External Manual Charge Processing

Help Guide for NextGen® Enterprise PM 8

EHR Manual Charge Processing - Pending Report

When procedures from the NextGen® Enterprise EHR Procedures Module are passed to the charge "holding tank" in NextGen Enterprise, you can use the EHR Manual Charge Processing - Pending report to review charges in the holding tank that have not yet been processed in NextGen® Enterprise PM. The report displays encounter-level and charge-level information for each charge. The report has "drill-down" functionality. You can double-click an encounter to access the Patient Chart > Encounters tab directly from the report. From the encounter, you can then access the Charge Posting window and either process or reject the pending EHR charges on the encounter. To access the report in NextGen® Enterprise PM, select the Reports > General menu and select and then select EHR Manual Charge Processing - Pending. Note: The report is available only if the EHR manual charge processing option is enabled in both Enterprise Preferences > General and in Practice Preferences > Charge Entry. EHR Manual Charge Pr

Help Guide for NextGen® Enterprise PM 8

External Manual Charge Processing - History Report

When you have an interface that sends charges from an external third-party application to the charge "holding tank" in NextGen Enterprise, you can use the External Manual Charge Processing - History report to review charges that were previously in the holding tank but have since been processed or rejected in NextGen® Enterprise PM. The report displays encounter-level and charge-level information for each charge. Note: To check the status of the failed update charge request after the process date has changed (24 hour rule), refer to the External Manual Charge Processing - History report. No message is displayed in the NextGen® Enterprise PM Charge Posting window, whether holding tank is on or off. The report has "drill-down" functionality. You can double-click an encounter to access the Patient Chart > Encounters tab directly from the report. From the encounter, you can then access the Charge Posting window and view the external charges previously processed on the encounter. To access t

Help Guide for NextGen® Enterprise PM 8

EHR Manual Charge Processing - History Report

When procedures from the NextGen® Enterprise EHR Procedures Module are passed to the charge "holding tank" in NextGen® Enterprise EHR, you can use the EHR Manual Charge Processing - History report to review charges that were previously in the holding tank but have since been processed or rejected in NextGen® Enterprise PM. The report displays encounter-level and charge-level information for each charge. The report has "drill-down" functionality. You can double-click an encounter to access the Patient Chart > Encounters tab directly from the report. From the encounter, you can then access the Charge Posting window and view the NextGen® Enterprise EHR charges previously processed on the encounter. To access the report in NextGen® Enterprise PM, select the Reports menu and select General and then select EHR Manual Charge Processing - History. Note: The report is available only if the EHR manual charge processing option is enabled in both Enterprise Preferences > General and in Practice Pr

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from Reports

You can process procedures from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the EHR Manual Charge Processing Pending report. You can process charges for one encounter at a time. Open NextGen® Enterprise PM. From the Reports menu, select General, and then select EHR Manual Charge Processing–Pending. The NextGen Report Filter window opens. Filter the report to include the desired charges. Filter 1: Enter a charge Create Date range or leave blank for charges created on any date. Locations: Select one or more charge Service Locations or leave blank for charges from any location. Select OK. The Report Preview window opens. Double-click the patient’s encounter. The Encounters tab on the Patient Chart opens. Right-click the selected encounter and select Charges from the menu. The Charge Posting window opens with a message. Do one of the following: Select Process to accept the charges. The charges are removed from the pending charges hold

Help Guide for NextGen® Enterprise PM 8

Processing Pending NextGen® Enterprise EHR Charges

When you enable theEHR manual charge processingoption inPractice Preferences > Charge Entry, charges flow from the Procedures module inNextGen® Enterprise EHRto the pending charges holding tank, and then from the holding tank toNextGen® Enterprise PM. You must manually review and process the procedures in the charge holding tank inNextGen® Enterprise PM. This section reviews the following procedures used inNextGen® Enterprise PMfor processing pending charges fromNextGen® Enterprise EHR. ProcessNextGen® Enterprise EHRcharges from reports ProcessNextGen® Enterprise EHRcharges from theCharge Postingwindow ProcessNextGen® Enterprise EHRcharges from the Pending Charges process Process NextGen Enterprise EHR Charges from Reports You can process pending charges holding tank from Reports. Process NextGen Enterprise EHR Charges from the Charge Posting Window You can process the charges that you create in NextGen® Enterprise EHR on the Charge Posting window. Process NextGen Enterprise EHR Charge

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

You can process procedures submitted from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the Charge Posting window. You can process charges for one encounter at a time. Note: If an encounter has an assigned program in NextGen® Enterprise EHR, then the charges that you create in NextGen® Enterprise EHR has an assigned program by default when you process those charges in NextGen® Enterprise PM. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Open the desired patient and encounter with pending charges. A message appears stating that the two charges were pre-loaded as a result of the creation of EHR patient procedures. Do you want to process the pre-loaded charges. Do one of the following: Select Process to accept the charges. The charges are removed from the pending charges holding tank and are pulled into the Charge Posting window for the encounter. Select Reject to reject the charges. The charges are remo

External Manual Charge Processing - Pending Report

Recommendations

EHR Manual Charge Processing - Pending Report

External Manual Charge Processing - History Report

EHR Manual Charge Processing - History Report

Process NextGen® Enterprise EHR Charges from Reports

Processing Pending NextGen® Enterprise EHR Charges

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

EHR Manual Charge Processing - Pending Report

External Manual Charge Processing - History Report

EHR Manual Charge Processing - History Report

Process NextGen® Enterprise EHR Charges from Reports

Processing Pending NextGen® Enterprise EHR Charges

Process NextGen® Enterprise EHR Charges from the Charge Posting Window