Pre-List Encounters from Patient Chart

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

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

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

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

Modify Encounters on the Pre-List for Bad Debt

After reviewing the Encounters Pending Bad Debt report, you can modify the encounter on the pre-list. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter 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 the pre-listed encounter to be modified. Right-click and select Pre-List, and then select Open. The Pre-List Encounter window opens. Modify the Collection Agency, Effective Date and Bad Debt Status fields, if needed. Note: You can modify guarantor credit rating on the Properties tab in the Account Profile window. To save changes and close the window, select OK. The changes appear in red text on the General sub-tab of the Patient Chart > Encounters tab for the pre-listed encounter. Parent topic: Bad De

Help Guide for NextGen® Enterprise PM 8

Modify Encounters on the Pre-List for Bad Debt

After reviewing the Encounters Pending Bad Debt report, you can modify the encounter on the pre-list. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter 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 the pre-listed encounter to be modified. Right-click and select Pre-List, and then select Open. The Pre-List Encounter window opens. Modify the Collection Agency, Effective Date and Bad Debt Status fields, if needed. Note: You can modify guarantor credit rating on the Properties tab in the Account Profile window. To save changes and close the window, select OK. The changes appear in red text on the General sub-tab of the Patient Chart > Encounters tab for the pre-listed encounter. Parent topic: Bad De

Pre-List Encounters from Patient Chart

Recommendations

Pre-List Encounters from the Account Profile

Pre-List Encounters from Patient Chart

Adding Encounters to the Pre-List for Bad Debt

Pre-List Encounters from the Account Profile

Modify Encounters on the Pre-List for Bad Debt

Modify Encounters on the Pre-List for Bad Debt

Pre-List Encounters from Patient Chart

Pre-List Encounters from the Account Profile

Pre-List Encounters from Patient Chart

Adding Encounters to the Pre-List for Bad Debt

Pre-List Encounters from the Account Profile

Modify Encounters on the Pre-List for Bad Debt

Modify Encounters on the Pre-List for Bad Debt