Enable Charge Discounts in Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Set up Payers for Charge Discounts

Payers can use the charge discounts. The discounted amount is calculated based on the total charge amount, and not the insurance balance amount. Discounts are calculated differently for contracted payers and non-contracted payers. Note: The Contracted payer selection is only for the charge discounts. It is not related to contracts that are set up for payers in the Contracts Library. You can view the Contracted payer indicator on the NextGen® Enterprise EHR templates. To flag a payer as a Contracted payer for charge discounts, do the following: Open File Maintenance. Select System Master Files, and then select PM. Select Payers. The Payers List window opens. Double-click the desired payer. The Modify Payer Information window opens. Select the Defaults-2 tab. Select the Contracted payer check box. Note: If you do not select the Contract payer check box, then the payer is considered as a Non-contracted payer for charge discounts. Select OK. Parent topic: Setting Up Charge Discounts

Help Guide for NextGen® Enterprise PM 8

Enable Charge Discounts in Practice Preferences

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. Note: This setting affects the patient discount calculation while using an adjustment transaction code when source is a patient. Insurance discount using an adjustment transaction code when source is the third party is calculated based on the total charge amount, regardless of this setting. In the Preference List, select Charge Entry, and then select the Charges tab. Select Enable discounts in charge entry to enable charge discounts in the Charge Posting window. Note: The Discounts icon becomes available on the Charge Posting toolbar, and the Discounts Criteria section in the Transaction Codes window. Select Apply patient discount to patient balance only to calculate patient discounts using the Patient Amount on each charge and not the Original Charge Amount. Do not select Apply patient discount to patient balance only to calculate patient discounts using the

Help Guide for NextGen® Enterprise PM 8

Setting Up Charge Discounts

The Charge Discounts functionality in NextGen® Enterprise PM involves the following setup: Enable discounts for a practice in the Practice Preferences window. flag payers as either contracted or non-contracted for discounts in the Payers window. Create adjustment transaction codes for discounts in the Transaction Codes window. Enable tracking of discounts within a practice in the Significant Events window. Set up user security access rights for discounts in System Administration. Enable Charge Discounts in Practice Preferences You can enable charge discounts on the Charges tab in the Practice Preferences window. Set up Payers for Charge Discounts You can set up payers for charge discounts on the Modify Payer Information window. Set up Transaction Codes for Charge Discounts You can set up transaction codes on the Transaction Code List window for charge discounts. Significant Events for Charge Discounts You can enable significant events to track user activity related to charge discounts

Help Guide for NextGen® Enterprise PM 8

Charge Discounts

You can apply discounts to the charges for an encounter from the Charge Posting window in NextGen® Enterprise PM. You can enable Discounts in the Practice Preferences window by selecting Enable discounts in charge entry and Apply patient discount to patient balance only options on the Charge Entry tab. When this functionality is enabled, you can open the Discounts window and select the following for each encounter. You can select Discount Adjustment Code to apply discounts to charges. You can select Encounter to apply discount adjustment to all charges on the encounter or Line Item to apply discount adjustment only for selected charges on the encounter for the Discount Level. You can select By Percentage when the discount amount is in percentage of the total charge amount or Line Item when you apply the discount adjustment only for selected charges on the encounter for the Discount Method. After selecting Discount Adjustment Code, Discount Level, and Discount Method, the system applies

Help Guide for NextGen® Enterprise PM 8

Charge Discounts

You can apply discounts to the charges for an encounter from the Charge Posting window in NextGen® Enterprise PM. You can enable Discounts in the Practice Preferences window by selecting Enable discounts in charge entry and Apply patient discount to patient balance only options on the Charge Entry tab. When this functionality is enabled, you can open the Discounts window and select the following for each encounter. You can select Discount Adjustment Code to apply discounts to charges. You can select Encounter to apply discount adjustment to all charges on the encounter or Line Item to apply discount adjustment only for selected charges on the encounter for the Discount Level. You can select By Percentage when the discount amount is in percentage of the total charge amount or Line Item when you apply the discount adjustment only for selected charges on the encounter for the Discount Method. After selecting Discount Adjustment Code, Discount Level, and Discount Method, the system applies

Help Guide for NextGen® Enterprise PM 8

Modify Discounts on Charges

To modify discounts on charges, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. Select Discounts on the Charge Posting toolbar. The Discounts window opens. Edit the desired fields to modify discounts on charges. Select OK. The application reverses the original discount adjustments from the parent charge and tax charges. It then applies new discounts to the parent charges and their associated tax charges using the selected Non-In Progress discount adjustment code. After the new adjustments are posted to the system-generated transaction batch, the application checks to see if any of the discounts need to be approved. When the adjustments are then approved, the new adjustments become finalized within the A/R: Adjustments display in financial reports. Adjustments display in black ink within the patient chart. Patient Statements generated display the new discount adjustments. Parent topic: Charge Disco

Enable Charge Discounts in Practice Preferences

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