Encounter List Columns

Column Name	Column Description
Auto Size Column	Automatically resizes the column where the cursor is focused to fit the content in the column.
Auto Size All Columns	Automatically resizes all columns to fit the content in each column.
Enc Nbr	Displays the system-assigned encounter number.
Date	Displays the billable date from the Encounter Maintenance window.
Patient Name	Displays the patient's last, first, and middle names from the Patient Information window.
Location	Displays the service location from the General tab of the Encounter Maintenance window.
Status	Displays the abbreviated status for each encounter. A = Bad Debt B = Billed H = History I = In Progress R = Rebill U = Unbilled
Primary Payer	Displays the primary payer linked to each encounter from the Encounter Insurance Selection window.
Financial Class	Displays the financial class for the primary payer linked to each encounter.
Patient Type	Displays the patient type from the General tab of the Encounter Maintenance window.
Rendering	Displays the rendering provider from the General tab of the Encounter Maintenance window.
Elig Status	Displays the eligibility status for encounters where an eligibility request was submitted using NextGen Eligibility Verification.
Elig Response	Displays the eligibility response for encounters where an eligibility request was submitted using NextGen Eligibility Verification.
Cnv In Prog	Displays Y for each encounter that has the Convert In Progress check box selected on the General tab of the Encounter Maintenance window.
Recalc Failed	Displays Y for encounters that failed the recalculation process.
RTS Copay Status	Displays Y or N for encounters where an eligibility request was submitted using NextGen Eligibility Verification.
Enc Age Days	Displays the Encounter Age in Days for each encounter calculated as [Current Date - Encounter Create Date = Encounter Age Days]
Enc Balance	Displays the outstanding encounter balance from the Balance Control window.
Program	This column is available only if you select the Enable Programs option in Practice Preferences > Programs. Note: When the program access right for a user is set to No in System Administrator > Rights > Operations > Chart/Demographics/Employer > Program, the user cannot access the Program column. Displays the Program from the General tab of the Encounter Maintenance window. For more information on Programs, refer to the Behavioral Health Billing User Guide for NextGen® Enterprise PM .
Patient Group	Displays the patient group associated to encounters that were created from a group encounter. Patient groups, group appointments, and group encounters are used with group scheduling in NextGen® Enterprise PM. For more information on group scheduling, refer to the Appointment Scheduling User Guide for NextGen® Enterprise PM .

Help Guide for NextGen® Enterprise PM 8

Components of Encounter Information

The following table describes the fields that appear in the Encounter Information section when you select an encounter from the Encounters section: Field Description Encounter Nbr Displays the system-assigned encounter number. Encounter Date Displays the Billable Date entered for the encounter on the Encounter Maintenance window. Encounter Status Displays the current status of the encounter. An encounter can have any of the following status: Unbilled Billed Rebill In Progress Bad Debt History First Bill Date Displays the date when the encounter first went through the billing process in NextGen® Enterprise PM. Last Bill Date Displays the date when the encounter last went through the billing process in NextGen® Enterprise PM. Patient Type Displays the patient type specified for the encounter on the General tab of the Encounter Maintenance window. Occurrence Code Displays the occurrence code selected for the encounter in the Encounter Maintenance window. Onset Date Displays the date of on

Help Guide for NextGen® Enterprise PM 8

Encounter Lookup Search Criteria

The following table lists the fields in the Search Criteria area of the Encounter Lookup window and their descriptions. Field Description Bill Status To find encounters with a specific status, select one or more of the following statuses: <none> or blank (includes all statuses) Bad Debt Billed History In Progress Rebill Unbilled Note: The In Progress check box appears only if the Enable In Progress billing status option is selected in Practice Preferences. Financial Class To find encounters with a primary payer assigned to a specific financial class, select one or more financial classes. Enc Nbr To find a specific encounter, enter the encounter number. Billable Dt From To find encounters within a specific Billable Date range, enter a start date. Pulls from the Billable Date field on the Encounter Maintenance window. Billable Date To To find encounters within a specific billable date range, enter an end date. Pulls from the Billable Date field on the Encounter Maintenance window. Render

Help Guide for NextGen® Enterprise PM 8

Viewing Insurance Information in Encounters

You can view a patient's insurance information in the Insurance tab You can view insurance information for an encounter in the Insurance tab under Encounters. The Encounters section displays the list of patient encounters. The Insurance Information section displays information for the selected insurance based on the setup for the payer in the payers master file in File Maintenance. For more information on setting up payers, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise PM. You can do the following on the Insurance tab under Encounters: Open the Encounter Insurance Selection window for the selected encounter. Open the Insurance Maintenance window for the encounter. Remove the selected insurance from the encounter. Open the Balance Control window for the selected encounter. Open the Authorization Listing window for the selected insurance. Open the Referral Listing window for the selected insurance. Open the

Help Guide for NextGen® Enterprise PM 8

Charge Posting Toolbar

The toolbar on the Charge Posting window includes icons that you can use to perform a variety of actions and functions when working with charges in NextGen® Enterprise PM. The following table describes the use of each icon available on the Charge Posting toolbar. Icons Name Description View Chart Opens the Patient Chart window for the selected patient. Recall Opens the Recall Plan Maintenance window to add a recall for a patient who has no existing recalls, or the Patient Recall window for a patient who has one or more existing recall. Encounter Maintenance Opens the Encounter Maintenance window for the selected encounter to add the encounter details. Encounter Insurance Opens the Encounter Insurance Selection window for the selected encounter to add insurance to an encounter. Patient Insurance - Encounter Opens the Patient Insurance – Encounter window for the primary payer on the selected encounter. Balance Control Opens the Balance Control window for the selected encounter. Patient B

Help Guide for NextGen® Enterprise PM 8

Eligibility Referral Reconciliation Report Columns

The following columns are available on the Eligibility Referral Reconciliation report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's eligibility/referral Pat Name Patient Full Name Patient Information Per Nbr Person Number Patient Information Insured Name of Insured Guarantor Maintenance Insured Pat Nbr Patient's HIC/Policy Number Insurance Maintenance Rendering Rendering Provider (Requesting Physician) Requesting Physician from Inquiry Payer Name Payer Name associated with transaction Insurance Maintenance associated with the transaction Inq Type Type of Inquiry (Eligibility, New Referral, or Referral History) Type of inquiry selected from the pop-up menu used to access an inquiry SubmitStatus Status of Inquiry System-generated based on results of the transaction Response Status Response Status Received from clearinghouse Rejection Definition Rejection Definition Received from clearinghouse Crt Dt Create Date System-generate

Help Guide for NextGen® Enterprise PM 8

Components of the Filter Options Window

The following table lists the fields in the Filter Options window with their descriptions. Filter Description Rendering Physician Displays encounters with a specific rendering physician on the Encounter Maintenance window. Encounter Location Displays encounters with a specific service location on the Encounter Maintenance window. Primary Payer Displays encounters with a specific primary payer on the Encounter Insurance Selection window. Encounter Status Displays encounters with a specific encounter status. You can select one or more of the following: Bad Debt Billed History In Progress Rebill Unbilled Self Balance Displays encounters with a specific pat amount balance in balance control. You can select one of the following and then enter the balance amount. Equals Not Equals Greater Than Less Than Patient Type Displays encounters with a specific patient type on the Encounter Maintenance window. You can select one or more patient types. Encounter Date Displays encounters with a specific

Encounter List Columns

Recommendations

Components of Encounter Information

Encounter Lookup Search Criteria

Viewing Insurance Information in Encounters

Charge Posting Toolbar

Eligibility Referral Reconciliation Report Columns

Components of the Filter Options Window

Components of Encounter Information

Encounter Lookup Search Criteria

Viewing Insurance Information in Encounters

Charge Posting Toolbar

Eligibility Referral Reconciliation Report Columns

Components of the Filter Options Window