Exempt Patient Encounters from Outsourcing

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Chart Details

In the Chart Details tab of Patient Information, you can view practice-related information of the patient, such as the patient's provider, medical recorder number, and privacy notice information. You can view additional patient information in eight user-defined fields set up in practice preferences. You can use the Chart Details tab window to do the following: Setting up the default rendering and referring provider for a patient Exempting a patient from outsourcing Issuing a privacy notice to a patient Setting Up patient co-manage information Recording the patient marketing plan For more information about patient chart details go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen® Enterprise PM. Exempt Patient Encounters from Outsourcing You can use the Patient Information tab on the patient's chart to exempt a patient from outsourcing. Issue Privacy Notices to Patients You can use the Patient Information tab on the patient chart to issue

Help Guide for NextGen® Enterprise PM 8

View Outsourced Charges from the Patient Chart

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the entered search criteria appear in the Matching Records section. Select Matching Records, and then double-click to open the patient. The Patient Chart window opens. Select the Financial tab. Select the encounter, and then double-click the encounter you want to view. The application displays the outsourcing information under the Outsource Agency and Outsource Date columns. Parent topic: Outsource Charges

Help Guide for NextGen® Enterprise PM 8

Outsource Charges

To outsource a charge, ensure to enable outsourcing in the Practice Preferences window by selecting Enable outsourcing on the General Preference List. Outsourcing charges remove the outstanding balances from the accounts receivable by the practice. Note: The application does not provide the option to outsource charges for encounters with a Bad Debt status. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter Search Criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria entered display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Encounters tab. Right-click on the encounter, and then select Outsource charges. The Outsource Process window opens. In the Search Criteria section, select Outsource Agency, Department, Financial Class, and Provider fields from the list. Enter the Outsource Date,

Help Guide for NextGen® Enterprise PM 8

Filter Encounters on the Patient Chart

You can narrow the list of encounters on the Financial tab under the Patient Chart to display only those that meet specific filter criteria. 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 then 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. Select the Financial tab. All encounters for the patient are listed in the Financial Information section. To view encounters based on specific criteria, select Filter. The Filter Options window opens. Filter Options window Enter the search criteria, and then select Search. Encounters that match the search criteria appear in the Financial Information section under the Financial tab. To clear all selected filters, select Clear. To close the Filter Options window, select Close. Components of the

Help Guide for NextGen® Enterprise PM 8

View Eligibility Information for a Patient

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. Select the Encounters tab. From the Encounters list, select an encounter with a payer attached. Access the patient's chart and select the Encounters tab. Select the Insurance tab. The eligibility information is located in the Verification section of the window. Parent topic: Viewing Insurance Information in Encounters

Help Guide for NextGen® Enterprise PM 8

View a Voided Charge from the Patient Chart

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Select the patient, and then select Find. The Patient Chart window opens. Select the Encounters tab. Select the desired encounter. Select the Transactions sub-tab. All charges, voided charges, and transactions appear for the encounter. Parent topic: Voiding Charges

Exempt Patient Encounters from Outsourcing

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Viewing Patient Chart Details

View Outsourced Charges from the Patient Chart

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View Eligibility Information for a Patient

View a Voided Charge from the Patient Chart

Viewing Patient Chart Details

View Outsourced Charges from the Patient Chart

Outsource Charges

Filter Encounters on the Patient Chart

View Eligibility Information for a Patient

View a Voided Charge from the Patient Chart