Delete an Invoice

Help Guide for NextGen® Enterprise PM 8

Add Charges to an Invoice

To add charges to an invoice, do the following: Note: After adding charges to an invoice, the charge status changes to Rebill from Billed. Open NextGen® Enterprise PM. Select the Account icon on the main toolbar. The Account Lookup window opens. Enter the employer name in the Employer/Last Name field, and then clear the People Accounts check box. Select Find. The employer displays in the Account List section. Double-click the account. The Account Profile window opens. Select the Inv Summary or Inv Detail tab. Select the invoice to add charges. Select the Open Menu button and select Charges. The Charge Posting window displays the following information: Account: Employer name Invoice: Invoice number and date Svc Dates: Invoice create date Select New to enter the first charge. Enter the following for each charge: Svc Dates: Service Dates default from the invoice create date and can be modified if needed. Svc Item: Enter the SIM code for the charge being entered. Modifiers: Enter up to 4 m

Help Guide for NextGen® Enterprise PM 8

Create a New Invoice

An invoice must be created for an employer account before you enter charges. Before an invoice can be created, the employer must exist in the Employers master file in File Maintenance, and the employer must have an existing Account Profile in NextGen® Enterprise PM. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter the employer name in the Employer/Last Name field, and then clear the People Accounts check box. Select Find. The Account List window opens. Double-click the account. The Account Profile window opens. Select the Inv Summary tab. The Account Profile > Inv Summary tab shows the following information for the invoice. Invoice Nbr: Shows the system-assigned invoice number. Create Date: Shows the invoice create date. Final Date: Shows the invoice first billed date. Bill Date: Shows the invoice last billed date. Status: Shows the status of invoice (Unbilled, Billed, Rebill or History). Total Charges: Shows the total charges on the invoice. Payments

Help Guide for NextGen® Enterprise PM 8

Invoices

In NextGen® Enterprise PM Invoices enables an employer account to bill for performed services. Invoices do not go through the regular billing and claim edits process. They are billed when they are printed. Note: Patient charts and encounters are not created for invoice charges in NextGen® Enterprise PM or NextGen® Enterprise EHR. A text description to identify the patient is entered on each invoice charge. It is desired to have a record in the patient chart with clinical and billing documentation on an encounter. You should avoid using invoice, instead create a chart and an encounter for each patient. You can select the employer as the guarantor on each patient’s encounter to generate a statement for the employer instead of an invoice. Create a New Invoice An invoice must be created for an employer account before charges can be entered. Add Charges to an Invoice When you create an invoice for an employer account, you can add charges to the invoice. Billing Invoices You can bill invoice

Help Guide for NextGen® Enterprise PM 8

Delete a Charge

Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the patient and the charge you want to delete. The system displays the charges for the selected encounter. You can do one of the following to delete a charge. Select the charge, and then select Delete. Right click the charge, and then select Delete. Note: The Delete button on the Charge Posting window is available for unprocessed charges with no transactions or auto adjustments. Select Save. Parent topic: Deleting Charges

Help Guide for NextGen® Enterprise PM 8

Delete an Encounter

Access the Patient Chart. Select the Encounters tab, and then the General sub-tab. From the Encounters list, select the encounter to be deleted. Select the open menu button and select Delete. A prompt appears asking to confirm the deletion of the encounter. To delete the encounter, select OK. One of the following occurs: If the encounter never had diagnosis or charge activity, it is deleted in both NextGen® Enterprise PM and NextGen® Enterprise. If the encounter has claims associated with it, a prompt appears stating that this encounter has associated claims and that they must be deleted before you can delete the encounter. If the encounter has charges associated with it, a prompt appears stating that there are charges associated with this encounter and that the encounter cannot be deleted. If the encounter has encounter-level diagnosis codes associated with it, a prompt appears stating that there are diagnoses associated with this encounter and that the encounter cannot be deleted. If

Help Guide for NextGen® Enterprise PM 8

Rebill an Invoice

You can rebill an invoice for the following: When you enter an incorrect charge and modify it after the invoice was billed. When you add charges after the invoice was billed. When the payment is not received for a billed invoice. Note: An invoice in an Unbilled status cannot be rebilled. Only invoices in Billed or History status can be rebilled. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter the employer name in the Employer/Last Name field, and then clear the People Accounts check box. Select Find. The employer displays in the Account List section. Double-click the account. The Account Profile window opens. Select the Inv Summary tab. Select the invoice to rebill. Select Open Menu , and then select Rebill. The invoice status changes from Billed to Rebill. The invoice can be printed and rebilled now, or it can be printed later in a batch with other unbilled/rebilled invoices. Parent topic: Billing Invoices

Delete an Invoice

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