Electronic Send Report

Help Guide for NextGen® Enterprise PM 8

837 Electronic File Creation Window

Use the 837 Electronic File Creation window to identify search criteria for claims that you want to send in an electronic file. This window has the following tabs: General, Advanced, and Practices. Each tab contains the File Options and Electronic Claims sections. File Options and Pending Electronic Claims Sections These sections display on each of the tabs for the 837 Electronic File Creation window. File Options - you can select the file for data transfer, identify the batch type, create a report, update claim requests, and send a test file. Pending Electronic Claims - displays the claims that match the search criteria on the active tab. General, Advanced, Practices, File Options, and Pending Electronic Claims Refer to the following topics for information about the fields on this window: 837 Electronic File Creation - General Tab 837 Electronic File Creation - Advanced Tab 837 Electronic File Creation Window Practices Tab 837 Electronic File Creation - File Options and Pending Electr

Help Guide for NextGen® Enterprise PM 8

Application Setup for the 837 File

The structure of the 837 electronic file is important to understand because much of the information that is required in the 837 file must be set up in File Maintenance. The following areas of the application must be set up to support the creation of 837 electronic files: In File Maintenance Access... For more information refer to... Libraries Submitter Profiles File Maintenance Libraries Guide for NextGen® Enterprise PM Master Files Locations Payers Providers File Maintenance Master Files Guide for NextGen® Enterprise PM Practice Preferences File Maintenance Preferences Guide for NextGen® Enterprise PM Parent topic: Processing Electronic Claims - 837 Files

Help Guide for NextGen® Enterprise PM 8

Processing Electronic Claims - 837 Files

This section explains how electronic claims (837 files) are processed. The basic steps include: Select the EDI file button. The 837 Electronic File Creation window opens. Select a Submitter Profile library. Select options applicable to the types of claims that you want to send electronically. Select the Process button. Electronic Claims File Structure Control Segments Application Setup for the 837 File 837 Electronic File Creation Window Electronic Send Report Set Up Automatic Task Completion for Clean Claims Submitting Electronic Claims Archiving and Retrieving 837 Electronic Files Tracking Records of Reprinted Archived Claims Parent topic: Claims Processing

Help Guide for NextGen® Enterprise PM 8

Electronic Send Report

When creating an electronic claims file in NextGen® Enterprise PM, if you select the Report Results check box on the 837 Electronic File Creation window, an Electronic Send Report generates showing each encounter included in the file and the total amount being billed on each claim. Columns on the report include batch number (generated during the claim build), EMC (Electronic Media Claims) provider number, encounter number, patient name, payer name, policy number, and the amount being billed. For more information on 837 Electronic File Creation and the Electronic Send Report, refer to the Claims User Guide for NextGen Enterprise PM. Parent topic: Process Generated Reports

Help Guide for NextGen® Enterprise PM 8

Electronic Send Report - Filter 2

Column Name Description Window Pulling From Default Amt Amount Charge Entry X Parent topic: Electronic Send Report

Help Guide for NextGen® Enterprise PM 8

Create an EDI File by Payer, Patient Name, Rendering Physician, Financial Class, or Location

Click the EDI File toolbar button. The 837 Electronic File Creation window opens. Complete the following required fields: Submitter Profile Library Claim Form Send File Name Batch Type Click the Advanced tab. To refine your search by payer, patient name, provider, financial class, or location, complete any of the following fields: Payer Last/First Name of the patient Rendering- select or search for the rendering provider Report Transmission Code Financial Class Location To search for claims by the primary, secondary, tertiary payer, or for ERA Posted Charges, enable the following check boxes: Primary Secondary Tertiary ERA Posted Charges Only Enable any of the following check boxes to update claims, automatically create a report, or send a test file: Update claim requests as processed Report results - to display the report after it is processed. Use test code in REF02 trans type segment Click Find. In the Pending Electronic Claims section select the claims to include in the EDI file. C

Electronic Send Report

Recommendations

837 Electronic File Creation Window

Application Setup for the 837 File

Processing Electronic Claims - 837 Files

Electronic Send Report

Electronic Send Report - Filter 2

Create an EDI File by Payer, Patient Name, Rendering Physician, Financial Class, or Location

837 Electronic File Creation Window

Application Setup for the 837 File

Processing Electronic Claims - 837 Files

Electronic Send Report

Electronic Send Report - Filter 2

Create an EDI File by Payer, Patient Name, Rendering Physician, Financial Class, or Location