Import 277 Claim Status Updates

Help Guide for NextGen® Enterprise PM 8

View Claim Status Results on the Patient Chart

Quicknotes are automatically added to the patient chart when the claim status is run. You can track and view solicited and unsolicited claim status results from the claim status import in a quicknote, which is attached to an encounter. Quicknotes are only created if the referenced 277 finds the encounter ID and the patient ID. Open the patient chart and select the Clinical History/Notes tab. The Clinical History/Notes window appears the Topics section on the left and the Description section on the right. In the Topics section, expand the Notes folder under the Chart Notes folder. Double-click on the note you want to access or right-click and select Open from the shortcut menu. The Quicknote window appears. Parent topic: 277 File

Help Guide for NextGen® Enterprise PM 8

277 File

This section explains the 277 file. The basic steps in working with the 277 file include: Download the file from the payer or clearing house. Select the File menu and select Processes > Claim Status Import. Print the report. Import 277 Claim Status Updates View Claim Status Results on the Patient Chart COB Balancing Using the 5010 Format Set Up a COB Imbalance Warning Parent topic: Claims Processing

NextGen® Background Business Processor Help 8

Claim Status Requests Job

You can create the job to download and export the claim status report by configuring the fields as described in the following table. Field Description Claim Request Create Date From/To Indicates the date range for future appointments that you what the job to cover. Financial Class Indicates the financial class that you want to restrict the eligibility requests job to. Service Location Indicates the service location of the practice to which you want to restrict the eligibility requests job. Claim Type Indicates the claim types that you want to include with the job. Payer Indicates the payer associated with the claim. Media Type Indicates one of the following type for claims: Paper Electronic Aged Days Without Payment Enter the number of days without payment that you want the job Claim Status Report: Printer Name If you indicated that you want the claim status report sent to the printer, identify the printer you want to use. You can also apply the following settings to the printer: Orien

NextGen® Background Business Processor Help 8

Claim Status Import Job

You can create the job to download and export the claim status report by configuring the fields as described in the following table. Field Description Source Directory Indicates the directory that you want the job to poll for new 227 claim files. Display Only? Indicate whether you want the Claim Status report to produce the report for display purposes only without updating any claim statuses. Claim Status Report: Printer Name If you indicated that you want the Claim Status report sent to the printer, identify the printer you want to use. You can also apply the following settings to the printer: Orientation Tray Size Number of copies Claim Status Report: Export Format If you indicated that you want the Claim Status report exported, identify the file format you want the job to use. Claim Status Report: Export File Name If you indicated that you want the Claim Status report exported, enter the file name for the exported file that you want the job to use. You can include a date part or cou

Help Guide for NextGen® Enterprise PM 8

View Claim Status Information on the QuickNote

Quicknotes are automatically added to the patient chart when a claim status is run. You can view solicited and unsolicited claim status results from the claim status batch in the quicknote attached to an encounter. Quicknotes are created only if the referenced 277 file finds the encounter ID and patient ID. Open a patient chart and select the Clinical History/Notes tab. In the Topics section, expand the Notes folder under the Chart Notes. Double-click the desired note. Alternatively, right-click the note and select Open. TheQuicknote window opens displaying the claim status information such as Patient Name, Encounter Number, Claim Number, Status Category Code, Status Code, Claim Payment Amount, and Message. Parent topic: Claim Status

Help Guide for NextGen® Enterprise PM 8

Open Claim Status Report from Clinical History/Notes

Before you begin Submit a claim status request for the encounter. In theClinical History/Notes tab, Chart Notes > Claim Status Result under Topics list displays the list of claim requests submitted for the encounter. You can open and view the claim status report. In NextGen® Enterprise PM, open the Patient Chart and select the Clinical History/Notes tab. From Topics, select Claims Status Result located under Chart Notes. The Details pane displays the claim status results attached to the patient. Right-click the desired encounter or claim number and select Open. The Claim Status report opens displaying the following: Claim status response date and time. Statistical view of the claim status (accepted or rejected), bill amount, and paid amount. Collapsed view of the claim status requested for the encounter. Note: To view the detailed report of the claim status, select and expand the claim. Parent topic: Claim Status

Import 277 Claim Status Updates

Recommendations

View Claim Status Results on the Patient Chart

277 File

Claim Status Requests Job

Claim Status Import Job

View Claim Status Information on the QuickNote

Open Claim Status Report from Clinical History/Notes

View Claim Status Results on the Patient Chart

277 File

Claim Status Requests Job

Claim Status Import Job

View Claim Status Information on the QuickNote

Open Claim Status Report from Clinical History/Notes