Insurance Detail Report

Help Guide for NextGen® Enterprise PM 8

Insurance Summary Report

The Insurance Summary report is similar to the Insurance Detail report. This report is a line item report that shows the detail for every charge, except that the insurances are shown together in Ins Amt (Insurance Amount) column. Note: : If you run the insurance detail report for balance purposes then you must select all the charge status check boxes from Charge Status. If you run the report for AR (Account Receivable) purposes then you can select the Billed, Rebill, and Unbilled check boxes from Charge Status. The report has "drill-down" functionality that enables you to double-click on a record to access the Account Profile window directly from the report. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Collections, and then select Insurance Summary. From the Report Filter window, select Info to view the following information about the report: Logic: This is a charge based report. Pulls charges based on report filter

Help Guide for NextGen® Enterprise PM 8

Insurance Aging Analysis Report

The line item Insurance Aging Analysis report is a charge-based report and used to show aging by responsible payer. This report is different from other aging reports because all other aging reports age by primary payer. This report shows the responsible payer in the COB (Coordination Of Benefits) column. The responsible payer is represented by one of the following codes: Field Description P Patient Pay 1 Primary Payer 2 Secondary Payer 3 Tertiary Payer The responsible payer is determined by the following rules: The primary payer displays when the primary insurance bucket has either a positive or negative balance. The secondary payer displays when the primary insurance bucket is zero and the secondary insurance bucket has either a positive or negative balance. The tertiary payer displays when the primary and secondary insurance buckets are zero and the tertiary insurance bucket has either a positive or negative balance. The patient pay displays when the primary, secondary, and tertiary

Help Guide for NextGen® Enterprise PM 8

Insurance Aging Analysis – Age Responsible Balances Only Report

The Insurance Aging Analysis – Age Responsible Balances Only report repeats the charge lines for as many buckets in balance control that have a balance. For example, if a charge has an amount in the insurance 1 bucket and a patient bucket, the report lists the same charge on two lines. One line displays the amount for the insurance 1 bucket - along with the payer name and financial class of the primary payer name - and the other line displays the patient amount with the payer name and financial class listed as self pay. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Collections, and then select Insurance Aging Analysis - Age Responsible Balances Only. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM. From the Report Filter window, selectInfo to view the following information about the report: Logic: This report repeats the ch

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Line Item Report

The Aging Analysis by Line Item report is a line item-based report that shows the total outstanding balance for each charge by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the charge status over time is not stored. Therefore, if using the Process Date filter, select all charge statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Charge Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Charge Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in NextGen®

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Encounter Report

The Aging Analysis by Encounter report is an encounter-based report that shows the total outstanding balance for each encounter by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the encounter status over time is not stored. Therefore, if using the Process Date filter, select all encounter statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Enc Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Enc Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in Next

Help Guide for NextGen® Enterprise PM 8

Reports

The Reports User Guide for NextGen® Enterprise PM provides information for configuring and generating reports in NextGen® Enterprise PM. You can create reports commonly used in your practice, and each report can be customized by selecting the desired columns, filters and sorting options. Note: Behavior such as the system crashing or out of memory errors can be experienced if you run a report that is pulling more data than the system or application can handle. It is recommended to use report filter options to minimize the report output so that the reports can be generated, viewed, printed, and exported without any issues. You can generate reports from the following categories: Daily Reports: Reports in the Daily category provide the ability to run reports with full detail. These reports have "drill-down" functionality that enables you to double-click on a record to view or edit its details. Monthly Reports: Reports in the Monthly category provide summarized data to the lowest common den

Insurance Detail Report

Recommendations

Insurance Summary Report

Insurance Aging Analysis Report

Insurance Aging Analysis – Age Responsible Balances Only Report

Aging Analysis by Line Item Report

Aging Analysis by Encounter Report

Reports

Insurance Summary Report

Insurance Aging Analysis Report

Insurance Aging Analysis – Age Responsible Balances Only Report

Aging Analysis by Line Item Report

Aging Analysis by Encounter Report

Reports