Delete a Charge

Help Guide for NextGen® Enterprise PM 8

Reverse a Charge

To reverse a charge, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Enter a new charge. Select QTY, and then enter -1. The system negates the original charge. Type a note in the Notes field to explain the reversal for audit purposes. Select OK. Note: If the initial charge had an automatic adjustment applied to it, you must edit the initial charge before reversing a charge. Parent topic: Deleting Charges

Help Guide for NextGen® Enterprise PM 8

Deleting Charges

You can delete unprocessed charges with no transactions or auto adjustments from the encounter on the Charge Posting window. A deleted charge is removed from the encounter. You cannot delete an unprocessed charge with an unposted transaction. You must remove the transaction if you want to delete the charge. You cannot delete an unprocessed charge with a posted transaction. Even if the transaction is reversed, the charge cannot be deleted. It can be voided. The Delete button on the Charge Posting window is available for unprocessed charges with no transactions or auto adjustments. Delete a Charge You can delete a charge on the Charge Posting window. Reverse a Charge You can reverse the existing chage with the new charge. Parent topic: Billing

Help Guide for NextGen® Enterprise PM 8

Remove Charges from an Encounter to be Deleted

You cannot delete encounters with processed charges or with charges with posted transactions. Access the Patient Chart. Select the Encounters tab, and then the General sub-tab. From the Encounters list, select the encounter to be deleted. Right-click and select Charges from the menu. The Charge Posting window opens. From the ledger section of the window, select a charge to be deleted. Select the Delete button. A prompt appears asking to confirm if you want to delete this charge. To delete the charge, select OK. The charge is deleted from the encounter. Repeat steps 5-7 for additional charges to be deleted. Close the Charge Posting window. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Open the Active Patient Records for Posting Charges

In NextGen® Enterprise PM, open the Charge Posting window. For details on how to open the Charge Posting window, go to NextGen Healthcare Success Community, and download the latest Billing and Collections User Guide forNextGen®Enterprise PM. Open the Charge Posting window. Select open menu next to Patient/MRN, and then select Access Active Patient from the menu. The active patient details and the patient's most recent encounter appear. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

Add a Charge Note

You can add a note to a charge to provide additional information about the charge. Charge notes are used for internal purposes only and do not appear on claims or statements. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. In the charge ledger section at the bottom of the window, select the charge to which a note is to be added. Select Open. In the Notes field, enter a free-text note about the charge. For lengthy notes, select Note . The Charge Notes window opens. In the Note Entry field, enter free-text notes for the charge as needed. Select OK. Parent topic: Enter Charges

Help Guide for NextGen® Enterprise PM 8

Modify Discounts on Charges

To modify discounts on charges, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. Select Discounts on the Charge Posting toolbar. The Discounts window opens. Edit the desired fields to modify discounts on charges. Select OK. The application reverses the original discount adjustments from the parent charge and tax charges. It then applies new discounts to the parent charges and their associated tax charges using the selected Non-In Progress discount adjustment code. After the new adjustments are posted to the system-generated transaction batch, the application checks to see if any of the discounts need to be approved. When the adjustments are then approved, the new adjustments become finalized within the A/R: Adjustments display in financial reports. Adjustments display in black ink within the patient chart. Patient Statements generated display the new discount adjustments. Parent topic: Charge Disco

Delete a Charge

Recommendations

Reverse a Charge

Deleting Charges

Remove Charges from an Encounter to be Deleted

Open the Active Patient Records for Posting Charges

Add a Charge Note

Modify Discounts on Charges

Reverse a Charge

Deleting Charges

Remove Charges from an Encounter to be Deleted

Open the Active Patient Records for Posting Charges

Add a Charge Note

Modify Discounts on Charges