Remove Encounter Diagnoses 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

Delete an Encounter

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 open menu button and select Delete. A prompt appears asking to confirm the deletion of the encounter. To delete the encounter, select OK. One of the following occurs: If the encounter never had diagnosis or charge activity, it is deleted in both NextGen® Enterprise PM and NextGen® Enterprise. If the encounter has claims associated with it, a prompt appears stating that this encounter has associated claims and that they must be deleted before you can delete the encounter. If the encounter has charges associated with it, a prompt appears stating that there are charges associated with this encounter and that the encounter cannot be deleted. If the encounter has encounter-level diagnosis codes associated with it, a prompt appears stating that there are diagnoses associated with this encounter and that the encounter cannot be deleted. If

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 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 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

Help Guide for NextGen® Enterprise PM 8

Delete Encounters

Sometime, it becomes necessary to delete an encounter, for example, the wrong patient’s appointment was checked-in and an encounter was created in error. Activity that may have already occurred on the encounter may include the following: The encounter was created from the Appointment Book using the Checkin/Create Encounter process. The status of the appointment changed from Expected to Kept when the encounter was created. The encounter was automatically linked to the appointment. Payers were attached to the encounter. Charges were entered on the encounter. Diagnosis codes from the charges were copied to the Patient Chart, Encounters tab. Transactions were entered on the encounter. The encounter was billed and a claim was created. To reverse the check-in of an appointment and delete the associated encounter, the activity that has already taken place on the encounter must be removed. This is typically done in the reverse order of how the activity occurred. To delete an encounter, you mus

Remove Encounter Diagnoses from an Encounter to be Deleted

Recommendations

Remove Claims from an Encounter to be Deleted

Delete an Encounter

Remove Encounter to be Deleted from an Appointment

Remove Payers from an Encounter to be Deleted

Remove Charges from an Encounter to be Deleted

Delete Encounters

Remove Claims from an Encounter to be Deleted

Delete an Encounter

Remove Encounter to be Deleted from an Appointment

Remove Payers from an Encounter to be Deleted

Remove Charges from an Encounter to be Deleted

Delete Encounters