Create Cost Estimation Forms in File Maintenance

Help Guide for NextGen® Enterprise PM 8

Print Cost Estimation Forms

Before you begin Ensure that your administrator has customized the cost estimation form template in File Maintenance. There are many ways in which you can initiate the printing of the cost estimation form. Do one of the following to initiate the printing of a cost estimation form. To print Action Cost estimation form from the current cost estimation (without electronic signature) On the Estimate Patient Cost window, specify and submit the data for cost estimation. Select Print. NGERTS- 4593 -> NGERTS-6300Cost estimation form of the latest cost estimation for a specific encounter from the Encounter Lookup window (without electronic signature) Open the Encounter Lookup window. Use the search criteria to find the desired encounter. Right-click the encounter, and select Print > Forms. NGERTS- 4593 -> NGERTS-6300Cost estimation form of the latest cost estimation from the patient's chart (without electronic signature) Open the Patient Chart window, and select the Encounters tab. Right-click

Help Guide for NextGen® Enterprise PM 8

Archive Electronically Signed Cost Estimation Forms

After capturing the electronic signature on the cost estimation form, close the form toolbar. A message appears to confirm that you want to archive the signed document. Note: You can archive forms that contain at least one electronic signature. The message does not appear if there are no electronic signatures on the form. Select Yes. You can view the archived forms on the Clinical History/Notes tab in the patient's chart. Parent topic: Printing Estimated Patient Cost

Help Guide for NextGen® Enterprise PM 8

Printing Estimated Patient Cost

You can obtain a printed output of the cost estimate. The form can be created according to the needs of the patient or person, insurance provider, rendering provider, and so on. Your system administrator can create the form template using the Pre-Services/Estimate Information fields in File Maintenance > Form Enhanced. The form can be printed with or without electronic signature. For electronically signed forms, your administrator must enable the electronic signature feature in File Maintenance. After printing a form, it can be archived only if it is electronically signed. You can view and reprint the previous cost estimation forms from the estimation results in the Patient Chart window. Note: If your administrator has modified the form template, you will get the output in the modified format when you reprint it from the estimation results in the patient's chart. For more information on printer settings, go to NextGen Healthcare Success Community, download the Practice Workflow User Gu

Help Guide for NextGen® Enterprise PM 8

Placeholders in Form Templates

The placeholders in form templates are replaced by actual values on the form. The Estimate Patient Cost window is the data source for the fields on the form template. The following table lists the form template placeholders and their corresponding fields on the Estimate Patient Cost window. Pre-Service Fields on the Form Template Matching Field on the Estimate Patient Cost window Pre-Service Appointment Date Appt Date in the Patient/Guarantor Information section Pre-Service Cost Estimate ID Cost Estimate ID in the Patient/Guarantor Information section Pre-Service Date of Service Service Date in the History section Pre-Service Diagnosis Code 1 to Pre-Service Diagnosis Code 12 Diagnosis codes in the ICD-CM section Pre-Service Encounter Date EncNbr and Date in the Patient/Guarantor Information section Pre-Service Encounter Number EncNbr and Date in the Patient/Guarantor Information section Pre-Service Estimate Date Estimation Date/Time in the History section Pre-Service Estimated Adjustme

Help Guide for NextGen® Enterprise PM 8

Forms and Labels

Forms and Labels can be created in File Maintenance and then printed for an individual patient, or for multiple patients in NextGen® Enterprise PM. Any type of form that is used by a practice can be created in the Forms master file, or the Forms Enhanced master file. Some forms may be used to gather information from a patient, such as an intake form. Other forms may be used to provide information to a patient or to their insurance provider. Each form is created using a combination of free-text verbiage for static information on the form, and data fields that are automatically populated with patient-specific information when the form is printed. Labels that are used by a practice can be created in the Label Templates master file. Examples include mailing labels, chart labels and specimen labels. Similar to forms, each label is created using a combination of free-text verbiage for static information on the label, and data fields that are automatically populated with patient-specific info

Help Guide for NextGen® Enterprise PM 8

Pay and Print Options for Cost Estimation

The Estimate Patient Cost window enables you to: Make payments for the services submitted for cost estimation even before starting treatment. Print the cost estimate. Make Pre-Services Payment You can set an active batch and make the payment for the estimated services from the Estimate Patient Cost window. Printing Estimated Patient Cost You can print the cost estimate form in the format created in Form Enhanced. You can also print a cost estimate form that has been electronically signed and archived. Parent topic: Pre-Services Cost Estimation

Create Cost Estimation Forms in File Maintenance

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Print Cost Estimation Forms

Archive Electronically Signed Cost Estimation Forms

Printing Estimated Patient Cost

Placeholders in Form Templates

Forms and Labels

Pay and Print Options for Cost Estimation

Print Cost Estimation Forms

Archive Electronically Signed Cost Estimation Forms

Printing Estimated Patient Cost

Placeholders in Form Templates

Forms and Labels

Pay and Print Options for Cost Estimation