Managing Account Encounters Details

Help Guide for NextGen® Enterprise PM 8

Viewing Account Summary Information

You can view information associated with a patient's financial responsibilities on the Account Summary tab under the Account Profile window. The Account Summary section displays all the transactions, and the Summary Information section displays the totals for each encounter. You can filter the list of encounters in the Account Summary section using the same Filter Options window as the patient chart. You can use one or more of the following filter options: Rendering Physician Encounter Location Encounter Primary Payerr Tracking Description Encounter Statuss Date range Self-Balance Note: Two additional filter options Tracking Description and Show Account Unapplied Payments Only, are available for filtering the account summary Filter Options window. The filter criteria entry window opens when you hover over Filter. Filtering Options Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Filter Encounters in Accounts

You can filter the list of encounters on the Encounters Detail tab of the Account Profile window to display only those encounters that meet the filter criteria. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Accounts. The Account Lookup window opens. To search for a person account, enter the search criteria data, and then select Find. You can use different combinations of the search criteria to search for a person's account. Accounts that match the search criteria appear in the Account List section. Double-click a person account. The Account Profile window opens. Select the Encounters Detail tab. All patients linked to the account appear in the Guarantor Information section. To list all encounters for a patient, double-click the patient. To filter the encounters based on a specific criteria, select Filter. The Filter Options window opens. Filter Options window Enter the filter criteria, and then select Search. Encounters matching the filter criteria appear in the Gua

Help Guide for NextGen® Enterprise PM 8

Print Itemized Statements

You can generate and print an itemized statement on demand from the Encounters Detail tab of the Account Profile window. The statement can include all encounters for the account or only specific encounters based on selected filter criteria. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Accounts. The Account Lookup window opens. To search for a person account, enter the search criteria data, and then select Find. You can use different combinations of the search criteria to search for a person's account. Accounts that match the search criteria appear in the Account List section. Double-click a person account. The Account Profile window opens. Select the Encounters Detail tab. All patients linked to the account appear in the Guarantor Information section. To list all encounters for a patient, double-click the patient. To generate a statement, do one of the following: To generate a statement that includes all encounters for the patient, select Print. To generate a state

Help Guide for NextGen® Enterprise PM 8

Person Accounts Overview

A person account is automatically created when the person is selected as the guarantor on a patient’s encounter for the first time, which results in statements generated for the person’s account that include encounters with outstanding self-pay balances. NextGen® Enterprise PM assigns each account a unique account number on the person's Account Profile window. The account number is also printed on statements sent to the guarantor. The Account Profile window for a person account includes the following tabs: Properties Encounter Detail Account Summary Credit Card on File Budget Notes Creating Person Accounts You can create a person account using the People Lookup and the Patient Lookup windows. Set Active Status for Accounts You can use the Account Profile window for a given patient to set an active account. Access Active Accounts You can use the Account Profile window to access an active account. Viewing Account Properties Information You can view account demographics, account settings,

Help Guide for NextGen® Enterprise PM 8

Pre-List Encounters from the Account Profile

When you are pre-listing encounters for bad debt from a guarantor’s Account Profile, you can select encounters for one or more patients at the same time. For example, encounters for multiple family members that are all linked to the same guarantor. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria fields to search the account. Select Find. All existing accounts that match the search criteria appear in the Account List section. Select Account List, and then double-click to open the account. The Account Profile window opens. Select the Encounters Detail tab. Select a patient or an encounter to be pre-listed for bad debt. Right-click and select Pre-List, and then select Open. The Pre-List Multiple Encounters From Account window opens. If you select a patient before selecting Pre-List > Open from the menu, all eligible encounters for the account are displayed. You can select an encounter and add to the pre-list for bad debt. If you select a

Help Guide for NextGen® Enterprise PM 8

Reinstate Encounters from the Account Profile

When reinstating bad debt encounters from a guarantor’s Account Profile, encounters for one or more patients can be selected at the same time. For example, encounters for multiple family members that are all linked to the same guarantor. To reinstate encounters from the account profile, do the following: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to search the desired account. Select Find. All existing accounts that match the search criteria display in the Account List section of the window. In the Account List, double-click to open the account. The Account Profile window opens. Select the Encounters Detail tab. Select a patient or an encounter to be reinstated from bad debt. Right-click the patient or encounter, and then select Reinstate. The Reinstate Multiple Encounters from Account window opens. If you select a patient before selecting Reinstate from the menu, all encounters in bad debt status for the account are displayed. Y

Managing Account Encounters Details

Recommendations

Viewing Account Summary Information

Filter Encounters in Accounts

Print Itemized Statements

Person Accounts Overview

Pre-List Encounters from the Account Profile

Reinstate Encounters from the Account Profile

Viewing Account Summary Information

Filter Encounters in Accounts

Print Itemized Statements

Person Accounts Overview

Pre-List Encounters from the Account Profile

Reinstate Encounters from the Account Profile