Eligibility and Benefit Records Report Columns

Column Name	Description	Data Populates From
Created By	Created By	Modification Information
Crt Dt	Create Date	Modification Information
Insured Name	Insured Name	Patient Information
Modified By	Last user to modify	Modification Information
Mod Dt	Last Modified Date	Modification Information
Pat Name	Patient Name	Patient Information
Payer Name	The name of the patient payer.	Payers Master File
Per Nbr	Person Number	Patient Information
Record ID	Source Number	The ID of the eligibility and benefit info record in the person_payer_benefit_info table

Help Guide for NextGen® Enterprise PM 8

Assign an Eligibility or Benefit Record to a Practice

Run the Eligibility and Benefit Records Report. From the report, hover over the desired record to access the "drill-down" cursor. Double-click the record. The Data Integrity - Unassigned Elig and Benefit Info Records window appears. Select one of the following Data Integrity Options: Assign current practice to this record only: Select this option to assign the practice to the selected record. Assign current practice to all records displayed: Select this option to assign the practice to all records on the report. To continue, select Assign. A message box appears stating, the selected records will only be viewable within this practice. Select Yes. The application does the following: The application does the following: Assigns the current practice and enterprise ID to the record(s). Updates modified by to the current user. Updates the modified date to the current date. Displays a message stating the record(s) have been updated. Parent topic: Eligibility and Benefit Records Report

Help Guide for NextGen® Enterprise PM 8

Eligibility and Benefit Records Report

The Eligibility and Benefit Records report identifies eligibility and benefit records that have not been assigned to a Practice ID. To access the report in NextGen® Enterprise PM, select Reports > System > Data Maintenance > Unassigned Benefit Info Records and then select Eligibility Benefit Records. Note: The report is available only if the System Level Benefit Info preference is set to False in System Administrator > Universal Preferences > General Options. Assign an Eligibility or Benefit Record to a Practice Eligibility and Benefit Records Report Columns Parent topic: Unassigned Benefit Info Records Reports

Help Guide for NextGen® Enterprise PM 8

Financial Information Records Report Columns

The following columns are available on the Financial Information Records report: Column Name Description Data Populates From Created By Created By Modification Information Crt Dt Create Date Modification Information Insured Name Insured Name Patient Information Modified By Last user to modify Modification Information Mod Dt Last Modified Date Modification Information Pat Name Patient Name Patient Information Payer Name The name of the patient payer. Payers Master File Per Nbr Person Number Patient Information Record ID Source Number The ID of the financial info record in the person_payer_fin_info table The following filters are available: Filter 1 Filter 2 Sorting Totals Practices Parent topic: Financial Information Records Report

Help Guide for NextGen® Enterprise PM 8

Recalculation Results Report Columns

The following columns are available on the Recalculation Results report: Column Name Description Data Populates From Pat Name Patient Name Patient Information Loc Name Location Name Charge Posting E/I Source Number Patient Chart Message Message Description Recalculation Process Severity Severity Description Recalculation Process CPT EOC CPT Episode of Care CPT4 Codes Master File Crt Dt Create Date Charge Posting Sv It Service Item ID Charge Posting Filter 1 Use parameters to filter data on the report: Create Date: Include messages with a Create Date within a date range. Filter 2 Use columns to filter data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Additional Filters Use additional filters to filter data on the report. Additional filters include the following: Recalc Message Sorting Use columns to sort and group data on the report. Column sorting options include the following: Ascending Descending Group By Page Break

Help Guide for NextGen® Enterprise PM 8

Significant Events Report Columns

The following columns are available on the Significant Events report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Significant Event Sig Msg Significant Event Message Patient Chart > Clinical History/Notes` Name Patient Name Patient Information Per Nbr Person Number Patient Information Src Type Source Type Account, Chart, Encounter, Appointment, Appointment Waitlist, Invoice Pre Mod Data Before the Event Data before the Significant Event occurred Post Mod Data After the Event Data after the Significant Event occurred Created By Created By Modification Information Crt Dt Create Date Modification Information Modified By Last Modified By Modification Information Mod Dt Last Modified Date Modification Information Filter 1 Use parameters to filter data on the report: Create Date: Include significant events with a Create Date within a date range. Event Source: Include/exclude significant events by source. Select Account, Chart, Encounter, P

Help Guide for NextGen® Enterprise PM 8

Eligibility Referral Reconciliation Report Columns

The following columns are available on the Eligibility Referral Reconciliation report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's eligibility/referral Pat Name Patient Full Name Patient Information Per Nbr Person Number Patient Information Insured Name of Insured Guarantor Maintenance Insured Pat Nbr Patient's HIC/Policy Number Insurance Maintenance Rendering Rendering Provider (Requesting Physician) Requesting Physician from Inquiry Payer Name Payer Name associated with transaction Insurance Maintenance associated with the transaction Inq Type Type of Inquiry (Eligibility, New Referral, or Referral History) Type of inquiry selected from the pop-up menu used to access an inquiry SubmitStatus Status of Inquiry System-generated based on results of the transaction Response Status Response Status Received from clearinghouse Rejection Definition Rejection Definition Received from clearinghouse Crt Dt Create Date System-generate

Eligibility and Benefit Records Report Columns

Recommendations

Assign an Eligibility or Benefit Record to a Practice

Eligibility and Benefit Records Report

Financial Information Records Report Columns

Recalculation Results Report Columns

Significant Events Report Columns

Eligibility Referral Reconciliation Report Columns

Assign an Eligibility or Benefit Record to a Practice

Eligibility and Benefit Records Report

Financial Information Records Report Columns

Recalculation Results Report Columns

Significant Events Report Columns

Eligibility Referral Reconciliation Report Columns