Managing Account Notes Information

Help Guide for NextGen® Enterprise PM 8

Viewing Account Properties Information

You can view the person's basic demographic information on the Properties tab of a person's Account Profile window. The Properties tab consists of the following: Account Demographics To view and modify contact information, contact preferences, insurance information, and correspondence language. Account Settings To view and modify information related to account statements and collections. Family Information To view and modify family information such as family size and annual income. This section is available only if the Head Of Household is set for the account. You can use this section to assign sliding fee schedules to the head of the household Account Profile-Properties tab Set up Statement and Collection Information for Accounts You can use the Properties tab under the Account Profile window to set up Account Settings information for statements and collections. Parent topic: Person Accounts Overview

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

Add, Edit, and Delete Account Notes

You can add, edit, delete, and view notes attached to an account. You can attach additional notes, review history, and view and edit the following on the Notes tab. Open NextGen® Enterprise PM. From the menu, select Tasks > Lookup > Accounts. In Account Lookup, enter your search criteria, and then select Find. In Account List, select the account, and then select Open. In the Account Profile window, select the Notes tab. In Account Notes, double-click the necessary note, right-click and select New, enter the information, and then select OK.The information is added as a note. To view, edit, and delete a note, double-click the necessary note, right-click and then select the appropriate option. Optional: To enter and save the patient credit card information for payment processing, in the Account Profile window, select the Credit Card on File tab, and then select the necessary option. Note: The Credit Card on File tab appears only if the Save Credit Card Token ID on file option is turned on

Help Guide for NextGen® Enterprise PM 8

Viewing Notes Information in Encounters

You an view the notes attached to a selected encounter in the Note tab under Encounters. You can add, modify, delete, print or seal an existing note on the selected encounter. Encounters - Notes Tab You can view patient encounters in the Encounters section and notes in the Encounter Notes section in the Notes tab. A pushpin appears next to an encounter with a note. Add Notes to Encounters You can add a note to a encounter using the Note tab under Encounters in a patient chart. Delete Encounter Notes You can use the Notes tab under Encounters to delete a note attached to a patient encounter. Send Encounter Notes as Emails You can use the Notes tab under Encounters to send an encounter note to the desired recipient as an email. Parent topic: Patient Encounters and Financial History

NextGen® Therapy Suite Help 30.3.13.0

Edit a Note

Select a note in the grid. Select Edit, and then make changes in the window. A historical view of the note is saved. To view a historical view of an edited note, select Show Deleted. Parent topic: Notes

Help Guide for NextGen® Enterprise PM 8

Note Tab

The Note tab on the Add/Edit Appointment window displays chart-level and encounter-level notes for the patient. A new note can be added for a person or patient by selecting New from the right-click menu. The following can be done for an existing note by selecting the option from the right-click menu: Open Delete Attach to Mail Print Seal Note: A sealed note cannot be modified or deleted. The user must enter their Login ID and Password to seal a note. Parent topic: Appointment Information

Managing Account Notes Information

Recommendations

Viewing Account Properties Information

Person Accounts Overview

Add, Edit, and Delete Account Notes

Viewing Notes Information in Encounters

Edit a Note

Note Tab

Managing Account Notes Information

Viewing Account Properties Information

Person Accounts Overview

Add, Edit, and Delete Account Notes

Viewing Notes Information in Encounters

Edit a Note

Note Tab