Create and Bill Subsequent Encounters

Help Guide for NextGen® Enterprise PM 8

Viewing Subsequent Encounters After Billing

During the billing process, the application automatically populates the fields related to recurring billing on the following tabs on the UB tab of the Encounter Maintenance window: General Occurrence Codes Value Codes General Occurance Codes Value Codes Parent topic: Creating Subsequent Encounters in a Series

Help Guide for NextGen® Enterprise PM 8

Creating Subsequent Encounters in a Series

When creating a subsequent encounter in a series for a patient who is set up for recurring billing, the UB Encounters window opens because an existing encounter is flagged as an initial encounter and it does not have a discharge date. The Copy Forward button on this window enables you to link subsequent encounters in the same series to the initial encounter. Create and Bill Subsequent Encounters Viewing Subsequent Encounters After Billing Parent topic: Encounter Settings Required for Recurring UB Billing

Help Guide for NextGen® Enterprise PM 8

Create and Bill the Final Encounter

When creating the final encounter in a series for a patient for recurring billing, the UB Encounters window opens to enable you to link the final encounter to the initial encounter. From the Encounters tab on the patient's chart, select the open menu button and select New. The UB Encounters window opens. Highlight the encounter that displays the initial encounter and select the Copy Forward button. The Create Encounter window opens. Note: The copy forward function copies the values from the Onset Date, Occurrence Codes, and Value Codes from the initial encounter to the new encounter. The encounter is identified in the application as the final encounter in the series, because the billable date is different from the onset date and the discharge is the same as the billable date. Enter the date the patient is discharged from therapy in the Discharge Date field. This field is required for the final encounter in the series. Enter the date treatment was started in the Admit Date field. Select

Help Guide for NextGen® Enterprise PM 8

Set Up and Bill a Single Encounter

When creating an encounter for recurring billing, you must set up the encounter to activate the automated billing for the single encounter. Access the applicable encounter. The Encounter Maintenance window opens. Enter the date the illness/injury began in the Onset Date field. This is a required field for the initial encounter for recurring billing. Enter the date the patient is discharged from therapy in the Discharge Date field on the General tab. This field is required for a single encounter in a series. Enable the Initial Enc in Series check box. Note: This field displays only when the Type of Facility and Bill Classification fields are set up in Practice Preferences. Select OK. Add the appropriate charges. Note: The revenue codes, which are attached to service items, must be set up before posting charges on the Charge Posting window in order for recurring UB billing to be recognized. Bill the encounter. After the billing process is complete, a single claim in a series is generated

Help Guide for NextGen® Enterprise PM 8

Set Up and Bill an Initial Encounter

When creating an encounter for recurring billing, you must set up the encounter to activate the automated billing for the initial encounter. On the Patient's Chart highlight the initial encounter and double-click. The Encounter Maintenance window opens. Enter the date the illness/injury began in the Onset Date field. This is a required field for the initial encounter for recurring billing. On the General tab, under the Encounter Types field, enable the Initial Enc in Series check box. Note: This field displays only when the Type of Facility and Bill Classification fields are set up in Practice Preferences. Select OK. Add the appropriate charges. Note: The revenue codes, which are attached to service items, must be set up before posting charges on the Charge Posting window in order for recurring UB billing to be recognized. Bill the encounter. After the billing process is complete, the first claim in a series is generated. Parent topic: Initial Encounter in a Series

Help Guide for NextGen® Enterprise PM 8

UB Tab on the Create Encounters Window

Only Enhanced UB users who are using the automated UB claims process can see and use the UB tab on the Create Encounters window in NextGen® Enterprise PM. The following list explains the functionality of this tab. When an Enhanced UB user wants to create a new encounter for a patient who had a previous encounter billed as a UB, this window appears. This window allows you to copy forward all the automated UB encounter information (for primary payers only) that was previously entered for this patient. The encounters that populate this window have the following characteristics: The Type of Bill field, segment 3 on the UB / General tab populates with a 2, 3, or a blank space. The encounters are in Unbilled, Billed, Rebilled, or Bad Debt status. When you select an encounter that is listed on the window, you can use the buttons at the bottom of the window to do the following: Select the New button to create a new encounter for this patient without copying forward any previous encounter infor

Create and Bill Subsequent Encounters

Recommendations

Viewing Subsequent Encounters After Billing

Creating Subsequent Encounters in a Series

Create and Bill the Final Encounter

Set Up and Bill a Single Encounter

Set Up and Bill an Initial Encounter

UB Tab on the Create Encounters Window