Enter Recurring Rental Charges

Help Guide for NextGen® Enterprise PM 8

View Charges from the Charge Posting Window

You can view existing charges of a patient from the Charge Posting window. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. In the charge ledger section at the bottom of the window, right-click to access the shortcut menu. Select Ledger Views. Select one of the following Ledger Views. All Patient Charges: shows all charges for every encounter and every payment/adjustment for each charge. The first column on the left displays the encounter number. The total reflects the sum of all charges and the listed payments or adjustments. All Encounter Charges: Shows all charges for the encounter you select and every payment/adjustment for each charge. You can select an encounter from the Encounter field or from the All Patient Charges. The total reflects the sum of all charges and the listed payments or adjustments. This is the default view. Today's Charges: Shows all the entered charges with a create date of today. The first

Help Guide for NextGen® Enterprise PM 8

Enter Recurring Rental Charges

Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and the In Progress encounter. Select New. Select the Recurring Rental Billing icon on the Charge Posting toolbar. The Rental Information Listing window opens. To add a rental, select New. The Rental Information window opens. Note: For new rentals, select New. If it is a new encounter in an existing series, select the appropriate rental record from the list. In the Rental Devices section, select Open Record and then select the SIM code you want to apply to the rental. Select Serial Number(s), and then enter the serial number of the rental device. In the Rental Limit Tracking section, enter the time frame information, next billing date, and equipment return date. Select Rendering, and then select the rendering physician from the list. In the Encounters Utilizing this Rental Information section, the application automatically fills the Encounter and Encounter Date. Select Notes, and th

Help Guide for NextGen® Enterprise PM 8

Enter Charges

Open NextGen® Enterprise PM. Select Charges on the NextGen® Enterprise PM toolbar. The Charge Posting window opens. To enter a charge, select New. Fill the fields for each charge entered on the encounter. Press the Tab key to move forward to the next field. Press the Shift and Tab keys to move back to the previous field. To complete the charge, do one of the following: To save the charge and enter another charge on the same encounter, select Next. The charge displays in the Charge Ledger at the bottom of the window. To save the charge without entering another charge, select Save. The charge displays in the Charge Ledger at the bottom of the window. To save the charge and clear the window to enter charges on another encounter, select Next Enc. To cancel the charge without saving changes, select Cancel. Field Descriptions for Entering a Charge You can enter the fields for each charge entered on the Charge Posting window. View Charges from the Charge Posting Window You can view All Patien

Help Guide for NextGen® Enterprise PM 8

Create Rentals for Patients

Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup.. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Under Patient Information, select Rental Information, and then select the open menu Select New. The Rental Information window opens. To select the SIM code for the rental, in Rental Devices, select open folder Open Folder icon and select the SIM code you want to apply to the rental. The SIM code appears in the Rental Devices section. Enter the serial number of the rental device in Serial Number(s). Select the Rental Limit tracking frequency from the following: Enter the time frame, return date, and next billing date in the Rental Limit Tracking. Select the rendering physician for the patient in the Rendering. Enter additional informat

Help Guide for NextGen® Enterprise PM 8

Add Device Rental Information to a Patient Chart

Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Rental Information tab, select the open menu icon, and then select New. In the Rental Information window, under Rental Devices, select the open folder icon, and then select the applicable SIM code. In Serial Number(s), enter the rental device serial number. Select from the Rental Limit tracking option, and then enter the other necessary information. Note: In Rental Information Tracking report, you can view all the rental information and its associated encounters. Optional: Select the necessary encounters to use rental information. Select a provider from the Rendering list, and then in Notes, enter additional information. Note: You can delete

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

Enter Recurring Rental Charges

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