Remove Charges from an Encounter to be Deleted

Help Guide for NextGen® Enterprise PM 8

Remove Claims from an Encounter to be Deleted

Claims created for an encounter must be deleted before the encounter can be deleted. Access the Patient Chart. Select the Encounters tab, and then the General sub-tab. From the Encounters list, select the encounter to be deleted. Right-click and select Claims from the menu. The Encounter Claim Requests window opens. Select a claim to be deleted. Right-click and select Delete from the menu. A prompt appears asking if you want to delete this claim and all associated claim requests. To delete the claim, select Yes. The claim is deleted from the encounter. Repeat steps 5-7 to delete additional claims. To close the Encounter Claim Requests window, select Close. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Remove Unposted Transactions from an Encounter to be Deleted

You cannot delete encounters with posted transactions. From the main toolbar, select the Posting button. The Batch Posting window opens. Select the batch that includes unposted transactions for the encounter to be deleted. Right-click and select Ledger from the menu. The Transaction Ledger window opens. Select a transaction to be deleted. Right-click and select Transactions from the menu. The Payment Entry window opens. Select the Delete button. A prompt appears asking to confirm if you want to delete the transactions from the batch. To delete the transaction, select OK. The transaction is deleted from the encounter. Close the Payment Entry window. The Transaction Ledger window opens. Repeats from steps 4 to 8 to delete additional transactions. To close the Transaction Ledger window, select Close. To close the Batch Posting window, select Close. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Remove Encounter Diagnoses from an Encounter to be Deleted

Access the Patient Chart. Select the Encounters tab, and then the General sub-tab. In the ICD-CM section, select the Open Record button. The Diagnosis Selection window appears. From the Selected ICD-CM Codes section, select a diagnosis code to be deleted. Select the blue left arrow button to remove the code from the encounter. A prompt appears asking to confirm the removal of this diagnosis. To remove the code, select OK. One of the following occurs: If the diagnosis code is not associated with charges, it is removed from the encounter. If the diagnosis code is associated with a charge, then a prompt appears stating that this diagnosis code is used on a charge and that it cannot be removed. Repeat steps 4-6 for additional diagnosis codes to be deleted. To save changes and close the window, select OK. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Remove Payers from an Encounter to be Deleted

Access the Patient Chart. Select the Encounters tab, and then the General sub-tab. From the Encounters list, select the encounter to be deleted. Select the Insurance sub-tab. In the Encounter Insurance section, select a payer to be removed. Right-click and select Delete from the menu. A prompt appears asking to confirm the removal of encounter insurance. To remove the payer, select OK. One of the following occurs: If the payer is not associated with charges or claims, it is removed from the encounter. If the payer is associated with charges, the following prompt appears stating that there is a dollar amount in balance control bucket [n] and that the balance control must be updated before this payer can be deleted. If the payer is associated with claims, then a prompt appears asking if you are sure about removing insurance as the insurance is still attached to claims. Repeat from step 5 to step-7 for additional insurances to be removed. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Remove Encounter to be Deleted from an Appointment

Access the Patient Chart. Select the Clinical History/Notes tab. From the Topics list on the left, select Appointments. From the Details section on the right, select the appointment linked to the encounter to be deleted. Right-click and select Open from the menu. The Edit Appointment window appears. On the right side of the Encounter Number and Date fields, select the Open Menu button and select Clear Encounter. A prompt appears asking to confirm if you want to delete the encounter link to the appointment. To remove the encounter, select OK. To save changes and close the window, select OK. The encounter is cleared from the appointment. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Remove Charges from an Encounter to be Deleted

You cannot delete encounters with processed charges or with charges with posted transactions. Access the Patient Chart. Select the Encounters tab, and then the General sub-tab. From the Encounters list, select the encounter to be deleted. Right-click and select Charges from the menu. The Charge Posting window opens. From the ledger section of the window, select a charge to be deleted. Select the Delete button. A prompt appears asking to confirm if you want to delete this charge. To delete the charge, select OK. The charge is deleted from the encounter. Repeat steps 5-7 for additional charges to be deleted. Close the Charge Posting window. Parent topic: Delete Encounters

Remove Charges from an Encounter to be Deleted

Recommendations

Remove Claims from an Encounter to be Deleted

Remove Unposted Transactions from an Encounter to be Deleted

Remove Encounter Diagnoses from an Encounter to be Deleted

Remove Payers from an Encounter to be Deleted

Remove Encounter to be Deleted from an Appointment

Remove Charges from an Encounter to be Deleted

Remove Charges from an Encounter to be Deleted

Remove Claims from an Encounter to be Deleted

Remove Unposted Transactions from an Encounter to be Deleted

Remove Encounter Diagnoses from an Encounter to be Deleted

Remove Payers from an Encounter to be Deleted

Remove Encounter to be Deleted from an Appointment

Remove Charges from an Encounter to be Deleted