Outsource Charges

Help Guide for NextGen® Enterprise PM 8

Outsource Charges for Multiple Payers

To outsource charges for multiple payers, ensure to enable outsourcing in the Practice Preferences window by selecting Enable outsourcing on the General Preference List. Open NextGen® Enterprise PM. Select File > Processes > Outsource Charges. The Outsource Process window opens. On the General tab, enter the required search criteria. Select the Payer tab. Select the Open Record icon. The Payers window opens. Select the blue arrow button to move the desired payers from the Available section on the left to the Included section on the right. To save changes and close the window, select OK. To find all charges that match the selected General tab and Payer tab parameters, select Find. The search results display in the Charges section. Select the check box on the left for all charges to be outsourced. Do one of the following: To generate and view a report for the selected charges, select Report. To outsource the selected charges, select Outsource. To cancel the outsource process, select Clos

Help Guide for NextGen® Enterprise PM 8

View Outsourced Charges from the Patient Chart

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 entered search criteria appear in the Matching Records section. Select Matching Records, and then double-click to open the patient. The Patient Chart window opens. Select the Financial tab. Select the encounter, and then double-click the encounter you want to view. The application displays the outsourcing information under the Outsource Agency and Outsource Date columns. Parent topic: Outsource Charges

Help Guide for NextGen® Enterprise PM 8

View Previously Outsourced Charges

NextGen® Enterprise PM searches for charges that have already been outsourced and displays them in the search criteria. You can generate a report based on the result of your search criteria. Open NextGen® Enterprise PM. Select File > Processes > Outsource Charges. The Outsource Process window opens. On the General tab, select the required search criteria, and then select the Outsourced charges only check box. Selecting this check box limits the search to charges that are already outsourced. Note: When you select the check box, the Outsource button changes to the Reset button. Select Find. The search results appear. To generate and view a report for the previously outsourced charges, select Report. To clear the search criteria to perform another search, select Reset. Parent topic: Outsource Charges

Help Guide for NextGen® Enterprise PM 8

Generate Reports for Outsourced Charges

The following reports can include outsourced charges: Aging Analysis by Line Item Insurance Aging Analysis Insurance Detail Insurance Summary Activity Detail Daily Charges Daily by Line Item Payments Daily by Encounter Payments Monthly Change in Accounts Receivable Monthly Provider Productivity by RVU Monthly Service Item Summary - Extended Amount and Transactions Monthly Service Item Summary - Transaction Source To include or exclude outsourced charges on a report, do the following: Open NextGen® Enterprise PM. Select Reports, and then select the desired report. Open the desired report. The NextGen Report Filter window opens for the selected report. Select Filter 1 from the list on the left. Select one of the following Outsource options: Only: Select this option to include only outsourced charges in the report. Exclude: Select this option to exclude outsourced charges from the report. Include All (default): Select this option to include both non-outsourced charges and outsourced charg

Help Guide for NextGen® Enterprise PM 8

Exempt Patient Encounters from Outsourcing

You can configure a patient chart so that charges on the patient's encounters are exempted from outsourcing to a collection agency. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup.. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Under Patient Information, select the Chart Details tab, and then select open folder . The Chart Details window opens. Select the Exempt from Outsourcing check box. Select OK. Parent topic: Viewing Patient Chart Details

Help Guide for NextGen® Enterprise PM 8

Print or Export a Patient Statement from the Charge or Payment Window

Open NextGen® Enterprise PM. To open the Patient Statement window from the Charge Posting window, do the following: Select Charges. The Charge Posting window opens. Select the patient and encounter. Select Print Menu, and then select Statement. The Patient Statement window opens. To open the Patient Statement window from the Payment Entry window, do the following: Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Select the batch, and then right-click and select Open. The Payment Entry window opens. Select Statement from the menu. The Patient Statement window opens. The default settings on the Patient Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand patient statement. Do one of the following: To print the statement,selec

Outsource Charges

Recommendations

Outsource Charges for Multiple Payers

View Outsourced Charges from the Patient Chart

View Previously Outsourced Charges

Generate Reports for Outsourced Charges

Exempt Patient Encounters from Outsourcing

Print or Export a Patient Statement from the Charge or Payment Window

Outsource Charges

Outsource Charges for Multiple Payers

View Outsourced Charges from the Patient Chart

View Previously Outsourced Charges

Generate Reports for Outsourced Charges

Exempt Patient Encounters from Outsourcing

Print or Export a Patient Statement from the Charge or Payment Window