Processing Pending NextGen® Enterprise EHR Charges

Help Guide for NextGen® Enterprise PM 8

Billing and Collections

Billing and collections in NextGen® Enterprise PM includes the following processes: Posting charges Processing charges from NextGen® Enterprise EHR Billing and rebilling encounters and invoices with charges Posting charges from rosetta Generating statements A/R collections and follow-up Setting up budget plans Processing encounters to bad debt Collections For more information about the setup and functionality of the types of billing based on specialty, go to NextGen Healthcare Success Community and download the following user guides: Anesthesia Billing User Guide for NextGen® Enterprise PM Behavioral Health Billing User Guide for NextGen® Enterprise PM Community Health Centers User Guide for NextGen® Enterprise PM Community Health Centers include the following types of billing: Encounter Rate Billing Roll-Up Billing Dental Billing Anesthesia Billing Behavioral Health Billing Charge Posting Overview You can enter or modify Charges on the Charge Posting window. Parent topic: Billing

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

You can process procedures submitted from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the Charge Posting window. You can process charges for one encounter at a time. Note: If an encounter has an assigned program in NextGen® Enterprise EHR, then the charges that you create in NextGen® Enterprise EHR has an assigned program by default when you process those charges in NextGen® Enterprise PM. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Open the desired patient and encounter with pending charges. A message appears stating that the two charges were pre-loaded as a result of the creation of EHR patient procedures. Do you want to process the pre-loaded charges. Do one of the following: Select Process to accept the charges. The charges are removed from the pending charges holding tank and are pulled into the Charge Posting window for the encounter. Select Reject to reject the charges. The charges are remo

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from Reports

You can process procedures from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the EHR Manual Charge Processing Pending report. You can process charges for one encounter at a time. Open NextGen® Enterprise PM. From the Reports menu, select General, and then select EHR Manual Charge Processing–Pending. The NextGen Report Filter window opens. Filter the report to include the desired charges. Filter 1: Enter a charge Create Date range or leave blank for charges created on any date. Locations: Select one or more charge Service Locations or leave blank for charges from any location. Select OK. The Report Preview window opens. Double-click the patient’s encounter. The Encounters tab on the Patient Chart opens. Right-click the selected encounter and select Charges from the menu. The Charge Posting window opens with a message. Do one of the following: Select Process to accept the charges. The charges are removed from the pending charges hold

Help Guide for NextGen® Enterprise PM 8

EHR Manual Charge Processing - Pending Report

When procedures from the NextGen® Enterprise EHR Procedures Module are passed to the charge "holding tank" in NextGen Enterprise, you can use the EHR Manual Charge Processing - Pending report to review charges in the holding tank that have not yet been processed in NextGen® Enterprise PM. The report displays encounter-level and charge-level information for each charge. The report has "drill-down" functionality. You can double-click an encounter to access the Patient Chart > Encounters tab directly from the report. From the encounter, you can then access the Charge Posting window and either process or reject the pending EHR charges on the encounter. To access the report in NextGen® Enterprise PM, select the Reports > General menu and select and then select EHR Manual Charge Processing - Pending. Note: The report is available only if the EHR manual charge processing option is enabled in both Enterprise Preferences > General and in Practice Preferences > Charge Entry. EHR Manual Charge Pr

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

You can process procedures from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the Process Pending Charges window. You can process charges for multiple encounters at the same time. Open NextGen® Enterprise PM. From the File menu, select Processes, and then Pending Charges. The Process Pending Charges window opens. Enter the appropriate Search Criteria section to locate the desired pending charges. Select Service Location, and then select one or more charge locations or leave it blank for charges from any location. Select Rendering Physician, and then select one or more charge rendering providers or leave it blank for charges from any provider. Select Service Dates From/To, and then enter a charge service date range or leave it blank for charges from any date. Select Financial Class, and then select one or more charge financial class or leave it blank for charges from all financial classes of the primary payer of the pending charge. S

Help Guide for NextGen® Enterprise PM 8

EHR Manual Charge Processing - History Report

When procedures from the NextGen® Enterprise EHR Procedures Module are passed to the charge "holding tank" in NextGen® Enterprise EHR, you can use the EHR Manual Charge Processing - History report to review charges that were previously in the holding tank but have since been processed or rejected in NextGen® Enterprise PM. The report displays encounter-level and charge-level information for each charge. The report has "drill-down" functionality. You can double-click an encounter to access the Patient Chart > Encounters tab directly from the report. From the encounter, you can then access the Charge Posting window and view the NextGen® Enterprise EHR charges previously processed on the encounter. To access the report in NextGen® Enterprise PM, select the Reports menu and select General and then select EHR Manual Charge Processing - History. Note: The report is available only if the EHR manual charge processing option is enabled in both Enterprise Preferences > General and in Practice Pr

Processing Pending NextGen® Enterprise EHR Charges

Recommendations

Billing and Collections

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

Process NextGen® Enterprise EHR Charges from Reports

EHR Manual Charge Processing - Pending Report

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

EHR Manual Charge Processing - History Report

Billing and Collections

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

Process NextGen® Enterprise EHR Charges from Reports

EHR Manual Charge Processing - Pending Report

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

EHR Manual Charge Processing - History Report