Create a New Invoice

Help Guide for NextGen® Enterprise PM 8

Delete an Invoice

You can delete an invoice for the following reasons: There are no charges or transactions on the invoice. Charges are entered but they have not yet been processed. The charges need to be deleted prior to deleting the invoice. Charges are entered but not processed, the charges need to be deleted prior to deleting the invoice. Transactions are entered but not posted, the transactions need to be deleted. Open NextGen® Enterprise PM. From the main toolbar, select Account. The Account Lookup window opens. Enter the employer name in the Employer/Last Name field, and then clear the People Accounts check box. Select Find. The employer displays in the Account List section of the window. Double-click the account. The Account Profile window opens. Select the Inv Summary tab. Select the invoice. Select Open Menu , and then select Delete Invoice. A message appears confirming to delete the Invoice [n]. Select OK. Note: You cannot delete an invoice with charges. If you attempt to delete an invoice wi

Help Guide for NextGen® Enterprise PM 8

Add Charges to an Invoice

To add charges to an invoice, do the following: Note: After adding charges to an invoice, the charge status changes to Rebill from Billed. Open NextGen® Enterprise PM. Select the Account icon on the main toolbar. The Account Lookup window opens. Enter the employer name in the Employer/Last Name field, and then clear the People Accounts check box. Select Find. The employer displays in the Account List section. Double-click the account. The Account Profile window opens. Select the Inv Summary or Inv Detail tab. Select the invoice to add charges. Select the Open Menu button and select Charges. The Charge Posting window displays the following information: Account: Employer name Invoice: Invoice number and date Svc Dates: Invoice create date Select New to enter the first charge. Enter the following for each charge: Svc Dates: Service Dates default from the invoice create date and can be modified if needed. Svc Item: Enter the SIM code for the charge being entered. Modifiers: Enter up to 4 m

Help Guide for NextGen® Enterprise PM 8

Invoices

In NextGen® Enterprise PM Invoices enables an employer account to bill for performed services. Invoices do not go through the regular billing and claim edits process. They are billed when they are printed. Note: Patient charts and encounters are not created for invoice charges in NextGen® Enterprise PM or NextGen® Enterprise EHR. A text description to identify the patient is entered on each invoice charge. It is desired to have a record in the patient chart with clinical and billing documentation on an encounter. You should avoid using invoice, instead create a chart and an encounter for each patient. You can select the employer as the guarantor on each patient’s encounter to generate a statement for the employer instead of an invoice. Create a New Invoice An invoice must be created for an employer account before charges can be entered. Add Charges to an Invoice When you create an invoice for an employer account, you can add charges to the invoice. Billing Invoices You can bill invoice

Help Guide for NextGen® Enterprise PM 8

Bill an Individual Invoice

To print and bill an individual invoice, do the following: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. In the Employer/Last Name field, enter the employer name. Select Find. The employer displays in the Account List section. Double-click the account. The Account Profile window opens. Select the Inv Summary tab. Select the invoice to be billed. Select Open Menu > Print > Invoice. The Demand Invoice window opens. Review the default Invoice Options and make modifications, if needed. Note: The default settings are selected in Practice Preferences > Invoices. The defaults for Minimum Invoice Amount and Include Invoices of Status do not apply when printing an individual invoice. To preview the invoice, select Preview. To print the invoice, select Print. When the Update Invoice Dates and Billing Status check box is selected, a message appears that all [n] invoices are printed correctly. Do one of the following: If the invoice prints correctly, select Yes. The

Help Guide for NextGen® Enterprise PM 8

Rebill an Invoice

You can rebill an invoice for the following: When you enter an incorrect charge and modify it after the invoice was billed. When you add charges after the invoice was billed. When the payment is not received for a billed invoice. Note: An invoice in an Unbilled status cannot be rebilled. Only invoices in Billed or History status can be rebilled. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter the employer name in the Employer/Last Name field, and then clear the People Accounts check box. Select Find. The employer displays in the Account List section. Double-click the account. The Account Profile window opens. Select the Inv Summary tab. Select the invoice to rebill. Select Open Menu , and then select Rebill. The invoice status changes from Billed to Rebill. The invoice can be printed and rebilled now, or it can be printed later in a batch with other unbilled/rebilled invoices. Parent topic: Billing Invoices

Help Guide for NextGen® Enterprise PM 8

Employer Accounts Overview

You can create an employer account when the employer is selected as the guarantor on a patient’s encounter for the first time. You can also generate statements for the employer’s account that include encounters with outstanding self-pay balances. A guarantor can have only one account applicable for one or more patients, each with one or more encounters. For example, an employer is a guarantor on several encounters for the employees who are seen for pre-employment physicals or drug screens. An employer account can also be manually created for an employer that billed by invoice. For example, the practice may participate in a flu shot clinic conducted at an employer’s facility and that employer is billed by invoice for the flu injections provided to their employees. NextGen® Enterprise PM assigns each account a unique account number that you can find on the employer's Account Profile window. The account number is printed on statements and invoices sent to the employer. The Account Profile

Create a New Invoice

Recommendations

Delete an Invoice

Add Charges to an Invoice

Invoices

Bill an Individual Invoice

Rebill an Invoice

Employer Accounts Overview

Delete an Invoice

Add Charges to an Invoice

Invoices

Bill an Individual Invoice

Rebill an Invoice

Employer Accounts Overview