Components of the Financial Information

Column	Description
Date	Displays the date of the encounter.
Encounter	Displays the encounter number.
Charges	Display the total amount for charges.
Payments	Displays the total amount for payments.
Adj/Refunds	Displays the amount for adjustments or refunds.
Ins 1	Displays the primary insurance of the patient.
Ins 2	Displays the secondary insurance of the patient.
Ins 3	Displays the tertiary insurance of the patient.
Self	Displays if the patient is self-pay.
Bad Debt	Displays the amount in bad debt.
Outsource Agency	Displays the outsourcing agency.
Outsource Date	Displays the date the patient encounter is outsourced.
Case	Displays the case number.
Patient Type	Displays the patient type.
Ln Item Bal	Displays the line item balance.
Create Age	Displays the number of days since the encounter was created.
Patient Resp Age	Displays the patient responsibility age.
Encounter Age	Displays the number of days that have elapsed since the encounter is created.
First Bill Age	Displays the number of days that have elapsed since the first bill.
Last Bill Age	Displays the number of days that have elapsed since the last bill.
Credit Age	Displays the credit age in number of days.
Optik Order Nbr	Displays the order number from NextGen® Optical Management
Enc Rendering	Displays the rendering provider on the encounter.
Enc Location	Displays the service location of the encounter.

Help Guide for NextGen® Enterprise PM 8

Viewing Financial Information

Viewing Financial Information Viewing Financial Information You can view the patient's financial history by selecting the Financial tab of the patient chart. The Financial tab lists all the encounters that are associated with the patient and provides details of the payments received according to the primary, secondary, or tertiary insurances. Double-click an encounter in the list to expand the view to the charge level. For more information on adding charges to an encounter or billing an encounter, go to NextGen Healthcare Success Community, and download the latest Billing and Collections Guide for NextGen® Enterprise PM. Financial Tab Components of the Financial Information Details of the financial information in the Financial tab of the patient chart. Filter Encounters on the Patient Chart You can use the Financial tab in the patient chart to filter encounters. Print Fee Tickets You can use the Financial tab in the patient chart to print fee tickets on demand from the patient's chart.

Help Guide for NextGen® Enterprise PM 8

Components of the Encounters Transactions Tab

The following table lists the various components displayed on the Transactions tab under Encounters in the patient chart and their descriptions. Column Description Created Date of the creation of the encounter. Svc Date Service date. SIM Description SIM description. CPT4 CPT4 code. Qty Quantity. Amount Amount of the transaction. Type Type of transaction. Deductible Deductible amount. Credit Card/Bank Acct Info Credit card or bank account. Tracking Desc Tracking description. Transaction Notes Notes on the transaction. Reason Reason for transaction. Tooth Identified tooth. Surface Information on the tooth surface. Quadrant Information in a tooth quadrant. Outsource Date Date of the balance amount outsourcing. Outsource Agency Name of the Outsource agency. Units Anesthesia units. Anesthesia units is the sum of the following units: SIM Base Units Calculated Time Units Anesthesia Modifier Units Optical Management Order Nbr Order number from NextGen® Optical Management. Anesthesia Units Anes

Help Guide for NextGen® Enterprise PM 8

Encounter List Columns

Column Name Column Description Auto Size Column Automatically resizes the column where the cursor is focused to fit the content in the column. Auto Size All Columns Automatically resizes all columns to fit the content in each column. Enc Nbr Displays the system-assigned encounter number. Date Displays the billable date from the Encounter Maintenance window. Patient Name Displays the patient's last, first, and middle names from the Patient Information window. Location Displays the service location from the General tab of the Encounter Maintenance window. Status Displays the abbreviated status for each encounter. A = Bad Debt B = Billed H = History I = In Progress R = Rebill U = Unbilled Primary Payer Displays the primary payer linked to each encounter from the Encounter Insurance Selection window. Financial Class Displays the financial class for the primary payer linked to each encounter. Patient Type Displays the patient type from the General tab of the Encounter Maintenance window. Re

Help Guide for NextGen® Enterprise PM 8

Encounter List Columns

Column Name Column Description Auto Size Column Automatically resizes the column where the cursor is focused to fit the content in the column. Auto Size All Columns Automatically resizes all columns to fit the content in each column. Enc Nbr Displays the system-assigned encounter number. Date Displays the billable date from the Encounter Maintenance window. Patient Name Displays the patient's last, first, and middle names from the Patient Information window. Location Displays the service location from the General tab of the Encounter Maintenance window. Status Displays the abbreviated status for each encounter. A = Bad Debt B = Billed H = History I = In Progress R = Rebill U = Unbilled Primary Payer Displays the primary payer linked to each encounter from the Encounter Insurance Selection window. Financial Class Displays the financial class for the primary payer linked to each encounter. Patient Type Displays the patient type from the General tab of the Encounter Maintenance window. Re

Help Guide for NextGen® Enterprise PM 8

Components of Encounter Information

The following table describes the fields that appear in the Encounter Information section when you select an encounter from the Encounters section: Field Description Encounter Nbr Displays the system-assigned encounter number. Encounter Date Displays the Billable Date entered for the encounter on the Encounter Maintenance window. Encounter Status Displays the current status of the encounter. An encounter can have any of the following status: Unbilled Billed Rebill In Progress Bad Debt History First Bill Date Displays the date when the encounter first went through the billing process in NextGen® Enterprise PM. Last Bill Date Displays the date when the encounter last went through the billing process in NextGen® Enterprise PM. Patient Type Displays the patient type specified for the encounter on the General tab of the Encounter Maintenance window. Occurrence Code Displays the occurrence code selected for the encounter in the Encounter Maintenance window. Onset Date Displays the date of on

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

Components of the Financial Information

Recommendations

Viewing Financial Information

Components of the Encounters Transactions Tab

Encounter List Columns

Encounter List Columns

Components of Encounter Information

Aging Analysis by Encounter Report

Viewing Financial Information

Components of the Encounters Transactions Tab

Encounter List Columns

Encounter List Columns

Components of Encounter Information

Aging Analysis by Encounter Report