Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Employer Accounts Overview

You can create an employer account when the employer is selected as the guarantor on a patient’s encounter for the first time. You can also generate statements for the employer’s account that include encounters with outstanding self-pay balances. A guarantor can have only one account applicable for one or more patients, each with one or more encounters. For example, an employer is a guarantor on several encounters for the employees who are seen for pre-employment physicals or drug screens. An employer account can also be manually created for an employer that billed by invoice. For example, the practice may participate in a flu shot clinic conducted at an employer’s facility and that employer is billed by invoice for the flu injections provided to their employees. NextGen® Enterprise PM assigns each account a unique account number that you can find on the employer's Account Profile window. The account number is printed on statements and invoices sent to the employer. The Account Profile

Help Guide for NextGen® Enterprise PM 8

Creating a Person Account

When you select a person as the guarantor on a patient’s encounter for the first time, the person's account is automatically created. You can manually create a person account before selecting that person as the guarantor on a patient’s encounter, if needed. You can create a person account from the following areas in NextGen® Enterprise PM. People Lookup Patient Lookup Note: To create a person account, the person must have an existing demographic record. Create Person Accounts from People Lookup You can create a person account using the People Lookup window. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Managing Account Encounters Details

The Encounters Detail tab of the Account Profile window contains a list of all the encounters associated with a particular account. You can do the following on the Encounters Detail tab. View totals for accounts including the balance owed. View the total adjustments and charges for each of the patients. Filter encounters according to your preference. Pre-list encounters for sending to a collection agency and assigning a bad debt status. Reinstate encounters that have been previously pre-listed. Account Encounters Detail tab A folder appears for each patient under this guarantor. You can do the following to see more information for a selected encounter: Double-click the encounter to view the details of the encounter. Right-click in the first row of the Guarantor Information section to select the columns to display in the Guarantor Information section of the window. For more information on pre-listing and reinstating encounters go to NextGen Healthcare Success Community and download the

Help Guide for NextGen® Enterprise PM 8

Managing Accounts

An account guarantor is a person or business responsible for the charges remaining in a patient's account after all the parties have paid their share. An account guarantor can be one of the following: Patient Family member Person whose insurance is being billed Employer An account is a financial summary of the patient's guarantor. A guarantor can have only one account but can be associated with multiple patients for financial responsibility. Accounts can be person accounts or employer accounts with a unique account number. Charges on a guarantor's account is a sum of all the charges on the encounters for all the patients. A patient can have multiple encounters, each associated with a different guarantor account. Search for Accounts You can use the Account Lookup window to search for person or employer accounts. Components of the Account Lookup Window Details of the Account Lookup window. Person Accounts Overview A person account is created to generate statements or invoice bill for the

Help Guide for NextGen® Enterprise PM 8

Creating Person Accounts

A person account is automatically created when a person is selected as the guarantor on a patient’s encounter for the first time. If needed, you can also manually create an account for a person before selecting that person as the guarantor on a patient’s encounter. You can create a person account from the People Lookup and Patient Lookup windows. Note: To create a person account, the person must have an existing demographic record, or a new demographic must be created. Create Person Accounts from People Lookup You can create a person account using the People Lookup window. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Access Active Accounts

You can select an active account from the toolbar of the current account. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Accounts. The Account Lookup window opens. To search for an 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 open menu , and then select Access Active Account. Access Active account The active account icon Active account icon displays at the bottom of the Account Profile window. The active account becomes the current account. Parent topic: Person Accounts Overview

Person Accounts Overview

Recommendations

Employer Accounts Overview

Creating a Person Account

Managing Account Encounters Details

Managing Accounts

Creating Person Accounts

Access Active Accounts