Enable In Progress Billing

Help Guide for NextGen® Enterprise PM 8

Practice Preferences for Programs

To use Programs in NextGen® Enterprise PM, you must first enable programs for the practice in Practice Preferences. When enabled, the following program-related functionality is available: On the Patient Information tab in the Patient Chart, a Programs sub-tab appears. From this sub-tab, you can enroll a patient in one or more programs. On the Encounter Maintenance window, a Program field appears on the General tab. From this field, you can link an encounter to a program. On the Encounters tab in the Patient Chart, the Program name displays for encounters linked to a program under the General sub-tab. If your practice uses In Progress Billing, you can enable the Limit to Valid Programs option in Practice Preferences to ensure new encounters created in NextGen® Enterprise PM that are linked to a specific program automatically default to In Progress status. For example, you can default new encounters linked to Program ABC to In Progress status, so they are held from the billing and claims

Help Guide for NextGen® Enterprise PM 8

Default New Encounters to In Progress Status

When the Enable In Progress billing status option is enabled in Practice Preferences > Encounters, you can enable additional options to ensure that new encounters created in the practice automatically default to In Progress status. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preferences List, select Encounters. Enable In Progress Billing. CAUTION: Once In Progress Billing has been enabled, it cannot be disabled. It should only be enabled when needed. To default all new encounters created in the practice to In Progress status, select the Default all new encounters to In Progress check box. To limit the default In Progress status to only new encounters created with a specific location or specialty or program, complete the following fields: Limit to Valid Locations: To limit the default In Progress status to only new encounters created with a specific location, select the locations here. The In

File Maintenance Help for NextGen® Enterprise 8

Enable In Progress Billing Status

When the In Progress billing status is enabled, the status and all related features become available in NextGen® Enterprise EHR and NextGen® Enterprise PM. Note: Once you turn this feature on, you cannot turn it off. In the Encounters Practice Preferences, select the Enable In Progress billing status check box. A message displays so you can confirm that you want to enable the billing status. Select OK. When this check box is selected, the following check boxes below it become enabled in the Encounters Practice Preferences: Default all new encounters to In Progress Allow Execution of NextGen® Enterprise EHR procedure trigger against locked encounter Use Convert In Progress Indicator Enable Recurring Rental Billing Parent topic: In Progress Billing Setup

Help Guide for NextGen® Enterprise PM 8

In Progress Billing Status

The Enable In Progress billing status option in Practice Preferences > Encounters activates specific features and functionality in NextGen® Enterprise PM as described below. Basic Overview Anesthesia Billing Enable In Progress Billing Default New Encounters to In Progress Status Parent topic: Practice Preferences Options for Anesthesia Billing

Help Guide for NextGen® Enterprise PM 8

In Progress Billing Status

The Enable In Progress billing status option in Practice Preferences > Encounters activates specific features and functionality in NextGen Enterprise PM as described below. Basic Overview Behavioral Health Billing for Programs with Thresholds Enable In Progress Billing Default New Encounters to In Progress Status Parent topic: Practice Preferences for Programs

File Maintenance Help for NextGen® Enterprise 8

In Progress Billing Setup

The In Progress encounter status represents work or care that has not been completed and, therefore, would not be stated in the accounts receivables. For example, you could use the status to represent orthotic or prosthetic devices that are not yet completed or for pre-paid patient care that is not yet administered. When NextGen® Enterprise PM users enter charges and transactions for an In Progress encounter, those items will contain blank process dates and, therefore, cannot officially be included in the financials and cannot be part of the receivables. After a user creates an encounter in an In Progress status, a process can change the status from In Progress to Unbilled, which is the normal status for an encounter that has yet to go through billing and produce a claim. When the status changes to Unbilled, all charges and transactions entered for the In Progress encounter become posted and the system sets the processing and closing dates on the transactions and charges. If there is a

Enable In Progress Billing

Recommendations

Practice Preferences for Programs

Default New Encounters to In Progress Status

Enable In Progress Billing Status

In Progress Billing Status

In Progress Billing Status

In Progress Billing Setup

Practice Preferences for Programs

Default New Encounters to In Progress Status

Enable In Progress Billing Status

In Progress Billing Status

In Progress Billing Status

In Progress Billing Setup