NextGen Knowledge Center

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.
  1. Open NextGen® Enterprise PM.
  2. Select Account.
    The Account Lookup window opens.
  3. Enter search criteria fields to search the account.
  4. Select Find.
    All existing accounts that match the search criteria appear in the Account List section.
  5. Select Account List, and then double-click to open the account.
    The Account Profile window opens.
  6. Select the Encounters Detail tab.
  7. Select a patient or an encounter to be pre-listed for bad debt.
  8. 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 an encounter before selecting Pre-List > Open 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.

  9. Select the collection agency from the Collection Agency list for the pre-listed encounters. This field is required.
  10. Enter the effective date from the Effective Date list for the encounters. This field is required.
  11. Select a guarantor credit rating from the Guar Credit Rating list. This is for informational purposes only and provides no specific functionality.
  12. Select Bad Debt Status, if needed.
  13. 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.
  14. To save changes and close the window, select OK.
    The following displays in red text on the General sub-tab of the Patient Chart > Encounters tab for each pre-listed encounter:
    • Collection Agency
    • Effective Date
    • Credit Rating
    • Bad Debt Status