Modify Encounters on the Pre-List for Bad Debt

Help Guide for NextGen® Enterprise PM 8

Adding Encounters to the Pre-List for Bad Debt

You can add encounters to a pre-list for bad debt from the Account Profile for the guarantor, or from the Patient Chart. Each encounter to be pre-listed for bad debt must meet the following conditions: The encounter must have a status of Billed. The insurance balance on the encounter must be $0.00. Note: If an encounter has an Ins1 Amt, Ins2 Amt or Ins3 Amt balance in Balance Control, the insurance balance(s) will be moved to the Pat Amt bucket when the encounter is pre-listed. The patient balance must be greater than $0.00. The encounter cannot have a credit balance. The encounter cannot have unposted transactions. Pre-List Encounters from the Account Profile You can pre-list encounters from the Account Profile on the Pre-List Multiple Encounters from Account window. Pre-List Encounters from Patient Chart You can pre-list encounters from the Patient Chart on the Pre-List Multiple Encounters From Chart window. Parent topic: Bad Debt Process

Help Guide for NextGen® Enterprise PM 8

Bad Debt Process

When you move one or more encounters on a guarantor's account to bad debt, there is no need to adjust balances off from the Accounts Receivable (A/R). NextGen® Enterprise PM maintains a Regular A/R and a Bad Debt A/R. Before encounters can be moved to a Bad Debt status, they must first be added to a pre-list, which means the encounters are placed on the Encounters Pending Bad Debt report. When encounters on the report are reviewed and approved for collections, the pre-listed encounters are then processed for Bad Debt, and any outstanding balances are transferred to the Bad Debt A/R. Adding Encounters to the Pre-List for Bad Debt You can add encounters to the pre-list for bad debt. Reviewing Encounters on the Pre-List for Bad Debt You can review encounters on the pre-list for bad debt in Encounters Pending Bad Debt report. Modify Encounters on the Pre-List for Bad Debt You can modify encounters on the pre-list for bad debt on the Pre-List Encounter window. Removing Encounters from the P

Help Guide for NextGen® Enterprise PM 8

Pre-List Encounters from Patient Chart

When you pre-list encounters for bad debt from Patient Chart, multiple encounters for the patient can be selected at the same time. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter Search Criteria fields to locate the desired patient. Select Find. All existing persons and patients that match the search criteria display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list, select 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 Chart window opens. All eligible encounters for the patient with the same guarantor are displayed. The encounter that is selected before selecting Pre-List > Open from the menu is added to the pre-list for bad debt. Additional encounters can be selected if needed. Select the collection agency from the Col

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

Change the Collection Agency on Bad Debt Encounters

The collection agency can be changed on encounters in Bad Debt status, if needed. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria display in the Matching Records section of the window. Select Matching Records, and then double-click the patient. The Patient Chart window opens. Select the Encounters tab. Select Encounters, and then select an encounter in Bad Debt status. In the Collect Agency section at the bottom of the tab, select the Open Record icon. The Agency Bad-Debt Maintenance window opens. Modify the Collection Agency field, if needed. The effective date cannot be modified. To save changes and close the window, select OK. The change appears in red text on the General sub-tab of the Patient Chart > Encounters tab for the bad debt encounter. Parent topic: Processing Pre-Listed Encounters to Bad Debt

Help Guide for NextGen® Enterprise PM 8

Reinstate Encounters from Patient Chart

When reinstating bad debt encounters from a patient chart, multiple encounters for the patient can be selected at the same time. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the search criteria appear in the Matching Records section. Select Matching Records, and then double-click the patient. The Patient Chart window opens. Select the Encounters tab. Select Encounters, and then select an encounter to reinstate from bad debt. Right-click and select Reinstate. The Reinstate Multiple Encounters from Chart window opens. All bad debt encounters for the patient with the same guarantor are displayed. The encounter that was selected before selecting Reinstate from the menu is pre-selected to be reinstated from bad debt. Additional encounters can be selected as needed. Select all encounters to be reinstated. To save changes and close the window, select OK

Modify Encounters on the Pre-List for Bad Debt

Recommendations

Adding Encounters to the Pre-List for Bad Debt

Bad Debt Process

Pre-List Encounters from Patient Chart

Pre-List Encounters from the Account Profile

Change the Collection Agency on Bad Debt Encounters

Reinstate Encounters from Patient Chart

Adding Encounters to the Pre-List for Bad Debt

Bad Debt Process

Pre-List Encounters from Patient Chart

Pre-List Encounters from the Account Profile

Change the Collection Agency on Bad Debt Encounters

Reinstate Encounters from Patient Chart