Cost Estimation for an Appointment

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for an Encounter

You can estimate the patient cost for an encounter with any status such as Bad Debt, Billed, History, In Progress, Rebill, or Unbilled. Encounters with or without SIM codes are considered for cost estimation. If you want to open the Estimate Patient Cost window from the Encounter Lookup window, do the following: To open the Encounter Lookup window, you can select Encounter on the toolbar or select Tasks > Lookup > Encounters from the menu. You can find the specific encounter using the search criteria. You can then right-click the encounter and select Estimate Patient Cost from the menu. If you want to open the Estimate Patient Cost window from the Encounters tab on the Patient Chart window, do the following: You can select Chart on the toolbar to open the Patient Chart window. On the People Lookup window that opens, find and select the patient. On the Encounters tab of the chart, you can right-click an encounter number from the list and select Estimate Patient Cost from the menu. By de

Help Guide for NextGen® Enterprise PM 8

Estimate Patient Cost Fields

The following table describe the fields that display patient and guarantor demographic information, list of payers, provider, location, and service type for estimating patient cost on the Estimate Patient Cost window. Field Description Enables you to select a person or patient record. If you have not selected a person or patient record, a search window opens where you can select the patient or person. If you have already selected a patient or person record, the Modify Patient Information window opens. Opens the account, patient chart, or patient balance based on your selection. The menu displays the following options: Account: Opens the patient's account profile. If the selected patient does not have an account, the demographic information opens where you can create the account profile for the selected patient or person. Chart: Opens the chart of the selected patient. If the person does not have a chart, the demographic information opens and you can create a chart for the person. Patie

Help Guide for NextGen® Enterprise PM 8

View and Resubmit Cost Estimations

You can create a cost estimation using the values of an existing cost estimate. You can open a cost estimate from the history or from the Clinical History/Notes tab in the patient's chart. You can also search for a specific cost estimate using the cost estimate ID. You can open a cost estimate and modify your selections for the following on the Estimate Patient Cost window. Payer and self-pay selections Rendering provider, location, and service type Service line items Estimation notes Diagnosis codes Open the Estimate Patient Cost window. To open a cost estimate, do one of the following: In History, select to select a cost estimate. In Cost Estimate ID, type a part of the cost estimate ID. The estimates that match the entered value appear. Note: The search displays cost estimates for patient or person records that are part of the inclusion list. Cost estimates for patients or people that are part of the exclusion list are not displayed in the search. Select the desired cost estimate. N

Help Guide for NextGen® Enterprise PM 8

Generate Cost Estimation

The default information appearing on the Estimate Patient Cost window depends on the source of the cost estimation. You can specify the necessary data such as provider information, service location, service type, service items, and units of service items required for estimating cost. Additionally, you can keep notes and assign diagnosis codes. In NextGen® Enterprise PM, select Est Patient Cost on the toolbar. The People Lookup window opens. Double-click to select a person. The Modify Person Information window opens. You can make necessary changes to the person record and then select Ok. The Estimate Patient Cost window opens for the selected person or patient. On the Estimate Patient Cost window, to select the payer in the Payer Selection section, do one of the following: Note: Payer Selection is a required field. If the person or patient wants to use insurance coverage for the services, select a payer from the list. Note: You can select only one payer from the list. If you select a pa

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for a Person

A person in NextGen® Enterprise PM is denoted by and can be any of the following: New patient who has not yet been checked in for the first appointment Guarantor for a patient in the practice Insurance policy holder for a patient in the practice Emergency contact for a patient in the practice Patient in another practice within the same enterprise You can find a person using the People Lookup window and initiate cost estimation for the person. You can open the People Lookup window through one of the following methods. Selecting Lookup or Est Patient Cost on the toolbar. Selecting Tasks > Estimate Patient Cost from the menu. Selecting Tasks > Lookup > People from the menu. You can use the search criteria to find the person. You can open the Estimate Patient Cost window by right-clicking the record of the specific person and selecting Estimate Patient Cost. If you initiate cost estimation for a person or patient using the People Lookup window, the following information is displayed. Demog

Help Guide for NextGen® Enterprise PM 8

Estimating Patient Cost

In NextGen® Enterprise PM, the Estimate Patient Cost window enables you to specify the inputs required for calculating the patient and insurance responsibility amounts for services planned or rendered. You can initiate cost estimation from: The People Lookup window for a person. The Patient Lookup window for a patient. The Appointment Lookup window or the appointment book for an appointment or event. The Encounter Lookup window or the Encounters tab on the Patient Chart window for an encounter. The Estimation Results in the Clinical History/Notes tab on the Patient Chart window. When you initiate the cost estimation, the Estimate Patient Cost window opens: Every time you specify and submit data on the Estimate Patient Cost window, a new cost estimation record will be created with a unique cost estimation ID. Multiple cost estimates can be created for one person, patient, appointment, or encounter. Estimate Patient Cost Fields Details are provided for the fields that define the distribu

Cost Estimation for an Appointment

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Cost Estimation for an Encounter

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