Filter Encounters in Accounts

Help Guide for NextGen® Enterprise PM 8

Managing Account Encounters Details

The Encounters Detail tab of the Account Profile window contains a list of all the encounters associated with a particular account. You can do the following on the Encounters Detail tab. View totals for accounts including the balance owed. View the total adjustments and charges for each of the patients. Filter encounters according to your preference. Pre-list encounters for sending to a collection agency and assigning a bad debt status. Reinstate encounters that have been previously pre-listed. Account Encounters Detail tab A folder appears for each patient under this guarantor. You can do the following to see more information for a selected encounter: Double-click the encounter to view the details of the encounter. Right-click in the first row of the Guarantor Information section to select the columns to display in the Guarantor Information section of the window. For more information on pre-listing and reinstating encounters go to NextGen Healthcare Success Community and download the

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

Pre-List Encounters from the Account Profile

When you are pre-listing encounters for bad debt from a guarantor’s Account Profile, you can select encounters for one or more patients at the same time. For example, encounters for multiple family members that are all linked to the same guarantor. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria fields to search the account. Select Find. All existing accounts that match the search criteria appear in the Account List section. Select Account List, and then double-click to open the account. The Account Profile window opens. Select the Encounters Detail tab. Select a patient or an encounter to be pre-listed for bad debt. Right-click and select Pre-List, and then select Open. The Pre-List Multiple Encounters From Account window opens. If you select a patient before selecting Pre-List > Open from the menu, all eligible encounters for the account are displayed. You can select an encounter and add to the pre-list for bad debt. If you select a

Help Guide for NextGen® Enterprise PM 8

Add Benefit Information to Patient Insurance

You can record annual and lifetime benefit information to help determine patient responsibility. 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 criteriaa ppear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select the Encounters tab. The encounters associated with the patient appear in the Encounters section. Select the Insurance tab and then select the encounter from the Encounters section. Right-click the selected insurance, and then select Open. The Insurance Maintenance window opens. Select the Benefits Info tab and then select the Eligibility and Benefits tab. To view existing benefit information, select open menu and then select New or Open. The Eligibility and Benefit Maintenance window opens. Eligibilty and Benefit Information Win

Help Guide for NextGen® Enterprise PM 8

Suppress Statements for an Encounter

Suppressing statements at the encounter level will prevent a specific encounter in a specific patient’s chart from being included in a guarantor’s statement. Statements may still include other encounters on the same patient and encounters for other patients that are linked to the guarantor’s account. 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 display in the Matching Records section of the window. In the Matching Records list, double-click to open the desired patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list, open the encounter to be suppressed from statements. The Encounter Maintenance window opens. On the General tab, clear the Print Encounter On Statements check box. To save changes and close the window, select OK. Statements are now suppressed for the encounter. Parent topic: Sup

Help Guide for NextGen® Enterprise PM 8

Search for Accounts

Open NextGen® Enterprise PM. From the Task Menu menu, select Lookup > Accounts. The Account Lookup window opens. To search for an account, enter the search criteria data, and then select Find. Note: You can use different combinations of the search criteria to search for an account Person and employer accounts that match the search criteria appear in the Account List section of the Account Lookup window. Account Lookup window Parent topic: Managing Accounts

Filter Encounters in Accounts

Recommendations

Managing Account Encounters Details

Filter Encounters on the Patient Chart

Pre-List Encounters from the Account Profile

Add Benefit Information to Patient Insurance

Suppress Statements for an Encounter

Search for Accounts

Managing Account Encounters Details

Filter Encounters on the Patient Chart

Pre-List Encounters from the Account Profile

Add Benefit Information to Patient Insurance

Suppress Statements for an Encounter

Search for Accounts