Financial Information Records Report Columns

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

Help Guide for NextGen® Enterprise PM 8

Financial Information Records Report

The Financial Information Records report identifies financial information 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 Financial Information 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 a Financial Record to a Practice Financial Information Records Report Columns Parent topic: Unassigned Benefit Info Records Reports

Help Guide for NextGen® Enterprise PM 8

Eligibility and Benefit Records Report Columns

The following columns are available on the Eligibility and Benefit 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 eligibility and benefit info record in the person_payer_benefit_info table The following filters are available: Filter 1 Filter 2 Sorting Totals Practices Parent topic: Eligibility and Benefit Records Report

Help Guide for NextGen® Enterprise PM 8

Recalculation Results Report Columns

The following columns are available on the Recalculation Results report: Column Name Description Data Populates From Pat Name Patient Name Patient Information Loc Name Location Name Charge Posting E/I Source Number Patient Chart Message Message Description Recalculation Process Severity Severity Description Recalculation Process CPT EOC CPT Episode of Care CPT4 Codes Master File Crt Dt Create Date Charge Posting Sv It Service Item ID Charge Posting Filter 1 Use parameters to filter data on the report: Create Date: Include messages with a Create Date within a date range. Filter 2 Use columns to filter data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Additional Filters Use additional filters to filter data on the report. Additional filters include the following: Recalc Message Sorting Use columns to sort and group data on the report. Column sorting options include the following: Ascending Descending Group By Page Break

Help Guide for NextGen® Enterprise PM 8

Filters in Claim Requests Report

The following table lists the filters available on the Filter 1 section. Filter Description Create Date Select a Create Date range for claims Processed Date Select a Process Date range for claims Request Status Select one or more of the following to be included on the report: Pending Archived HOLD Consolidated Payer Seq Select one or more of the following to be included on the report: Primary Secondary Tertiary Media Type Select one or both of the following to be included on the report: Paper Electronic Name Used to narrow the focus of the report to Patient Names that fall within the beginning and ending name range you enter. You can enter: whole names partial names first initials only Status Cat Code Select a 997 acknowledgement transaction Status Category Code to be included on the report Status Code Select a 277/277u claim Status Code to be included on the report You can use the following operators on columns in theFilter 2section to filter the data in the report: Between Equals Not

NextGen® Enterprise EHR Help

Select and Sort Columns

You can select and sort columns. Select Columns from the Report Filter Settings List. Report Filter Set up the Columns you wish to display on the report. The following Columns are available by default: Lst Name - Display Patient's Last Name Mid Name - Display Patient's Middle Name Fst Name - Display Patient's First Name DOB - Display Patient's Date of Birth Age - Display Patient's Age Gen - Display Patient's Gender Race - Display Patient's race Ethnicity - Display Patient's ethnicity Deceased - Display Patient's deceased indicator Addr 1 - Display Patient's Address 1 Addr 2 - Display Patient's Address 2 Pat City - Display Patient's City Pat State - Display Patient's State Pat Zip - Display Patient's Zip Code Pat Hm Phone - Display Patient's Home Phone Number Person Nbr - Display Patient's or Person's Number Preferred Contact Method - Display Patient's Preferred Contact Method Patient Status - Display Patient's Status Practice Name - Display Patient's Practice Name Note: Availability of

Help Guide for NextGen® Enterprise PM 8

Address Change Report Columns

The following columns are available on the Address Change report: Column Name Description Data Populates From Prac ID Practice Identifier Address Input File Practices Master File Per/Acct Nbr Person Number Patient Information > Demographics Pat Name Patient Name Patient Information > Demographics Old Addr 1 Old Address 1 Patient Information > Demographics Old Addr 2 Old Address 2 Patient Information > Demographics Old City, State Zip Old City, State Zip Patient Information > Demographics FF Addr Fast Forward Address Address Input File FF City, State Zip Fast Forward City, State Zip Address Input File Eff Dt Effective Date Address Input File Type Cd Type Code Address Input File Displays one of the following: F (Family) I (Individual) Info Cd Information Code Address Input File Displays one of the following: M (Forwardable new address) K (Moved but left no address) B (Business) G (Box closed no order) D (Foreign new) Client Acct Nbr Client Account Number Address Input File File Name File

Financial Information Records Report Columns

Recommendations

Financial Information Records Report

Eligibility and Benefit Records Report Columns

Recalculation Results Report Columns

Filters in Claim Requests Report

Select and Sort Columns

Address Change Report Columns

Financial Information Records Report

Eligibility and Benefit Records Report Columns

Recalculation Results Report Columns

Filters in Claim Requests Report

Select and Sort Columns

Address Change Report Columns