Correct an Error from the Report
- From the report, hover over the desired encounter to access the "drill-down"
cursor.
- Double-click the encounter.
The Data Integrity - History/Non-History window opens.
Recommendations
Help Guide for NextGen® Enterprise PM 8
An encounter listed on the History/Non-History Status report can be reviewed in more detail by accessing the Patient Chart or Balance Control window directly from the report. Generate the History/Non-History Status report . From the report, hover over the desired encounter to access the "drill-down" cursor. Do one of the following: Right-click and select Chart from the menu. The Patient Chart > Encounters with the selected encounter highlighted on the left. Right-click and select Balance Control from the menu. The Balance Control window displays for the selected encounter. Parent topic: History/Non-History Status ReportAccess the Patient Chart or Balance Control from the Report
Help Guide for NextGen® Enterprise PM 8
Encounters with the following error messages can be resolved directly from the History/Non-History Status report. Encounter [nn] has a zero balance but has offsetting charge bucket values and potentially should be in a history status.The resolution for the error is NextGen® Enterprise PM automatically clears the offsetting credit and debit buckets for the charge in Balance Control. Encounter [nn] has a zero balance but an offsetting debit on one charge line and a credit on another charge line. This encounter should potentially be in a history status. This will be resolved by adding a debit and credit transaction to the encounter.The resolution for the error is NextGen® Enterprise PM automatically adds a transaction to the encounter with a tracking description of Data Maintenance Reversal Batch. This offsetting transaction zeroes out the credit balance on one charge and the debit balance on the other charge. Note: An Offset Balance Transaction Code must be selected in Practice PreferencResolving Errors from the Report
Help Guide for NextGen® Enterprise PM 8
From the Reports menu, select System, then Data Maintenance, and then History/Non-History Status. The following prompt displays: This report is database intensive and will affect all users. This should be run after hours. Are you sure you wish to continue? To continue, select Yes. The Report Filter window appears. To continue, select OK. The report generates and one of the following occurs: No errors are found and the following prompt displays; There is not data to report!To close the prompt, select OK. Errors are found and the report displays on the screen. For more information on errors, see History/Non-History Status Report Error Messages History/Non-History Status Report Columns History/Non-History Status Report Error Messages Parent topic: History/Non-History Status ReportGenerate the History/Non-History Status Report
Help Guide for NextGen® Enterprise PM 8
The History/Non-History Status data maintenance report lists the following types of encounters: Encounters currently in history status that should potentially be in a non-history status because they have a non-zero balance. Encounters currently in a non-history status that should potentially be in history status because they have a zero balance. Note: In versions prior to 5.9. UD1, there is a History Status report and a Non-History Status report. In version 5.9 UD1, these two reports are combined into a single History/Non-History Status report. This report should be run at least once per month. NextGen Healthcare recommends running the report multiple times throughout the month, if needed, to ensure that all errors appearing on the report are resolved before generating financial reports for month end. Generating the report is database intensive, potentially affecting other users on the system. Therefore, it should be run after business hours. In general, the errors listed on this reporHistory/Non-History Status Report
Help Guide for NextGen® Enterprise PM 8
The following system and data maintenance reports have "drill-down" functionality that enables you to auto-correct errors directly from the report: Charge Validation Transaction Validation History/Non-History Status Miscellaneous By double-clicking on a row, you can now correct the errors through interactive intervention as soon as the report data displays. In the past, when you had errors on the data integrity reports, you had to open a ticket with NextGen Healthcare Client Support to have the errors fixed. With auto-correct, you can "drill-down" from that line item on the report and correct the error before printing. After double-clicking on the line item, the following message displays: If the error cannot be auto-corrected, the following displays: Parent topic: Data Maintenance ReportsAuto-correcting Data Maintenance Reports
Help Guide for NextGen® Enterprise PM 8
Run the Eligibility and Benefit Records Report. From the report, hover over the desired record to access the "drill-down" cursor. Double-click the record. The Data Integrity - Unassigned Elig and Benefit Info Records window appears. Select one of the following Data Integrity Options: Assign current practice to this record only: Select this option to assign the practice to the selected record. Assign current practice to all records displayed: Select this option to assign the practice to all records on the report. To continue, select Assign. A message box appears stating, the selected records will only be viewable within this practice. Select Yes. The application does the following: The application does the following: Assigns the current practice and enterprise ID to the record(s). Updates modified by to the current user. Updates the modified date to the current date. Displays a message stating the record(s) have been updated. Parent topic: Eligibility and Benefit Records Report