Employer Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Person Accounts Overview

A person account is automatically created when the person is selected as the guarantor on a patient’s encounter for the first time, which results in statements generated for the person’s account that include encounters with outstanding self-pay balances. NextGen® Enterprise PM assigns each account a unique account number on the person's Account Profile window. The account number is also printed on statements sent to the guarantor. The Account Profile window for a person account includes the following tabs: Properties Encounter Detail Account Summary Credit Card on File Budget Notes Creating Person Accounts You can create a person account using the People Lookup and the Patient Lookup windows. Set Active Status for Accounts You can use the Account Profile window for a given patient to set an active account. Access Active Accounts You can use the Account Profile window to access an active account. Viewing Account Properties Information You can view account demographics, account settings,

Help Guide for NextGen® Enterprise PM 8

Creating Employer Accounts

An Employer Account is automatically created when the employer is selected as the guarantor on a patient’s encounter for the first time. If needed, you can manually create an account for an employer before selecting the employer as the guarantor on a patient’s encounter. In NextGen® Enterprise PM, you can create an employer account from the Employer Lookup and Account Lookup windows. Note: To create an employer account, you must first create the employer in the Employers master file in File Maintenance for statement or invoice billing. Create Employer Accounts from Employer Lookup You can create an employer account on the Employer Lookup window. Create Employer Accounts from Account Lookup You can create an employer account to generate statements or invoice bills that include encounters with outstanding self-pay balances. Parent topic: Employer Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Managing Accounts

An account guarantor is a person or business responsible for the charges remaining in a patient's account after all the parties have paid their share. An account guarantor can be one of the following: Patient Family member Person whose insurance is being billed Employer An account is a financial summary of the patient's guarantor. A guarantor can have only one account but can be associated with multiple patients for financial responsibility. Accounts can be person accounts or employer accounts with a unique account number. Charges on a guarantor's account is a sum of all the charges on the encounters for all the patients. A patient can have multiple encounters, each associated with a different guarantor account. Search for Accounts You can use the Account Lookup window to search for person or employer accounts. Components of the Account Lookup Window Details of the Account Lookup window. Person Accounts Overview A person account is created to generate statements or invoice bill for the

Help Guide for NextGen® Enterprise PM 8

Printing Account-Level Receipts

An on-demand account-level receipt summarizes the transaction payments and all payments on the account. The account-level receipt contains the following information: Payments applied to multiple patients on a single account. Payments made for multiple encounters on the account for a single patient. Unapplied payments. A person, employer, or guarantor can have an account with a medical practice and an account-level receipt for any of these entities. The account-level receipt includes the total payment amount, amounts for each patient name, the encounter number, and the amount applied to each encounter. Print On-Demand Account-Level Receipts You can use the Account Summary tab to print account level receipts. Configuring the Header and Footer for Multi-page-Account Receipts You can configure the printing of headers and footers for multi-page-account receipts. Components of Account Receipt The account receipt header section provides details about the check or credit card used for payment

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

Account Summary Report

The Account Summary report is account based and shows one summary line for every guarantor or employer. By default, it is sorted by Prac Name (Practice name) and Guar Name (Guarantor name). From Filter 1, using the No Self Pmt Since field is useful to identify the patients who have not paid their balances. The report has "drill-down" functionality that enables you to double-click on a record to access the Account Profile window directly from the report. To access the report in NextGen® Enterprise PM, select Reports menu and select Accounts Receivable, then select Collections, and then select Account Summary. 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 Account within the selected Practice(s). If multiple Practices are selected, the account will be repeated for each Practice where an Account exists. Both Encounter and Account level unapplied credits will display in the Unapplied Am

Employer Accounts Overview

Recommendations

Person Accounts Overview

Creating Employer Accounts

Managing Accounts

Printing Account-Level Receipts

Invoices

Account Summary Report

Person Accounts Overview

Creating Employer Accounts

Managing Accounts

Printing Account-Level Receipts

Invoices

Account Summary Report