Eligibility Referral Reconciliation Report Columns

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-generated based on the submission date of the inquiry
Appt Dt	Appointment Date	Appointment Book
Enc Nbr	Encounter Number	Encounter Maintenance
Created By	Created By	System-generated based on the User ID of the user who generated the inquiry
Svr Dt	Server Create Date	The date on which the server was created.
Modified By	Name of the person who last modified the inquiry	System-generated based on the user ID
Loc Name	Location Name	Locations master file
Bill Ind	Billable Indicator	Encounter Maintenance

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

Help Guide for NextGen® Enterprise PM 8

Eligibility Referral Report Columns

The following columns are available on the Eligibility Referral report: Column Name Description Data Populates From Prac Name Practice Name Practice master file Pat Name Patient Full Name Patient Maintenance 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 Referred To Referral Rendering Referred To field on the referral inquiry Provider Subgrouping 1 Provider Subgrouping 1 Systems tab on the Provider Master (adds data to the list from the Requesting Physician field on the Inquiry) Provider Subgrouping 2 Provider Subgrouping 2 Systems tab on the Provider Master (adds data to the list from the Requesting field on the Inquiry) Payer Name Payer Name associated with transaction Insurance Maintenance associated with the transaction Payer Subgrouping 1 Payer Subgrouping 1 Payer Defaults 2 tab on the Payer

Help Guide for NextGen® Enterprise PM 8

Eligibility Referral Report Columns

The following columns are available on the Eligibility Referral report: Column Name Description Data Populates From Prac Name Practice Name Practice master file Pat Name Patient Full Name Patient Maintenance 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 Referred To Referral Rendering Referred To field on the referral inquiry Provider Subgrouping 1 Provider Subgrouping 1 Systems tab on the Provider Master (adds data to the list from the Requesting Physician field on the Inquiry) Provider Subgrouping 2 Provider Subgrouping 2 Systems tab on the Provider Master (adds data to the list from the Requesting field on the Inquiry) Payer Name Payer Name associated with transaction Insurance Maintenance associated with the transaction Payer Subgrouping 1 Payer Subgrouping 1 Payer Defaults 2 tab on the Payer

Help Guide for NextGen® Enterprise PM 8

Encounter List Columns

Column Name Column Description Auto Size Column Automatically resizes the column where the cursor is focused to fit the content in the column. Auto Size All Columns Automatically resizes all columns to fit the content in each column. Enc Nbr Displays the system-assigned encounter number. Date Displays the billable date from the Encounter Maintenance window. Patient Name Displays the patient's last, first, and middle names from the Patient Information window. Location Displays the service location from the General tab of the Encounter Maintenance window. Status Displays the abbreviated status for each encounter. A = Bad Debt B = Billed H = History I = In Progress R = Rebill U = Unbilled Primary Payer Displays the primary payer linked to each encounter from the Encounter Insurance Selection window. Financial Class Displays the financial class for the primary payer linked to each encounter. Patient Type Displays the patient type from the General tab of the Encounter Maintenance window. Re

Help Guide for NextGen® Enterprise PM 8

Encounter List Columns

Column Name Column Description Auto Size Column Automatically resizes the column where the cursor is focused to fit the content in the column. Auto Size All Columns Automatically resizes all columns to fit the content in each column. Enc Nbr Displays the system-assigned encounter number. Date Displays the billable date from the Encounter Maintenance window. Patient Name Displays the patient's last, first, and middle names from the Patient Information window. Location Displays the service location from the General tab of the Encounter Maintenance window. Status Displays the abbreviated status for each encounter. A = Bad Debt B = Billed H = History I = In Progress R = Rebill U = Unbilled Primary Payer Displays the primary payer linked to each encounter from the Encounter Insurance Selection window. Financial Class Displays the financial class for the primary payer linked to each encounter. Patient Type Displays the patient type from the General tab of the Encounter Maintenance window. Re

Help Guide for NextGen® Enterprise PM 8

Change in Accounts Receivable by Line Item Report Columns

The following columns are available on the Change in Accounts Receivable by Line Item report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's encounter Sect Name Section Name Accounts Receivable or Bad Debt Loc Name Location Name Encounter Maintenance Location SubGrp 1 Locations Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General tab. Locations Master File Location SubGrp 2 Locations Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General tab. Locations Master File Rendering Charge Rendering Provider Charge Posting Enc Rendering Encounter Rendering Provider Encounter Maintenance Provider SubGrp 1 Provider Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General tab. Providers Master File Provider SubGrp 2 Provider Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General tab. Providers Master File Admitting Admitting Provider Encounter Main

Eligibility Referral Reconciliation Report Columns

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Eligibility Referral Reconciliation Report Columns

Eligibility Referral Report Columns

Eligibility Referral Report Columns

Encounter List Columns

Encounter List Columns

Change in Accounts Receivable by Line Item Report Columns

Eligibility Referral Reconciliation Report Columns

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Additional Filters

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Totals

Eligibility Referral Reconciliation Report Columns

Eligibility Referral Report Columns

Eligibility Referral Report Columns

Encounter List Columns

Encounter List Columns

Change in Accounts Receivable by Line Item Report Columns