Reinstate Encounters from the Account Profile

Help Guide for NextGen® Enterprise PM 8

Reinstate Encounters from Patient Chart

When reinstating bad debt encounters from a patient chart, multiple encounters for the patient can be selected at the same time. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the search criteria appear in the Matching Records section. 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 to reinstate from bad debt. Right-click and select Reinstate. The Reinstate Multiple Encounters from Chart window opens. All bad debt encounters for the patient with the same guarantor are displayed. The encounter that was selected before selecting Reinstate from the menu is pre-selected to be reinstated from bad debt. Additional encounters can be selected as needed. Select all encounters to be reinstated. To save changes and close the window, select OK

Help Guide for NextGen® Enterprise PM 8

Encounters Reinstated from Bad Debt

The following occurs on encounters that have been reinstated from bad debt: Account Alert: If all bad debt encounters are reinstated, the system generated Account Bad Debt alert no longer appears whenever the guarantor’s Account Profile or Patient Chart is accessed. If one or more encounters remain in bad debt status, the alert continues to display. Note: The bad debt alert must be enabled in Practice Preferences > Alerts. Encounter Status: The encounter status changes from Bad Debt to Billed, indicated by a medical building icon. The icon is seen in the guarantor’s Account Profile on the Encounters Detail and Acct Summary tabs. It is also seen in the patient’s chart on the Financial and Encounters tabs. Encounter Note: A Reinstate from Bad Debt note is automatically added to the encounter, indicated by a push pin icon. You can view the icon in Patient Chart on the Encounters tab and the Notes sub-tab. Transactions: Two system generated transactions move the encounter balance from Bad

Help Guide for NextGen® Enterprise PM 8

Reinstate Encounters from the Account Profile

When reinstating bad debt encounters from a guarantor’s Account Profile, encounters for one or more patients can be selected at the same time. For example, encounters for multiple family members that are all linked to the same guarantor. To reinstate encounters from the account profile, do the following: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to search the desired account. Select Find. All existing accounts that match the search criteria display in the Account List section of the window. In the Account List, double-click to open the account. The Account Profile window opens. Select the Encounters Detail tab. Select a patient or an encounter to be reinstated from bad debt. Right-click the patient or encounter, and then select Reinstate. The Reinstate Multiple Encounters from Account window opens. If you select a patient before selecting Reinstate from the menu, all encounters in bad debt status for the account are displayed. Y

Help Guide for NextGen® Enterprise PM 8

Reinstating Encounters from Bad Debt

You can reinstate encounters from bad debt status if needed from the guarantor's Account Profile or from Patient Chart. One or more encounters are pre-listed and processed to bad debt in error. You can reinstate such encounters from bad debt. Reinstate Encounters from the Account Profile You can reinstate encounters from the Account Profile. Reinstate Encounters from Patient Chart You can reinstate encounters from Patient Chart. Encounters Reinstated from Bad Debt You can reinstate those encounters from bad debt that are pre-listed and processed to bad debt in error. Parent topic: Bad Debt Process

Help Guide for NextGen® Enterprise PM 8

Reinstate Encounters from Patient Chart

When reinstating bad debt encounters from a patient chart, multiple encounters for the patient can be selected at the same time. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the search criteria appear in the Matching Records section. 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 to reinstate from bad debt. Right-click and select Reinstate. The Reinstate Multiple Encounters from Chart window opens. All bad debt encounters for the patient with the same guarantor are displayed. The encounter that was selected before selecting Reinstate from the menu is pre-selected to be reinstated from bad debt. Additional encounters can be selected as needed. Select all encounters to be reinstated. To save changes and close the window, select OK

Help Guide for NextGen® Enterprise PM 8

Reinstating Encounters from Bad Debt

You can reinstate encounters from bad debt status if needed from the guarantor's Account Profile or from Patient Chart. One or more encounters are pre-listed and processed to bad debt in error. You can reinstate such encounters from bad debt. Reinstate Encounters from the Account Profile You can reinstate encounters from the Account Profile. Reinstate Encounters from Patient Chart You can reinstate encounters from Patient Chart. Encounters Reinstated from Bad Debt You can reinstate those encounters from bad debt that are pre-listed and processed to bad debt in error. Parent topic: Bad Debt Process

Reinstate Encounters from the Account Profile

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