Creating Employer Accounts

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

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

Create Employer Accounts from Account Lookup

Open NextGen® Enterprise PM On the NextGen® Enterprise PM toolbar, select Account. The Account Lookup window opens. Select Employer/Last Name, and then enter the employer name. Clear the People Accounts and Existing Accounts Only check boxes. Select Find. The employer appears in the Account List section of the Account Lookup window. Double-click to select the employer. The employer account is created and the Account Profile window opens. Parent topic: Creating Employer Accounts

Help Guide for NextGen® Enterprise PM 8

Creating a Person Account

When you select a person as the guarantor on a patient’s encounter for the first time, the person's account is automatically created. You can manually create a person account before selecting that person as the guarantor on a patient’s encounter, if needed. You can create a person account from the following areas in NextGen® Enterprise PM. People Lookup Patient Lookup Note: To create a person account, the person must have an existing demographic record. Create Person Accounts from People Lookup You can create a person account using the People Lookup window. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Managing Accounts

An account guarantor is a person or business responsible for the charges remaining in a patient's account after all the parties have paid their share. An account guarantor can be one of the following: Patient Family member Person whose insurance is being billed Employer An account is a financial summary of the patient's guarantor. A guarantor can have only one account but can be associated with multiple patients for financial responsibility. Accounts can be person accounts or employer accounts with a unique account number. Charges on a guarantor's account is a sum of all the charges on the encounters for all the patients. A patient can have multiple encounters, each associated with a different guarantor account. Search for Accounts You can use the Account Lookup window to search for person or employer accounts. Components of the Account Lookup Window Details of the Account Lookup window. Person Accounts Overview A person account is created to generate statements or invoice bill for the

Help Guide for NextGen® Enterprise PM 8

Person Accounts Overview

A person account is automatically created when the person is selected as the guarantor on a patient’s encounter for the first time, which results in statements generated for the person’s account that include encounters with outstanding self-pay balances. NextGen® Enterprise PM assigns each account a unique account number on the person's Account Profile window. The account number is also printed on statements sent to the guarantor. The Account Profile window for a person account includes the following tabs: Properties Encounter Detail Account Summary Credit Card on File Budget Notes Creating Person Accounts You can create a person account using the People Lookup and the Patient Lookup windows. Set Active Status for Accounts You can use the Account Profile window for a given patient to set an active account. Access Active Accounts You can use the Account Profile window to access an active account. Viewing Account Properties Information You can view account demographics, account settings,

Creating Employer Accounts

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Employer Accounts Overview

Create Employer Accounts from Employer Lookup

Create Employer Accounts from Account Lookup

Creating a Person Account

Managing Accounts

Person Accounts Overview

Creating Employer Accounts

Employer Accounts Overview

Create Employer Accounts from Employer Lookup

Create Employer Accounts from Account Lookup

Creating a Person Account

Managing Accounts

Person Accounts Overview