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

Set up Transaction Codes for Charge Discounts

When Charge Discounts are enabled in Practice Preferences, Discount Criteria section becomes available in the setup of Transaction Codes. You can set up specific adjustment transaction codes that are used for calculating charge discounts. You can create separate transaction codes to differentiate discount adjustments entered from the Charge Posting window and from other types of adjustments entered from the Payment Entry window. To set up adjustment Transaction Codes for charge discounts, do the following: Open File Maintenance. Select System Master Files, and then PM. Select Transaction Codes. The Transaction Codes List window opens. Do one of the following: To add a new transaction code, select the Open Menu icon and select New. To modify an existing transaction code, select the transaction code from the list, select Open Menu and select Open. The Add Transaction Code Information window opens. Enter a descriptive name for the code in the Transaction Description field. This is a requi

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

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

Help Guide for NextGen® Enterprise PM 8

Apply Line Item Level Discounts

To apply charge discounts at the line-item level ensure the Discounts icon is available on the Charge Posting window by selecting Enable discounts in charge entry on the Charge Entry tab in the Practice Preferences window. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter, and then enter and save charges. Select Discounts on the charge posting toolbar to apply charge discount. The Discounts window opens. Select the adjustment transaction code in the Discount Adjustment Code field. The transaction codes available for selection are determined by the following: If the primary payer on the encounter is flagged as a Contracted Payer, the transaction codes are selected as Contracted Payers or <None> for Discount Application, when Discount is enabled in the Discount Criteria section. If the primary payer on the encounter is flagged as a Non-Contracted Payer, then the transaction codes selected as Discount with a Discount App

Enable Charge Discounts in Practice Preferences

Recommendations

Set up Payers for Charge Discounts

Set up Transaction Codes for Charge Discounts

Setting Up Charge Discounts

Charge Discounts

Modify Discounts on Charges

Apply Line Item Level Discounts

Set up Payers for Charge Discounts

Set up Transaction Codes for Charge Discounts

Setting Up Charge Discounts

Charge Discounts

Modify Discounts on Charges

Apply Line Item Level Discounts