Reporting on Programs

Help Guide for NextGen® Enterprise PM 8

Threshold Tracking Report

The Threshold Tracking report in NextGen® Enterprise PM provides information about patient encounters linked to programs that have payer-specific threshold rules defined in File Maintenance. You can use the report to review and monitor patients with or without encounters during a specified date range to determine whether they have met the payer's threshold requirements and are ready for billing. For example, in a Behavioral Health practice, a payer may require that patients in a specific program have a minimum number of addiction counseling hours per week, or a minimum number of therapy units per month before billing the payer for those services. This encounter-based report is available only if the Enable Programs option is selected in Practice Preferences > Programs. The report has drill-down functionality that enables you to 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 windo

Help Guide for NextGen® Enterprise PM 8

Generate an Encounters Report for Programs

Access NextGen® Enterprise PM. From the Reports menu, select one of the following reports: Daily > Encounters Accounts Receivable > Billed Encounters Account Receivable > Unbilled Encounters The NextGen Report Filter window opens. Select the desired columns, filters and sorting for the report. To add program-related columns to the report, select Columns from the Settings List and then select one or more of the following: Prog Name (Program Name) Prog Desc (Program Description) Prog Prim Prov (Program Primary Provider) Prog Enroll Dt (Program Enrollment Date) Prog Disch Dt (Program Discharge Date) To select programs for the report, select Programs from the Settings List and then do the following: To include all programs, select the Include ALL records of this type in the report check box. The check box is selected by default. To include specific programs, select the Open Record button. From the Programs window, search and select the desired programs from the Available list on the left,

Help Guide for NextGen® Enterprise PM 8

View the Program Linked to an Encounter

You can view the program linked to an encounter from the Patient Chart. From Patient Chart, select the Encounters tab, and then select the General sub-tab. In the Encounters list, select an encounter. In the Encounter Information section, the Program field displays the name of the program linked to the encounter. Note: The Program field appears only if you select the Enable Programs check box on the Programs preference in the Practice Preferences window. When the program access right for a user is set to No in System Administrator > Rights > Operations > Chart/Demographics/Employer > Program, the user cannot see any data in the Program field. Parent topic: Working with Programs in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Reporting on Programs

In NextGen® Enterprise PM, you can use the following reports to identify, review and monitor patient encounters that are linked to a program: Daily Encounters Billed Encounters Unbilled Encounters Threshold Tracking You can generate the reports to display program-related information for each encounter, such as program name, primary provider, and enrollment and discharge dates. You can also filter the reports to include or exclude specific programs. For more information on these reports, refer to the Reports User Guide for NextGen Enterprise PM. Generate an Encounters Report for Programs Threshold Tracking Report Parent topic: Working with Programs in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Working with Programs in NextGen® Enterprise PM

When Programs are enabled for a practice, you can utilize the following functionality in NextGen® Enterprise PM: Enroll a patient in a program in the Patient Chart from Programs sub-tab under Patient Information tab . Link a patient's encounter to a program from the Create Encounter or General tab on the Encounter Maintenance window. Display a warning message when an encounter does not meet program-specific requirements. Default new encounters to In Progress status when they are created and linked to a specific program. View the program linked to a patient's encounter in the Patient Chart from the General sub-tab under the Encounters tab . Display warning messages on the Charge Posting window when a charge does not meet program-specific requirements. Generate a Daily Encounters, Billed Encounters or Unbilled Encounters report to review and monitor encounters that are linked to programs. Enroll a Patient in a Program You can enroll a patient in a program from the patients chart and then

Help Guide for NextGen® Enterprise PM 8

Generate a Threshold Tracking Report for Programs

Access NextGen® Enterprise PM. From the Reports menu, select General and then select Threshold Tracking. The Threshold Tracking - Enhanced Report Mode window opens. From the Configuration Options list, select columns, filters and sorting for the report. To generate the report, select Refresh Report. The Threshold Tracking report opens. Note: By default, the report groups the data based on the encounter-level payer. The patients that are enrolled in the threshold program but do not have any encounter for the selected time period, appear as <unknown> in the Threshold Tracking report. Parent topic: Threshold Tracking Report

Reporting on Programs

Recommendations

Threshold Tracking Report

Generate an Encounters Report for Programs

View the Program Linked to an Encounter

Reporting on Programs

Working with Programs in NextGen® Enterprise PM

Generate a Threshold Tracking Report for Programs

Reporting on Programs

Threshold Tracking Report

Generate an Encounters Report for Programs

View the Program Linked to an Encounter

Reporting on Programs

Working with Programs in NextGen® Enterprise PM

Generate a Threshold Tracking Report for Programs