Process Encounters to Bad Debt from the Encounters Pending Bad Debt Report

Help Guide for NextGen® Enterprise PM 8

Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report

Open NextGen® Enterprise PM. From the File menu, select Processes, and then Bad Debt. The Agency Bad-Debt Process window opens. Select the Collection Agency to include the pre-listed encounters in the report. Note: All the collection agencies are selected by default. Clear one or more agencies if they are not to be included on the report. Select the effective date for pre-listed encounters to be included in the report. The default is the current system date and it can be changed if needed. All encounters with a pre-list effective date on or before the date appear on the report. To continue without previewing the report, select OK. A message appears stating that you are about to change the encounter status to bad debt. To continue, select Yes. The message appears stating that the bad debt process is completed. To close the message, select OK. Parent topic: Processing Pre-Listed Encounters to Bad Debt

Help Guide for NextGen® Enterprise PM 8

Pre-Listed Encounters Excluded from the Bad Debt Process

The following pre-listed encounters are excluded from the bad debt process: Encounters with a Line Item Credit Balance: When an encounter that is already on the pre-list for bad debt has a transaction posted, before the bad debt process is run, resulting in a negative (credit) patient balance on some line items and a positive (debit) patient balance on others, a message appears when the bad debt process is run stating that there is [n] encounter that has a line item patient credit and the encounter will not be processed. You can do one of the following: To continue the bad debt process, you can select Yes. All encounters except those with a line item credit balance will process and change to Bad Debt status. To discontinue the bad debt process for all encounters, you can select No. Encounters with an Unposted Transaction: When an encounter that is already on the pre-list for bad debt has an unposted transaction before the bad debt process is run, a message appears when the bad debt pro

Help Guide for NextGen® Enterprise PM 8

Encounters in Bad Debt Status

The system do the following when encounters are processed to bad debt: Account AlertA system-generated Account Bad Debt alert message appears when you access the guarantor’s Account Profile or the Patient Chart. Note: The bad debt alert must be enabled in Practice Preferences > Alerts. Encounter Status The encounter status changes from Billed to Bad Debt, indicated by a red dollar sign icon. You can view this icon on the Encounters Detail and Acct Summary tabs in the guarantor’s Account Profile. You can also view it on the Financial and Encounters tabs in Patient Chart. Encounter Note An Agency Bad Debt Write Off note is automatically added to the encounter, indicated by a push pin icon. You can view this icon on the Notes sub-tab of Patient Chart > Encounters tab. Transactions Two system-generated transactions move the encounter balance from the Regular A/R to the Bad Debt A/R. Bad Debt Credit: Removes the balance from the Regular A/R Bad Debt Debit: Adds the balance into the Bad Debt

Help Guide for NextGen® Enterprise PM 8

Change the Collection Agency on Bad Debt Encounters

The collection agency can be changed on encounters in Bad Debt status, if needed. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria 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. Select Matching Records, and then double-click the patient. The Patient Chart window opens. Select the Encounters tab. Select Encounters, and then select an encounter in Bad Debt status. In the Collect Agency section at the bottom of the tab, select the Open Record icon. The Agency Bad-Debt Maintenance window opens. Modify the Collection Agency field, if needed. The effective date cannot be modified. To save changes and close the window, select OK. The change appears in red text on the General sub-tab of the Patient Chart > Encounters tab for the bad debt encounter. Parent topic: Processing Pre-Listed Encounters to Bad Debt

Help Guide for NextGen® Enterprise PM 8

Processing Pre-Listed Encounters to Bad Debt

When the Encounters Pending Bad Debt report is reviewed, and only pre-listed encounters that are turned over to a collection agency remain on the report, those encounters can be processed to Bad Debt. You can process pre-listed encounters to bad debt in two ways: From the Encounters Pending Bad Debt report. This is the preferred method to do a final review of the pre-list report and/or to save a copy of the final pre-list report before processing encounters to bad debt. Without using the Encounters Pending Bad Debt report. This is the preferred method if a final review of the pre-list has already been done and a copy of the pre-list has already been saved. Process Encounters to Bad Debt from the Encounters Pending Bad Debt Report You can process encounters to bad debt from the Encounters Pending Bad Debt report. Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report Encounters in Bad Debt Status Pre-Listed Encounters Excluded from the Bad Debt Process Encou

Help Guide for NextGen® Enterprise PM 8

Encounters Pending Bad Debt Report

When the Bad Debt Process is run, the Encounters Pending Bad Debt report is generated. This report can be used to show what patients have been pre-listed for collections. To generate the report, select File > Processes > Bad Debt > Preview The report lists out encounters sorted by collection agency. The report is totaled and filtered by amount being pre-listed and unposted amounts. Some columns are not displayed by default for this report. Since it is a system report, the report filter does not display before the report is generated. To display columns that won't default, you must open the report filter after the report is generated, select the columns you want on the report, and select OK. NextGen Healthcare recommends that you preview and print the Encounters Pending Bad Debt report before running the Bad Debt process. No other report is generated to show which encounters were moved to bad debt. For more information on the Bad Debt process and the Encounters Pending Bad Debt report,

Process Encounters to Bad Debt from the Encounters Pending Bad Debt Report

Recommendations

Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report

Pre-Listed Encounters Excluded from the Bad Debt Process

Encounters in Bad Debt Status

Change the Collection Agency on Bad Debt Encounters

Processing Pre-Listed Encounters to Bad Debt

Encounters Pending Bad Debt Report

Process Encounters to Bad Debt without using the Encounters Pending Bad Debt Report

Pre-Listed Encounters Excluded from the Bad Debt Process

Encounters in Bad Debt Status

Change the Collection Agency on Bad Debt Encounters

Processing Pre-Listed Encounters to Bad Debt

Encounters Pending Bad Debt Report