Generate a Threshold Tracking Report for Programs

Help Guide for NextGen® Enterprise PM 8

Tasking from the Threshold Tracking Report

Work log tasks can be manually created and assigned to users in batch mode from the Threshold Tracking report in NextGen® Enterprise PM. A task is created for each encounter listed on the report that does not already have an existing open task. The Task Types to be used with this encounter-based report must be set up in File Maintenance with the Source Type set to Encounter. Create Tasks from the Threshold Tracking Report Parent topic: Threshold Tracking Report

Help Guide for NextGen® Enterprise PM 8

Threshold Tracking Report Columns

The following columns and filters are available on the Threshold Tracking report: Column Name Description Data Populates From Pat Name Patient Name Patient Information. Note: When you select a patient name without an encounter, the Patient Information tab on Patient Chart opens. Per Nbr Person Number Patient Information Rendering Encounter Rendering Provider Encounter Maintenance > General tab Prog Prim Prov Program Primary Provider Program Enrollment on Patient Chart > Patient Information > Programs sub-tab Program Encounter Program Encounter Maintenance > General tab Location Encounter Location Encounter Maintenance > General tab Enc Nbr Encounter Number Encounter Maintenance Enc Billable Date Encounter Billable Date Encounter Maintenance Enc Status Encounter Status Encounter Maintenance Prog Thresh Payer Program Threshold Payer Encounter Insurance selection Displays the name of the primary payer on the encounter that is associated with the program threshold rule. Prog Thresh Min Pro

Help Guide for NextGen® Enterprise PM 8

Threshold Tracking Report

The Threshold Tracking report in NextGen® Enterprise PM provides information about patient encounters linked to programs that have payer-specific threshold rules defined in File Maintenance. You can use the report to review and monitor patients with or without encounters during a specified date range to determine whether they have met the payer's threshold requirements and are ready for billing. For example, in a Behavioral Health practice, a payer may require that patients in a specific program have a minimum number of addiction counseling hours per week, or a minimum number of therapy units per month before billing the payer for those services. This encounter-based report is available only if the Enable Programs option is selected in Practice Preferences > Programs. The report has drill-down functionality that enables you to 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 windo

Help Guide for NextGen® Enterprise PM 8

Reporting on Programs

In NextGen® Enterprise PM, you can use the following reports to identify, review and monitor patient encounters that are linked to a program: Daily Encounters Billed Encounters Unbilled Encounters Threshold Tracking You can generate the reports to display program-related information for each encounter, such as program name, primary provider, and enrollment and discharge dates. You can also filter the reports to include or exclude specific programs. For more information on these reports, refer to the Reports User Guide for NextGen Enterprise PM. Generate an Encounters Report for Programs Threshold Tracking Report Parent topic: Working with Programs in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Create Tasks from the Threshold Tracking Report

Access NextGen® Enterprise PM. Generate a Threshold Tracking report. The report appears on screen. From the report toolbar, select Tasks . The Add Tasks from Report window opens. In the Task Type field, select the task to be created for each encounter on the report. In the Assigned To field, select the users the tasks will be assigned to. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has an open task

File Maintenance Help for NextGen® Enterprise 8

Generate a Program with Threshold Rules Report

To generate the Program with Threshold Rules report, do the following: Note: . Access File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. From the list, select a program and then do one of the following: Select Open Menu and then select Print > Program with Threshold Rules. Right-click and then select Print > Program with Threshold Rules. The Program with Threshold Rules - Enhanced Report Mode window opens. From the Configuration Options list, select columns, filters and sorting for the report. To generate the report, select Refresh Report. The report appears on screen. Program with Threshold Rules Report Columns Parent topic: Program with Threshold Rules Report

Generate a Threshold Tracking Report for Programs

Recommendations

Tasking from the Threshold Tracking Report

Threshold Tracking Report Columns

Threshold Tracking Report

Reporting on Programs

Create Tasks from the Threshold Tracking Report

Generate a Program with Threshold Rules Report

Tasking from the Threshold Tracking Report

Threshold Tracking Report Columns

Threshold Tracking Report

Reporting on Programs

Create Tasks from the Threshold Tracking Report

Generate a Program with Threshold Rules Report