NextGen Knowledge Center

Components of the Filter Options Window

The following table lists the fields in the Filter Options window with their descriptions.

FilterDescription
Rendering PhysicianDisplays encounters with a specific rendering physician on the Encounter Maintenance window.
Encounter LocationDisplays encounters with a specific service location on the Encounter Maintenance window.
Primary PayerDisplays encounters with a specific primary payer on the Encounter Insurance Selection window.
Encounter StatusDisplays encounters with a specific encounter status. You can select one or more of the following:
  • Bad Debt
  • Billed
  • History
  • In Progress
  • Rebill
  • Unbilled
Self BalanceDisplays 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 TypeDisplays encounters with a specific patient type on the Encounter Maintenance window. You can select one or more patient types.
Encounter DateDisplays encounters with a specific billable date on the Encounter Maintenance window. You can select the period from the Encounter Date list and the start and end date.
CaseDisplays encounters linked to a specific case. You can select the desired case from the list.
ICD CodesDisplays encounters that have charges with a specific diagnosis code. You can select the open record button to select one or more ICD codes.
Service ItemsDisplays encounters that have charges with a specific service item. You can select the open record button to select one or more SIM codes.
CPT CodesDisplays encounters that have charges with a specific CPT code. You can select the open record button to select one or more CPT codes.
Charge DateDisplays encounters that have charges with a specific service date. You can select the period from the Charge Date list and the start and end dates.
Transaction DateDisplays encounters that have payments, adjustments, or refunds with a specific transaction date. You can select the period from the Transaction Date list and the start and end dates.
Void ChargesDisplays encounters with the following voided charges.
  • Only
  • Exclude
  • Include All (default)
Outsourced ChargesDisplays encounters with the following outsourced charges:
  • Only
  • Exclude
  • Include All (default)