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

Print Cost Estimation Forms

Before you begin Ensure that your administrator has customized the cost estimation form template in File Maintenance. There are many ways in which you can initiate the printing of the cost estimation form. Do one of the following to initiate the printing of a cost estimation form. 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

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

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: Estimate Patient Cost window 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 Estimate Patient Cost window fi

Help Guide for NextGen® Enterprise PM 8

Print Enhanced Forms

You can create enhanced forms in File Maintenance. These include forms for electronic signatures, patient correspondence for documentation purposes, and customized options such as alternate fee tickets and patient data sheets. Wherever forms can be printed in NextGen® Enterprise PM, you can choose to print Enhanced Forms. Note: You can print Fee Tickets or Patient Data Sheets that are setup as Enhanced Forms in File Maintenance. Printing enhanced forms replaces the legacy Print > Fee Tickets or Print > Patient Data Sheets menu options that are used to print the standard version of these forms. Open NextGen® Enterprise PM. Select File > Print Forms > Forms or select the desired patient from Encounter Lookup window, and then right-click, and select Print > Forms. The Print Forms window appears. Select File > Print Forms > Forms or select the desired patient from Encounter Lookup window, and then right-click, and select Print > Forms. The Print Forms window appears. Select the Forms Enhan

Print Cost Estimation Forms

Before you begin

Recommendations

Create Cost Estimation Forms in File Maintenance

Print Cost Estimation Forms

Printing Estimated Patient Cost

Printing Estimated Patient Cost

Estimating Patient Cost

Print Enhanced Forms

Print Cost Estimation Forms

Before you begin

Create Cost Estimation Forms in File Maintenance

Print Cost Estimation Forms

Printing Estimated Patient Cost

Printing Estimated Patient Cost

Estimating Patient Cost

Print Enhanced Forms