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 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 an encounter before selecting from the menu, all eligible encounters for the account are displayed. The selected encounter is added to the pre-list. Additional encounters can be selected, if needed.
- Select the collection agency from the Collection Agency list for the pre-listed encounters. This field is required.
- Enter the effective date from the Effective Date list for the encounters. This field is required.
- Select a guarantor credit rating from the Guar Credit Rating list. This is for informational purposes only and provides no specific functionality.
Note: The credit rating options of Good and Bad are hard-coded in the application and cannot be modified.
- Select Bad Debt Status, if needed.
Note: The Bad Debt Status options available for selection are created in .
- Select all encounters to be pre-listed on the left.
If the account includes encounters for multiple patients, the patient associated with each encounter displays in the Patient Name column.
- To save changes and close the window, select OK.
The following displays in red text on the
General sub-tab of the tab for each pre-listed encounter:
- Collection Agency
- Effective Date
- Credit Rating
- Bad Debt Status
