Converting In Progress Encounters in a Batch

Help Guide for NextGen® Enterprise PM 8

Convert In Progress Encounters on Demand

To convert a single encounter from In Progress to Unbilled status, do the following: Open the patient chart and select the Encounters tab. Right-click the In Progress encounter and select Convert In Progress to Unbilled. The Convert In Progress to Unbilled process runs. When it is finished, the Convert In Progress Encounter report appears. Parent topic: Billing In Progress Encounters

Help Guide for NextGen® Enterprise PM 8

Billing In Progress Encounters

In Progress encounters must be converted to an Unbilled encounter status before you can bill the encounter. There are two ways to convert In Progress encounters to Unbilled encounters. Demand Batch Note: When you convert an In Progress encounter to an Unbilled encounter, a process date (closing date) is assigned to all charges and transactions on the encounter. Any transactions that reside in an un-posted batch retain blank process dates and are not affected by the conversion. Convert In Progress Encounters on Demand You can convert an In Progress encounter to an Unbilled encounter. Converting In Progress Encounters in a Batch You can convert In Progress encounters in a batch in NextGen® Background Business Processor. Parent topic: The Billing Process

File Maintenance Help for NextGen® Enterprise 8

Additional In Progress Status Security Rights

The security rights associated with the In Progress billing status enable you to control which users can: Set new encounters to be In Progress encounters change the In Progress status recalculate charges on In Progress encounters In Progress Encounter rights are set up in System Administrator on the Rights tab in Operations > Encounters. For more information about how to set rights and permissions, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen Enterprise. In Progress Indicator on New Encounter Security Right In Progress Indicator on New Encounter – If the status of new encounters is not set to In Progress by default, you can allow users with the appropriate security right to manually set the status on new encounters to In Progress. These users can select the In Progress check box on the Create Encounter window to create an In Progress encounter. Note: Once users select the check box, they cannot clear it unless they change the

Help Guide for NextGen® Enterprise PM 8

Basic Overview

When In Progress Billing is enabled for a practice, new encounters created can have a status of In Progress instead of Unbilled. These encounters represent on-going work or care that has started, but that has not yet been completed. Therefore, they are held from the normal batch billing process that typically includes encounters in Unbilled and Rebill status. Charges and transactions can be entered on In Progress encounters. However, those charges and transactions will have a blank process date. Without a process date, those amounts are not officially included in the financials and receivables on reports for the practice. After the work or care is completed on an In Progress encounter, the encounter goes through a process that converts it to Unbilled status. If the encounter was billed while it was In Progress, then the process converts it to Billed status. During the conversion, a process date is associated to all charges and transactions on the encounter, and those amounts become par

File Maintenance Help for NextGen® Enterprise 8

In Progress Billing Setup

The In Progress encounter status represents work or care that has not been completed and, therefore, would not be stated in the accounts receivables. For example, you could use the status to represent orthotic or prosthetic devices that are not yet completed or for pre-paid patient care that is not yet administered. When NextGen® Enterprise PM users enter charges and transactions for an In Progress encounter, those items will contain blank process dates and, therefore, cannot officially be included in the financials and cannot be part of the receivables. After a user creates an encounter in an In Progress status, a process can change the status from In Progress to Unbilled, which is the normal status for an encounter that has yet to go through billing and produce a claim. When the status changes to Unbilled, all charges and transactions entered for the In Progress encounter become posted and the system sets the processing and closing dates on the transactions and charges. If there is a

NextGen® Enterprise EHR Help

In Progress Billing Status for Encounters

The encounter status of In Progress represents work or care that has not been completed and is not yet stated in the accounts receivable. After a user creates an encounter in an In-Progress status, a process can change the status from In Progress to Unbilled, which is the normal status for an encounter that has yet to complete billing and produce a claim. When the status changes to Unbilled, all charges and transactions entered for the In-Progress encounter become posted, and the system sets the processing and closing dates on the transactions and charges. If there is a claim when the status is changed to Unbilled, the system automatically changes the status to Billed. You can indicate whether an encounter is ready to be converted from In Progress to Unbilled by using a designated template field with a convert-in-progress indicator of Y (Yes) or N (No). Selecting Y releases a hold on the encounter that enables it to be converted to Unbilled. NextGen® Enterprise EHR displays the convert

Converting In Progress Encounters in a Batch

Recommendations

Convert In Progress Encounters on Demand

Billing In Progress Encounters

Additional In Progress Status Security Rights

Basic Overview

In Progress Billing Setup

In Progress Billing Status for Encounters

Convert In Progress Encounters on Demand

Billing In Progress Encounters

Additional In Progress Status Security Rights

Basic Overview

In Progress Billing Setup

In Progress Billing Status for Encounters