Create Employer Accounts from Account Lookup

Help Guide for NextGen® Enterprise PM 8

Create Employer Accounts from Employer Lookup

Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Employers. The Employer Lookup window opens. In the Search Criteria section, enter the employer’s information and then select Find. Employer records that match the search criteria appear in the Matching Records section. Right-click the employer, and then select Open. The Employer Maintenance window opens. Verify that the demographics, billing address, and contact information are completed. Select Account. The employer account is created and the Account Profile window opens. Parent topic: Creating Employer Accounts

Help Guide for NextGen® Enterprise PM 8

Creating Employer Accounts

An Employer Account is automatically created when the employer is selected as the guarantor on a patient’s encounter for the first time. If needed, you can manually create an account for an employer before selecting the employer as the guarantor on a patient’s encounter. In NextGen® Enterprise PM, you can create an employer account from the Employer Lookup and Account Lookup windows. Note: To create an employer account, you must first create the employer in the Employers master file in File Maintenance for statement or invoice billing. Create Employer Accounts from Employer Lookup You can create an employer account on the Employer Lookup window. Create Employer Accounts from Account Lookup You can create an employer account to generate statements or invoice bills that include encounters with outstanding self-pay balances. Parent topic: Employer Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Search for Accounts

Open NextGen® Enterprise PM. From the Task Menu menu, select Lookup > Accounts. The Account Lookup window opens. To search for an account, enter the search criteria data, and then select Find. Note: You can use different combinations of the search criteria to search for an account Person and employer accounts that match the search criteria appear in the Account List section of the Account Lookup window. Account Lookup window Parent topic: Managing Accounts

Help Guide for NextGen® Enterprise PM 8

Create Person Accounts from People Lookup

Open NextGen® Enterprise PM. Select Lookup. The People Lookup window opens. In the Search Criteria section, enter the person's information and then selectFind. Person records that match the search criteria appear in the Matching Records section. Select the person, and then selectOpen. The Modify Person Information window opens. Note: When you select the patient, the Update Patient Information window opens. Verify that the demographics, billing address, and contact information are complete. SelectAccount. A message appears asking you for confirmation to create the account. Select OK. The person account is created and the Account Profile window opens. Parent topic: Creating Person Accounts Parent topic: Creating a Person Account

Help Guide for NextGen® Enterprise PM 8

Create Person Accounts from Patient Lookup

Open NextGen® Enterprise PM. On the NextGen® Enterprise PM toolbar, selectChart. The Patient Lookup window opens. Enter the search criteria data to locate the patient, and then selectFind. All existing patients that match the search criteria display in the Matching Records section of the Patient Lookup window. Right-click the patient, and then select Open. The Add Patient Information window opens. Verify the Demographics, Billing Address and Phone information. SelectAccount. A message appears asking you for confirmation to create the account. SelectOK. A person account is created and the Account Profile window opens. Parent topic: Creating Person Accounts Parent topic: Creating a Person Account

Help Guide for NextGen® Enterprise PM 8

Access Active Accounts

You can select an active account from the toolbar of the current account. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Accounts. The Account Lookup window opens. To search for an account, enter the search criteria data, and then select Find You can use different combinations of the search criteria to search for a person's account. Accounts that match the search criteria, appear in the Account List section. Double-click a person account. The Account Profile window opens. Select open menu , and then select Access Active Account. Access Active account The active account icon Active account icon displays at the bottom of the Account Profile window. The active account becomes the current account. Parent topic: Person Accounts Overview

Create Employer Accounts from Account Lookup

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Create Employer Accounts from Employer Lookup

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