Print Cost Estimation Forms

To print	Action
Cost estimation form from the current cost estimation (without electronic signature)	On the Estimate Patient Cost window, specify and submit the data for cost estimation. Select Print.
NGERTS- 4593 -> NGERTS-6300Cost estimation form of the latest cost estimation for a specific encounter from the Encounter Lookup window (without electronic signature)	Open the Encounter Lookup window. Use the search criteria to find the desired encounter. Right-click the encounter, and select Print > Forms.
NGERTS- 4593 -> NGERTS-6300Cost estimation form of the latest cost estimation from the patient's chart (without electronic signature)	Open the Patient Chart window, and select the Encounters tab. Right-click the desired encounter number from the Encounters list, and select Print > Forms.
NGERTS- 4593 -> NGERTS-6300Cost estimation form of the latest cost estimation for an appointment from the Appointment Lookup window (without electronic signature)	Open the Appointment Lookup window. Use the search criteria to find the appointment list of the desired person or patient. Right-click the appointment, and select Print > Forms.
NGERTS- 4593 -> NGERTS-6300Cost estimation form of the latest cost estimation from the appointment book (without electronic signature)	Open the appointment book Right-click the desired appointment, and select Print > Forms.
Cost estimation form from estimation results (without electronic signature)	Open the chart of the patient, and select the Clinical History/Notes tab. From Topics, select Estimation Results. Right-click the desired estimate, and select Print.
Electronically-signed cost estimation form	Your administrator must ensure the following: The electronic signature feature has been in NextGen® Enterprise PM by adding a System Esignature data field and keeping the digital signature selected in the Forms Enhanced master file in File Maintenance. The electronic signature pad has been properly installed and configured to obtain electronic signatures. The electronic signature for the cost estimation form has been captured. Open the chart of the patient, and select the Clinical History/Notes tab. From Topics, select Forms > E-Signed Forms. Right-click the desired estimate, and select Print.

Help Guide for NextGen® Enterprise PM 8

Create Cost Estimation Forms in File Maintenance

If you are the administrator, you can add or remove placeholders in the form template for cost estimation. You can also specify if the form requires electronic signature. In File Maintenance, select Master Files > Systems > Forms Enhanced. The Forms Enhanced window opens. Select or create a form for cost estimation. The form template opens. Expand Pre-Service/Estimate Information to view the Pre-Service fields. On the draft form template, place your cursor where you want to add a placeholder, and double-click a Pre-Service/Estimate Information field in the right pane. The placeholder appears in the form template. Note: The data for the form is sourced from the Estimate Patient Cost window. For an electronically signed cost estimation form, select the Required Esignature option in the Esignature Options section. Save your changes. Placeholders in Form Templates The placeholders in form templates are replaced by the actual values from the cost estimate. Parent topic: Printing Estimated P

Help Guide for NextGen® Enterprise PM 8

Printing Estimated Patient Cost

You can obtain a printed output of the cost estimate. The form can be created according to the needs of the patient or person, insurance provider, rendering provider, and so on. Your system administrator can create the form template using the Pre-Services/Estimate Information fields in File Maintenance > Form Enhanced. The form can be printed with or without electronic signature. For electronically signed forms, your administrator must enable the electronic signature feature in File Maintenance. After printing a form, it can be archived only if it is electronically signed. You can view and reprint the previous cost estimation forms from the estimation results in the Patient Chart window. Note: If your administrator has modified the form template, you will get the output in the modified format when you reprint it from the estimation results in the patient's chart. For more information on printer settings, go to NextGen Healthcare Success Community, download the Practice Workflow User Gu

Help Guide for NextGen® Enterprise PM 8

Estimating Patient Cost

In NextGen® Enterprise PM, the Estimate Patient Cost window enables you to specify the inputs required for calculating the patient and insurance responsibility amounts for services planned or rendered. You can initiate cost estimation from: The People Lookup window for a person. The Patient Lookup window for a patient. The Appointment Lookup window or the appointment book for an appointment or event. The Encounter Lookup window or the Encounters tab on the Patient Chart window for an encounter. The Estimation Results in the Clinical History/Notes tab on the Patient Chart window. When you initiate the cost estimation, the Estimate Patient Cost window opens: Every time you specify and submit data on the Estimate Patient Cost window, a new cost estimation record will be created with a unique cost estimation ID. Multiple cost estimates can be created for one person, patient, appointment, or encounter. Estimate Patient Cost Fields Details are provided for the fields that define the distribu

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for a Person

A person in NextGen® Enterprise PM is denoted by and can be any of the following: New patient who has not yet been checked in for the first appointment Guarantor for a patient in the practice Insurance policy holder for a patient in the practice Emergency contact for a patient in the practice Patient in another practice within the same enterprise You can find a person using the People Lookup window and initiate cost estimation for the person. You can open the People Lookup window through one of the following methods. Selecting Lookup or Est Patient Cost on the toolbar. Selecting Tasks > Estimate Patient Cost from the menu. Selecting Tasks > Lookup > People from the menu. You can use the search criteria to find the person. You can open the Estimate Patient Cost window by right-clicking the record of the specific person and selecting Estimate Patient Cost. If you initiate cost estimation for a person or patient using the People Lookup window, the following information is displayed. Demog

Help Guide for NextGen® Enterprise PM 8

Print Fee Tickets

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. select the Financial tab. All encounters for the patient are listed in the Financial Information section. Right-click an encounter in the encounters list, and then select Print > Fee Tickets. The Print Fee Tickets window opens. Select Print. A message appears stating the printing of the fee ticket is in progress. Parent topic: Viewing Financial Information

Help Guide for NextGen® Enterprise PM 8

Run Autoflow from an Encounter

Before you begin Ensure that the Estimate Patient Cost item is included in the autoflow. You can run the autoflow for an encounter during check-in and/or check-out process for a person or patient. Open NextGen® Enterprise PM and do one of the following: Select Encounter on the toolbar. Select Tasks > Lookup > Encounters. The Encounter Lookup window opens. Use the search criteria and select Find. The encounters that match the search criteria display under Encounter List. From the Encounter List, right-click on an encounter and do one of the following: Select Checkin from the menu to start the check-in. Select Checkout from the menu to start the check-out. The first window configured in the autoflow opens. Select AutoFlow to open the next window in the sequence. Continue with the autoflow until the Estimate Patient Cost window opens. The Estimate Patient Cost window opens if it is configured in the sequence. The Estimate Patient Cost window displays the encounter details such as the enco

Print Cost Estimation Forms

Before you begin

Recommendations

Create Cost Estimation Forms in File Maintenance

Printing Estimated Patient Cost

Estimating Patient Cost

Cost Estimation for a Person

Print Fee Tickets

Run Autoflow from an Encounter

Create Cost Estimation Forms in File Maintenance

Printing Estimated Patient Cost

Estimating Patient Cost

Cost Estimation for a Person

Print Fee Tickets

Run Autoflow from an Encounter