Eligibility Verification Status Report

Help Guide for NextGen® Enterprise PM 8

Eligibility Verification Benefit Report

The Eligibility Verification Benefit report is available if your system is licensed for NextGen Eligibility Verification. You can use the report to view benefit information returned by payers for patients that had an eligibility request submitted from NextGen® Enterprise PM. For more information, go to the NextGen Healthcare Success Community and download the User Guide for NextGen® Eligibility Verification Report configuration and filter options include Request Date, Response Date, Service Type, Insurance Type, and Payer. To access the report in NextGen® Enterprise PM, select Reports > General and then select Eligibility Verification Benefit. Note: This report uses enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM . Parent topic: General Reports

Help Guide for NextGen® Enterprise PM 8

Eligibility Referral Report

The Eligibility Referral report is available if your system is licensed for NextGen Eligibility Verification. You can use the report to track referral requests submitted to payers from NextGen® Enterprise PM. For more information, go to the NextGen Healthcare Success Community and download the User Guide for NextGen® Eligibility Verification Report configuration and filter options include Create Date, Status, Inquiry Type, Response Status, Payer Subgrouping, Primary Payer, Provider Subgrouping, and Rendering Provider. To access the report in NextGen® Enterprise PM, select Reports > General and then select Eligibility Referral. Eligibility Referral Report Columns Parent topic: General Reports

Help Guide for NextGen® Enterprise PM 8

Eligibility Referral Reconciliation Report

The Eligibility Referral Reconciliation report is available if your system is licensed for NextGen Eligibility Verification. You can use the report to reconcile your monthly invoices to the number of inquiry transactions submitted to payers from NextGen® Enterprise PM. For more information, go to the NextGen Healthcare Success Community and download the User Guide for NextGen® Eligibility Verification Report configuration and filter options include Create Date, Status, Inquiry Type, Response Status and Primary Payer. To access the report in NextGen® Enterprise PM, select Reports > General and then select Eligibility Referral Reconciliation. Eligibility Referral Reconciliation Report Columns Parent topic: General Reports

Help Guide for NextGen® Enterprise PM 8

Significant Events Report

The Significant Events report provides an audit trail for specific user activity that has occurred within the NextGen Enterprise applications. These are known as significant events. When a significant event occurs, a message is recorded in each patient's chart. The message includes the name of the user that performed the event, the date/time the event occurred, and both pre-modification and post-modification information. Some significant events are System Level and are recorded for all practices in all enterprises. Other events are Enterprise Level and are recorded for all practices within the same enterprise. Other events are Practice Level and are recorded for the practice(s) in which they have been enabled. Significant Events can be enabled or disabled from the following applications: NextGen® Enterprise PM System Administrator All recorded system-level, enterprise-level and practice-level significant event messages are available for review on the Significant Events report. In addit

Help Guide for NextGen® Enterprise PM 8

Patient Chart Demographics Report

The Patient Chart Demographics report lists patients for the selected practice(s). The report sorts by practice. You can filter the report on birth date, sex, marital status, address fields, or the Chart User-defined fields. To access the report in NextGen® Enterprise PM, select the Reports menu and select General and then select Patient Chart Demographics. From the Report Filter window, select the Info button to view the following information about the report: Logic This report produces one line for each patient with a Chart in the selected Practice(s). If multiple Practices are selected, the patient will be repeated for each Practice where a chart exists. The “Rendering” column pulls data from the Default Rendering selected on the patient chart > chart details tab. Filtering Info Create date is the date the chart was created. Common Uses Number of new patients added to the practice in a given time frame. Identify patients not seen within a given time period. Identify patients by init

Help Guide for NextGen® Enterprise PM 8

Insurance Aging Analysis – Age Responsible Balances Only Report

The Insurance Aging Analysis – Age Responsible Balances Only report repeats the charge lines for as many buckets in balance control that have a balance. For example, if a charge has an amount in the insurance 1 bucket and a patient bucket, the report lists the same charge on two lines. One line displays the amount for the insurance 1 bucket - along with the payer name and financial class of the primary payer name - and the other line displays the patient amount with the payer name and financial class listed as self pay. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Collections, and then select Insurance Aging Analysis - Age Responsible Balances Only. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM. From the Report Filter window, selectInfo to view the following information about the report: Logic: This report repeats the ch

Eligibility Verification Status Report

Recommendations

Eligibility Verification Benefit Report

Eligibility Referral Report

Eligibility Referral Reconciliation Report

Significant Events Report

Patient Chart Demographics Report

Insurance Aging Analysis – Age Responsible Balances Only Report

Eligibility Verification Benefit Report

Eligibility Referral Report

Eligibility Referral Reconciliation Report

Significant Events Report

Patient Chart Demographics Report

Insurance Aging Analysis – Age Responsible Balances Only Report