Reassign Patient Balances

Help Guide for NextGen® Enterprise PM 8

Reassign Insurance Balances

Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter, and then select the Balance Control icon. The Balance Control window opens. Right-click Ins Amt, and then select Move all Ins(n) balances to. From the sub-menu, select one of the following: Ins1: Moves insurance balances on all charges from the Ins2 Amt or Ins3 Amt bucket to the Ins1 Amt bucket. Ins2: Moves insurance balances on all charges from the Ins1 Amt or Ins3 Amt bucket to the Ins2 Amt bucket. Ins3: Moves insurance balances on all charges from the Ins1 Amt or Ins2 Amt bucket to the Ins3 Amt bucket. Pat Amt: Moves insurance balances on all charges from the Ins1 Amt, Ins2 Amt or Ins3 Amt bucket to the Pat Amt bucket. Note: The Ins1, Ins2 and Ins3 options available for selection is dependent on the number of insurances linked to the encounter. Select the R to flag charges to be rebilled, if needed. Select OK. To move insurance balances for selected charges only, d

Help Guide for NextGen® Enterprise PM 8

Reassign Partial Balances

To modify patient balances, the insurance balances must be modified and recalculate patient amount. During charge entry, amount that is automatically moved to the Pat Amt bucket on the first charge for the patient's co-pay. The additional amount is moved to Pat Amt by reducing the amount in Ins1 Amt. To move a partial balance from insurance to patient, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter, and then select the Balance Control icon. The Balance Control window opens. Select Ins Amt to move the partial insurance balance charge to the patient. Reduce the Ins Amt balance amount to be moved to the Pat Amt on the charge. The difference between the original balance and the new balance in the Ins Amt bucket automatically moves to the Pat Amt bucket. To save the changes and close the window, select OK. To move a partial balance from patient to insurance, do the following: Open the Balance Control w

Help Guide for NextGen® Enterprise PM 8

Reassigning Charge Balances using Balance Control

Charge balances move between buckets in Balance Control based on the status selected for each line item during payment entry. You can manually reassign charge balances between buckets in Balance Control without entering a corresponding transaction. When a rejection receives from the primary payer because the patient no longer has that insurance. A $0.00 payment is posted from the payer, but a status of None is selected during payment entry which prevents charge balances from automatically moving from the Ins1 Amt bucket to the Ins2 Amt bucket. Balance Control can be used to manually reassign charge balances when needed. Reassign Insurance Balances You can reassign insurance balances on the Balance Control window. Reassign Patient Balances You can reassign patient balance on the Balance Control window. Reassign Partial Balances You can reassign partial balances from insurance to patient and patient to insurance. Parent topic: Balance Control

File Maintenance Help for NextGen® Enterprise 8

Set Up Auto Worker Tasks to Move Balances to Patient Responsibility

This auto worker option in task types automatically moves balance from one bucket to another. For example, when the patient's insurance does not pay a balance after a specified number of days, the balance automatically moves to patient responsibility. This task is worked automatically by the application based on the Auto Worker action chosen and completed. The completed task is then reflected in the Worklog and the Edit Task dialog box in NextGen® Enterprise PM. For an encounter-based task type, the auto create action that triggers this is No third party payment received for 0 days since the claim process date for financial class <Unknown>. To set up a task to automatically move balances, perform the following steps: Open or set up new task types. On the Task Types dialog box, select the Auto Creation tab. In the Source Type field, select Encounter. This is a required field. A list of task action descriptions for that source type display in the Action column. The items in the list repr

Help Guide for NextGen® Enterprise PM 8

Access the Charge Posting Window

You can open the Charge Posting window by selecting Charges on the NextGen® Enterprise PM toolbar. You can also access the Charge Posting window from the following areas in NextGen® Enterprise PM. Appointment Book Appointment Lookup Encounter Lookup Patient Chart Account Profile To open the Charge Posting window from Appointment Book, do the following: From the Appointment Book, locate the desired appointment. Note: The appointment must be kept with a linked encounter. Right-click the appointment and select Charges from the menu. The Charge Posting window opens displaying the patient name and the selected appointment details. To open the Charge Posting window from the Appointment Lookup window, do the following: From the NextGen® Enterprise PM toolbar, select the ApptList button. The Appointment Lookup window opens. Enter the appropriate Search Criteria to locate the desired appointment. Select Find. Note: The appointment must be kept with a linked encounter. In the Appointment List se

Help Guide for NextGen® Enterprise PM 8

Reorder Encounter Insurances using Balance Control

When the wrong insurance is attached to an encounter, or the correct insurance is attached to an encounter but in the wrong order, the incorrect insurance can be billed. You can use Balance Control to reorder encounter insurances, so the correct insurance is billed. To reorder encounter insurances using balance control, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter, and then select the Balance Control icon. The Balance Control window opens. Select the payer to be reordered. Do one of the following: Select the blue down arrow button to move the payer to a lower order. Select the blue up arrow button to move the payer to a higher order. A confirmation message appears stating that the insurance amount follows payer to the next selected bucket. Do one of the following: Select No to leave the charge balances in the current Ins Amt bucket. Select Yes to move the charge balances out of the current Ins A

Reassign Patient Balances

Recommendations

Reassign Insurance Balances

Reassign Partial Balances

Reassigning Charge Balances using Balance Control

Set Up Auto Worker Tasks to Move Balances to Patient Responsibility

Access the Charge Posting Window

Reorder Encounter Insurances using Balance Control

Reassign Insurance Balances

Reassign Partial Balances

Reassigning Charge Balances using Balance Control

Set Up Auto Worker Tasks to Move Balances to Patient Responsibility

Access the Charge Posting Window

Reorder Encounter Insurances using Balance Control