Modify Discounts on Charges

Help Guide for NextGen® Enterprise PM 8

Modify Discounts on In Progress Charges

To modify discounts on In Progress charges, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired in-progress encounter. Select Discounts on the Charge Posting toolbar. The Discounts window opens. Select the discount adjustment code. Edit the fields that define the charge discounts. Select OK. NextGen® Enterprise PM deletes the original discount adjustments, applies the new discounts, and posts the transaction batch. It recalculates tax charges. Since the encounter is in an In Progress status, no process dates are defined for the charges or transactions. Parent topic: Charge Discounts

Help Guide for NextGen® Enterprise PM 8

Change Encounter Discounts to Line Item Discounts

When you change from an encounter-level discount to a line-item level discount, the previous discount amounts are cleared in both the header and on the line items. To change encounter-level charge discounts to line item-level discounts, do the following: Open NextGen® Enterprise PM. Open the Charge Posting window for the desired patient and encounter. Select Discounts on the charge posting toolbar. The Discounts window opens. Select Line Item in the Discount Level section. To change encounter-level discount to a line-item level discount, do one of the following: Apply the Discount % or Amount from the previous encounter level discount to the selected line items. In the Discount Application panel, delete the existing value from the encounter level discount and then re-enter a new value in the Percentage or the Amount fields that will then default to each selected line item. Select on each line item you want to apply a discount to and enter in the discount parameter (percentage or discou

Help Guide for NextGen® Enterprise PM 8

Setting Up Charge Discounts

The Charge Discounts functionality in NextGen® Enterprise PM involves the following setup: Enable discounts for a practice in the Practice Preferences window. flag payers as either contracted or non-contracted for discounts in the Payers window. Create adjustment transaction codes for discounts in the Transaction Codes window. Enable tracking of discounts within a practice in the Significant Events window. Set up user security access rights for discounts in System Administration. Enable Charge Discounts in Practice Preferences You can enable charge discounts on the Charges tab in the Practice Preferences window. Set up Payers for Charge Discounts You can set up payers for charge discounts on the Modify Payer Information window. Set up Transaction Codes for Charge Discounts You can set up transaction codes on the Transaction Code List window for charge discounts. Significant Events for Charge Discounts You can enable significant events to track user activity related to charge discounts

Help Guide for NextGen® Enterprise PM 8

Change Line Item Discounts to Encounter Discounts

When you change from a line item-level discount to an encounter-level discount, the previous discount amounts are cleared out in both the header and on the line items. To change line item-level charge discounts to encounter-level discounts, do the following: Open the Charge Posting window for the desired patient and encounter. Select the Discounts button on the charge posting toolbar. The Discounts window opens. Select Encounter in the Discount Level section. Enter the encounter level discount percentage or amount. The Discount Information grid displays the discounted amount for the selected line items in the Discount Amount column. Select OK. The new discounts are processed according to the status of the encounter. In Progress encounters: The application deletes the original discount adjustments, applies new discounts, and then posts the transaction batch. Tax charges are recalculated. Since the encounter is in an In Progress status, no process dates are defined for the charges or tra

Help Guide for NextGen® Enterprise PM 8

Charge Discounts

You can apply discounts to the charges for an encounter from the Charge Posting window in NextGen® Enterprise PM. You can enable Discounts in the Practice Preferences window by selecting Enable discounts in charge entry and Apply patient discount to patient balance only options on the Charge Entry tab. When this functionality is enabled, you can open the Discounts window and select the following for each encounter. You can select Discount Adjustment Code to apply discounts to charges. You can select Encounter to apply discount adjustment to all charges on the encounter or Line Item to apply discount adjustment only for selected charges on the encounter for the Discount Level. You can select By Percentage when the discount amount is in percentage of the total charge amount or Line Item when you apply the discount adjustment only for selected charges on the encounter for the Discount Method. After selecting Discount Adjustment Code, Discount Level, and Discount Method, the system applies

Help Guide for NextGen® Enterprise PM 8

Enable Charge Discounts in Practice Preferences

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. Note: This setting affects the patient discount calculation while using an adjustment transaction code when source is a patient. Insurance discount using an adjustment transaction code when source is the third party is calculated based on the total charge amount, regardless of this setting. In the Preference List, select Charge Entry, and then select the Charges tab. Select Enable discounts in charge entry to enable charge discounts in the Charge Posting window. Note: The Discounts icon becomes available on the Charge Posting toolbar, and the Discounts Criteria section in the Transaction Codes window. Select Apply patient discount to patient balance only to calculate patient discounts using the Patient Amount on each charge and not the Original Charge Amount. Do not select Apply patient discount to patient balance only to calculate patient discounts using the

Modify Discounts on Charges

Recommendations

Modify Discounts on In Progress Charges

Change Encounter Discounts to Line Item Discounts

Setting Up Charge Discounts

Change Line Item Discounts to Encounter Discounts

Charge Discounts

Enable Charge Discounts in Practice Preferences

Modify Discounts on In Progress Charges

Change Encounter Discounts to Line Item Discounts

Setting Up Charge Discounts

Change Line Item Discounts to Encounter Discounts

Charge Discounts

Enable Charge Discounts in Practice Preferences