Creating Sliding Fee Schedules

Help Guide for NextGen® Enterprise PM 8

Sliding Fee Schedules

Sliding Fee Schedules are typically used by Health Centers. They are linked to a patient or to a specific patient encounter in NextGen® Enterprise PM. Once linked, a percentage of the charge amounts entered on an encounter are automatically adjusted off. The percentage of the automatic adjustment is based on household family size and annual income. Sliding Fee Schedule adjustments are reported on the UDS Report. Multiple sliding fee schedules can be created if needed. For example, if the percentage discounts vary for medical, dental, vision and/or behavioral health services, separate schedules can be created for each. To use Sliding Fee Schedules in NextGen® Enterprise PM, the following setup must be completed: Create Transaction Codes in File Maintenance to be used for sliding fee adjustments. Create Sliding Fee Schedules in File Maintenance. Configure options in Practice Preferences > Sliding Fee to determine how sliding fee adjustments should function within the practice. Once Slidi

Help Guide for NextGen® Enterprise PM 8

Creating Sliding Fee Schedules

Before a Sliding Fee Schedule can be linked to a patient or encounter in NextGen® Enterprise PM, the schedule must first be created in File Maintenance. Each sliding fee schedule is configured by family size and percentage discount based on annual income. Multiple sliding fee schedules can be created if needed. For example, if the percentage discounts vary for medical, dental, vision and/or behavioral health services, separate schedules can be created for each. Set Up the Sliding Fee Schedule Master File Set Up the Sliding Fee Schedule Details Assign Practice Access to Sliding Fee Schedules Parent topic: Sliding Fee Schedules

Help Guide for NextGen® Enterprise PM 8

Sliding Fee Schedules

Sliding Fee Schedules are typically used by Health Centers. They are linked to a patient or to a specific patient encounter inNextGen® Enterprise PM. When it is linked and you enter the percentage or charge amount on an encounter, it is automatically adjusted. The percentage of the automatic adjustment is based on householdfamily sizeandannual income. Sliding Fee Schedule adjustments are reported on the UDS Report. You can create multiple sliding fee schedules, if needed. If the percentage discounts vary for medical, dental, vision and/or behavioral health services, separate schedules can be created for each. To use Sliding Fee Schedules inNextGen® Enterprise PM, the following set up must be completed. CreateTransaction Codesin File Maintenance to be used for sliding fee adjustments. CreateSliding Fee Schedulesin File Maintenance. Configure options inPractice Preferences > Sliding Feeto determine how sliding fee adjustments should function within the practice. When Sliding Fee Schedule

Help Guide for NextGen® Enterprise PM 8

Sliding Fee Schedules

Sliding Fee Schedules are typically used by Health Centers. They are linked to a patient or to a specific patient encounter in NextGen® Enterprise PM. Once linked, a percentage of the charge amounts entered on an encounter are automatically adjusted off. The percentage of the automatic adjustment is based on household family size and annual income. Sliding Fee Schedule adjustments are reported on the UDS Report. Multiple sliding fee schedules can be created if needed. For example, if the percentage discounts vary for medical, dental, vision and/or behavioral health services, separate schedules can be created for each. To use Sliding Fee Schedules in NextGen® Enterprise PM, the following setup must be completed: Create Transaction Codes in File Maintenance to be used for sliding fee adjustments. Create Sliding Fee Schedules in File Maintenance. Configure options in Practice Preferences > Sliding Fee to determine how sliding fee adjustments should function within the practice. Once Slidi

Help Guide for NextGen® Enterprise PM 8

Sliding Fee Schedules

Sliding Fee Schedules are typically used by Health Centers. They are linked to a patient or to a specific patient encounter inNextGen® Enterprise PM. When it is linked and you enter the percentage or charge amount on an encounter, it is automatically adjusted. The percentage of the automatic adjustment is based on householdfamily sizeandannual income. Sliding Fee Schedule adjustments are reported on the UDS Report. You can create multiple sliding fee schedules, if needed. If the percentage discounts vary for medical, dental, vision and/or behavioral health services, separate schedules can be created for each. To use Sliding Fee Schedules inNextGen® Enterprise PM, the following set up must be completed. CreateTransaction Codesin File Maintenance to be used for sliding fee adjustments. CreateSliding Fee Schedulesin File Maintenance. Configure options inPractice Preferences > Sliding Feeto determine how sliding fee adjustments should function within the practice. When Sliding Fee Schedule

File Maintenance Help for NextGen® Enterprise 8

Sliding Fee Schedules

The Sliding Fee Schedule master file enables you to: Create active sliding fee schedules. Activate NextGen® Enterprise PM alerts that: Indicate when patients have an associated sliding fee schedule. Notify users when certain information pertaining to the sliding fee schedule must be re-verified. Exempt certain service items from the sliding fee schedule. In NextGen® Enterprise PM, you can: Attach sliding fee schedules to a patient's chart. Apply a sliding fee schedule discount against patient responsibility charges and automatically calculate discounts based on the active Sliding Fee Schedule. Apply more than one sliding fee schedule to an encounter. Report on the sliding fee schedule adjustment discounts. The modes of applying a sliding fee schedule to a patient’s charges are: Line item-based. Encounter-based. The Sliding Fee Schedule Practice Preferences provide additional options that you can set on a per practice basis. Line Item Based Sliding Fee Schedule Encounter-Based Sliding F

Creating Sliding Fee Schedules

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Sliding Fee Schedules

Creating Sliding Fee Schedules

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Sliding Fee Schedules

Sliding Fee Schedules

Creating Sliding Fee Schedules

Sliding Fee Schedules

Creating Sliding Fee Schedules

Sliding Fee Schedules

Sliding Fee Schedules

Sliding Fee Schedules

Sliding Fee Schedules