Financial Information Records Report

Help Guide for NextGen® Enterprise PM 8

Eligibility and Benefit Records Report

The Eligibility and Benefit Records report identifies eligibility and benefit records that have not been assigned to a Practice ID. To access the report in NextGen® Enterprise PM, select Reports > System > Data Maintenance > Unassigned Benefit Info Records and then select Eligibility Benefit Records. Note: The report is available only if the System Level Benefit Info preference is set to False in System Administrator > Universal Preferences > General Options. Assign an Eligibility or Benefit Record to a Practice Eligibility and Benefit Records Report Columns Parent topic: Unassigned Benefit Info Records Reports

Help Guide for NextGen® Enterprise PM 8

Unassigned Benefit Info Records Reports

When the system is unable to automatically assign a practice ID to a record, that record will not display on the Benefit Info window of the Insurance Maintenance when the Universal Preference > System Level Benefit Info preference is set to False. To assign a record to your practice, you can use one of the Unassigned Benefit Info Records reports. These reports are Financial Information Records and Eligibility and Benefit Records. Both reports include a drill down function that allows you to assign the current practice to a single record or to all records on the report. Assigning records to a practice can be done from the Eligibility and Benefits Records report or the Financial Information Records report found in the reports menu under System > Data Maintenance > Unassigned Benefit Info Records. Note: The Unassigned Benefit Info Records option only displays on the System reports menu when the System Level Benefit Info preference is set to False in System Administrator > Universal Prefer

Help Guide for NextGen® Enterprise PM 8

Assign a Financial Record to a Practice

Run the Financial Information Records Report. From the report, hover over the desired financial information record to access the "drill-down" cursor. Double-click the record. The Data Integrity - Unassigned Financial Information Records window appears. Select one of the following Data Integrity Options: Assign current practice to this record only: Select this option to assign the practice to the selected record. Assign current practice to all records displayed: Select this option to assign the practice to all records on the report. To continue, select Assign. The financial information records are assigned to the current practice. To continue, select Assign. A message box appears stating, the selected records will only be viewable within this practice. Select Yes. The application: The application does the following: Assigns the current practice and enterprise ID to the record(s). Updates modified by to the current user. Updates the modified date to the current date. Displays a message s

Help Guide for NextGen® Enterprise PM 8

Financial Information Records Report Columns

The following columns are available on the Financial Information Records report: Column Name Description Data Populates From Created By Created By Modification Information Crt Dt Create Date Modification Information Insured Name Insured Name Patient Information Modified By Last user to modify Modification Information Mod Dt Last Modified Date Modification Information Pat Name Patient Name Patient Information Payer Name The name of the patient payer. Payers Master File Per Nbr Person Number Patient Information Record ID Source Number The ID of the financial info record in the person_payer_fin_info table The following filters are available: Filter 1 Filter 2 Sorting Totals Practices Parent topic: Financial Information Records Report

Help Guide for NextGen® Enterprise PM 8

Assign an Eligibility or Benefit Record to a Practice

Run the Eligibility and Benefit Records Report. From the report, hover over the desired record to access the "drill-down" cursor. Double-click the record. The Data Integrity - Unassigned Elig and Benefit Info Records window appears. Select one of the following Data Integrity Options: Assign current practice to this record only: Select this option to assign the practice to the selected record. Assign current practice to all records displayed: Select this option to assign the practice to all records on the report. To continue, select Assign. A message box appears stating, the selected records will only be viewable within this practice. Select Yes. The application does the following: The application does the following: Assigns the current practice and enterprise ID to the record(s). Updates modified by to the current user. Updates the modified date to the current date. Displays a message stating the record(s) have been updated. Parent topic: Eligibility and Benefit Records Report

Help Guide for NextGen® Enterprise PM 8

Person Employers Report

The Person Employers report enables you to generate a list of patients and persons in the practice that are associated with various employers. One or more employers can be linked to a person or patient in NextGen® Enterprise PM on the Employers tab of the Patient Information window. Employer information, such as company name. address, contact and phone number can be included on the report. In addition, person/patient demographics information, such as name, birth date and age can also be included. By default, the report is sorted and grouped by Company Name, and then by Employee Name. Filters include Employment Status, Employer and Occupation. When the report is generated in NextGen® Enterprise PM, practice associations are respected. This ensures that the report returns only person and patient records that exist in the association linked to the practice from which the report is generated. The report results vary depending on the setup of the 'scoping level' for the database. If the dat

Financial Information Records Report

Recommendations

Eligibility and Benefit Records Report

Unassigned Benefit Info Records Reports

Assign a Financial Record to a Practice

Financial Information Records Report Columns

Assign an Eligibility or Benefit Record to a Practice

Person Employers Report

Eligibility and Benefit Records Report

Unassigned Benefit Info Records Reports

Assign a Financial Record to a Practice

Financial Information Records Report Columns

Assign an Eligibility or Benefit Record to a Practice

Person Employers Report