering Provider Encounter Maintenance Src Type Source Type Transaction Detail Unappld Amt Unapplied Amount Transaction Detail Chg Amt Charge Amount Transaction Detail Ins1 Amt Insurance 1 Amount Transaction Detail Ins2 Amt Insurance 2 Amount Transaction Detail Ins3 Amt Insurance 3 Amount Transaction Detail Pat Amt Patient Amount Transaction Detail Enc Copay Encounter Copay Encounter Maintenance Ln Itm Amt Line Item Amount Transaction Detail Proc Dt Process Date Transactio

Help Guide for NextGen® Enterprise PM 8

Components of the Filter Options Window

The following table lists the fields in the Filter Options window with their descriptions. Filter Description Rendering Physician Displays encounters with a specific rendering physician on the Encounter Maintenance window. Encounter Location Displays encounters with a specific service location on the Encounter Maintenance window. Primary Payer Displays encounters with a specific primary payer on the Encounter Insurance Selection window. Encounter Status Displays encounters with a specific encounter status. You can select one or more of the following: Bad Debt Billed History In Progress Rebill Unbilled Self Balance Displays encounters with a specific pat amount balance in balance control. You can select one of the following and then enter the balance amount. Equals Not Equals Greater Than Less Than Patient Type Displays encounters with a specific patient type on the Encounter Maintenance window. You can select one or more patient types. Encounter Date Displays encounters with a specific

Column Filters in Service Item Summary - Transaction Source Report

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Column Filters in Service Item Summary - Extended Amount and Transactions Report

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Components of the Filter Options Window

Column Filters in Service Item Summary - Extended Amount and Transactions Report

Statement Exceptions Report Columns

Claim Status Report Filters

Select Procedure Data

Unapplied Amounts by Account, Invoice, and Encounter Report Columns

Components of the Filter Options Window