NextGen Knowledge Center

Fields in the Claims Tab of Encounter Maintenance

The General sub-tab under Claims tab includes information about the patient’s encounter that may be needed on an electronic or paper claim for the encounter.

The Claims tab includes three sub-tabs:

  • General
  • Attachments
  • Consolidated Services Claim

The Claims > General tab includes the following fields:

FieldDescription
Special ProgramSelect the Special Program to which the encounter is related, if applicable. The selected program will include a corresponding indicator in the 2300 loop / CLM012 segment on an electronic claim for the encounter. Available options include:
  • Disability
  • EPSDT or CHAP
  • Ind Abortion - Danger to Life
  • Ind Abortion - Rape or Incest
  • Phys Handicapped Child Program
  • Second Opinion or Surgery
  • Special Federal Funding
Serv Auth Except CodeSelect the Service Authorization Exception Code as a reason an authorization was not obtained for the encounter, if applicable. The selected code will include a corresponding indicator on an electronic claim for the encounter. Available options include:
  • 1 – Immed/Urgent Care
  • 2 – Svc Rend Retroactive
  • 3 – Emergency Care
  • 4 – Client Temp Medicaid
  • 5 – Rq 2nd Opin Recip
  • 6 – Rq Override Pending
  • 7 – Special Handling
EPSDT Referral Condition CodeSelect the EPSDT (Early Periodic Screening Diagnosis and Treatment) program Referral Condition Code for the encounter, if applicable. The selected code will include a corresponding indicator in the 2300 loop / CRC segment on an electronic claim for the encounter. Available options include:
  • NU – Not Used
  • AV – Available
  • S2 – Under Treatment
  • ST – New Services Requested
EPSDT Referral CodeSelect the EPSDT (Early Periodic Screening Diagnosis and Treatment) program Referral Code for the encounter, if applicable. The selected code will include a corresponding indicator in the 2300 loop / NTE segment on an electronic claim for the encounter. Available options include:
  • YB - Behavioral
  • YD - Dental
  • YH - Hearing
  • YM - Medical
  • YO - Other
  • YV - Vision
EPSDT Encounter Code - PaperSelect the EPSDT (Early Periodic Screening Diagnosis and Treatment) program Encounter Code for the encounter, if applicable. The selected code will include a corresponding indicator in Box #24H on a paper 1500 claim for the encounter. Available options include:
  • <none>
  • 03 - EPSDT
  • 06 - Family Planning
  • 09 - Pregnancy
  • 10 - Long Term Care (LTC) Resident
  • 11 - Copay Not Collected
  • Other
Date Last SRPDisplays the date when SRP was last done. The user has to manually enter the date.
Condition Code Category - WCSelect one of the following Condition Code Categories to be included on claims for a work comp encounter, if applicable:
  • BGW2 - Dup of original bill
  • BGW3 - Level 1 Appeal
  • BGW4 - Level 2 Appeal
  • BGW5 - Level 3 Appeal
Demonstration Project IDWhen this field is populated and the encounter is billed, and a claim is created, the Demonstration Project Identifier is populated in Claims Maintenance > Claim Header record in the Demonstration Project ID field on the pending claim for both 1500 (837 Professional) and UB (837 Institutional) claims.
Hearing/Vision RxIf required by the payer, select the date a prescription was written for a hearing device or vision frames/lenses. The date will be included in the 2300 loop / DTP*471 segment on an electronic claim for the encounter.
Claim CodesEnter a free-text claim code for the encounter, if applicable.
Vision Code CategoryIf required by the payer, select the Vision Code Category for replacement frames/lenses when this information impacts reimbursement. The category will be included in the 2300 loop / CRC segment on an electronic claim for the encounter. Available options include:
  • E1 – Spectacle Lenses
  • E2 – Contact Lenses
  • E3 – Spectacle Frames
Vision Condition IndicatorIf required by the payer, select the Vision Condition Indicator for replacement frames/lenses when this information impacts reimbursement. The indicator will be included in the 2300 loop / CRC segment on an electronic claim for the encounter. Available options include:
  • L1 – General Standard of 20 Degree or .5 Diopter Sphere or Cylinder Change Met
  • L2 – Replacement due to Loss or Theft
  • L3 – Replacement due to Breakage or Damage
  • L4 – Replacement due to Patient Preference
  • L5 – Replacement due to Medical Reason
FQHC Qualifying Encounter Select this check box to indicate the encounter is considered a face-to-face encounter with a qualified provider and should be flagged as a "qualifying encounter" for Health Center reporting purposes.

If the encounter has a charge for a SIM code that is flagged as a "Qualifying Encounter" code in the Service Items Library, then this check box is automatically selected by the system when the encounter goes through the billing process in NextGen® Enterprise PM.

Not assigned provider sending electronic claimSelect this check box to include an indicator on electronic claims that the rendering provider is not assigned with the payer.
Family Planning EncounterSelect this check-box to indicate the encounter is related to Family Planning. If selected, this places a Y into the detail-level Family Planning flag during billing. The electronic send file then contains a Y in the SV112 segment.