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 Dental Charges

Open NextGen® Enterprise PM, and then select Charges. The Charge Posting window opens. Select the desired patient and encounter. Do one of the following: To add a charge, select New. To modify a charge, select the charge and then select Open. In the Svc Dates fields, enter the service date range for the charge. These fields default to the Billable Date, when you select it on the Encounter Maintenance window. Select Svc Item, and then enter the applicable dental service item. The Unit and Override fields default to the price from the SIM Library. The Extended field is calculated as (Quantity x Override = Extended) and displays the total price for the charge. Select Modifier, and then enter up to four modifiers for the charge. Select Quantity, and then enter the desired quantity. The Quantity field defaults to 1. The Unit and Override fields default to the price from the SIM Library. The Extended field displays the total price for the charge. (Quantity x Override = Extended) Select Tooth

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

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

Process Rental In Progress Encounters on Demand

To process Rental In progress encounters individually, do the following: Open NextGen® Enterprise PM. Select Reports > General > Pending Rental Encounter. Run the Pending Rental Encounters report. Review each rental encounter on the report for the following: To ensure it is time to bill for the device. To ensure that the device has not been returned. Enter or modify pick-up date. Convert the In Progress encounter to Unbilled. A message appears stating that do you want to copy forward the information on this encounter to a new In Progress encounter. Select Yes. Enter new dates for the new In Progress encounter, if required. Parent topic: Recurring Rental Billing

Enter Recurring Rental Charges

Recommendations

View Charges from the Charge Posting Window

Enter Dental Charges

Enter Charges

Create Rentals for Patients

Charge Posting Toolbar

Process Rental In Progress Encounters on Demand

View Charges from the Charge Posting Window

Enter Dental Charges

Enter Charges

Create Rentals for Patients

Charge Posting Toolbar

Process Rental In Progress Encounters on Demand