Generate Reports for Outsourced Charges

Help Guide for NextGen® Enterprise PM 8

Outsource Charges for Multiple Payers

To outsource charges for multiple payers, ensure to enable outsourcing in the Practice Preferences window by selecting Enable outsourcing on the General Preference List. Open NextGen® Enterprise PM. Select File > Processes > Outsource Charges. The Outsource Process window opens. On the General tab, enter the required search criteria. Select the Payer tab. Select the Open Record icon. The Payers window opens. Select the blue arrow button to move the desired payers from the Available section on the left to the Included section on the right. To save changes and close the window, select OK. To find all charges that match the selected General tab and Payer tab parameters, select Find. The search results display in the Charges section. Select the check box on the left for all charges to be outsourced. Do one of the following: To generate and view a report for the selected charges, select Report. To outsource the selected charges, select Outsource. To cancel the outsource process, select Clos

Help Guide for NextGen® Enterprise PM 8

View Previously Outsourced Charges

NextGen® Enterprise PM searches for charges that have already been outsourced and displays them in the search criteria. You can generate a report based on the result of your search criteria. Open NextGen® Enterprise PM. Select File > Processes > Outsource Charges. The Outsource Process window opens. On the General tab, select the required search criteria, and then select the Outsourced charges only check box. Selecting this check box limits the search to charges that are already outsourced. Note: When you select the check box, the Outsource button changes to the Reset button. Select Find. The search results appear. To generate and view a report for the previously outsourced charges, select Report. To clear the search criteria to perform another search, select Reset. Parent topic: Outsource Charges

Help Guide for NextGen® Enterprise PM 8

Outsource Charges

To outsource a charge, ensure to enable outsourcing in the Practice Preferences window by selecting Enable outsourcing on the General Preference List. Outsourcing charges remove the outstanding balances from the accounts receivable by the practice. Note: The application does not provide the option to outsource charges for encounters with a Bad Debt status. 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 entered display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Encounters tab. Right-click on the encounter, and then select Outsource charges. The Outsource Process window opens. In the Search Criteria section, select Outsource Agency, Department, Financial Class, and Provider fields from the list. Enter the Outsource Date,

Help Guide for NextGen® Enterprise PM 8

Reports with Info Button

An Info button is available on the Report Filter window for the following reports in NextGen® Enterprise PM: General Reports Patient Chart Demographics Accounts Receivable Reports Aging Analysis > By Encounter Aging Analysis > By Line Item Billed Encounters Contractual Analysis Receivable Analysis > By Age Receivable Analysis > By Month Receivable Analysis > By Type Unapplied Amounts by Account, Invoice and Encounter Collections > Account Summary Collections > Insurance Aging Analysis Collections > Insurance Aging Analysis - Age Responsible Balances Only Collections > Insurance Detail Collections > Insurance Summary Unbilled Encounters Scheduling Reports Appointment Listing Daily Reports Activity Detail By Line Item > Adjustments / Payments / Refunds By Transaction > Adjustments / Payments / Refunds By Encounter > Adjustments / Payments / Refunds Charges Charges By Current User Encounters Monthly Reports Change in Accounts Receivable > By Encounter Change in Accounts Receivable By Line

Help Guide for NextGen® Enterprise PM 8

Provider Productivity by RVU Report

The Provider Productivity by RVU ( Relative Value Unit) displays the provider's total RVUs per time period. The charge amount column on this new report should balance to the Daily Charges, Monthly Service Item Summary with Extended Amount and Transactions, and Monthly Transaction Summary reports. To access the report in NextGen® Enterprise PM, select the Reports menu and select Monthly and then select Provider Productivity by RVU. From the Report Filter window, select the Info button to view the following information about the report: Logic: This report allows for charges to report under the primary payer/financial class on the encounter. The report collects and displays data based on the column(s) and sorting type selected. It is the only summary report that allows showing charge info with RVU data. Filtering Info: Pulls all the charges that meet the criteria selected on Filter 1. Does not include unapplied payments. This is a calculated report, which means you need to pull in both th

Help Guide for NextGen® Enterprise PM 8

Column Filters in Service Item Summary - Transaction Source Report

Use the following parameters in the Filter 1 section to filter the data on the report: Charge Create Date: Include charges with a Create Date within a date range. Charge Process Date: Include charges with a Process Date within a date range. Charge Service Date: Include charges with a Service Date within a date range. Outsource Date: Include line items outsourced within a date range. Transaction Post Date: Include transactions with a Post Date within a date range. Transaction Process Date: Include transactions with a Process Date within a date range. Transaction Date: Include transactions with a Transaction Date within a date range. Charge Type: Include/exclude charges by type. Select Encounter and/or Invoice. Unposted Transactions: Include/exclude unposted transactions. Select either Only or Exclude (default). Slide %: Include line items where the Sliding Fee adjustment is within a percentage range. Outsource: Include/exclude outsourced line items. Select either Only, Exclude, or Inclu

Generate Reports for Outsourced Charges

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