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Help Guide for NextGen® Enterprise PM 8

Accounts Receivable Reports

The Accounts Receivable reports category includes various reports that you can use to review financial information for patients and guarantor accounts in your practice. The reports can help you monitor and manage outstanding A/R and assist with your internal billing and collections processes in NextGen® Enterprise PM. The following reports are available from the Reports > Accounts Receivable menu: Aging Analysis By Encounter By Line Item Billed Encounters Budget Letter Analysis By Pre-List Status By Delinquent Status By Missed Payment Status By Underpayment Status Budget Plans General Budget Plans Pre-Listed Plans Re-Establish Plans Contractual Analysis Multiple Encounter Rates per Day Receivable Analysis By Age By Month By Type Unapplied Amounts By Account, Invoice and Encounter Unbilled Encounters Collections Account Summary Insurance Aging Analysis Insurance Aging Analysis – Age Responsible Balances Only Insurance Detail Insurance Summary Collections Follow-Up Aging Analysis by Enco

Help Guide for NextGen® Enterprise PM 8

Balancing Reports

You can balance reports to each other to periodically balance charges, adjustments, payments, and accounts receivable. You must use the same filter criteria when balancing two reports. If using dates, you must use the same type of dates (for example, charge posting vs. charge create) and the same date ranges. Report Balances To Daily Adjustments Adjustments column in Transaction Summary Transaction Detail, if you select all the Adjustments Transaction Codes Daily Charges Charge column in Service Item Summary with Extended Amount Charge column in Transaction Summary Daily Payments Payments column in Transaction Summary Transaction Detail, if you select all the Payment Transaction Codes Daily Refunds Refunds column in Transaction Summary Transaction Detail, if you select all the Refund Transaction Codes Insurance Aging Analysis Aging Analysis by Encounter, Aging Analysis (Categories) by Line Item, Insurance Aging Analysis – Age Responsible Balances Only Report Monthly Charges in A/R Dail

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Encounter Report

The Aging Analysis by Encounter report is an encounter-based report that shows the total outstanding balance for each encounter by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the encounter status over time is not stored. Therefore, if using the Process Date filter, select all encounter statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Enc Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Enc Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in Next

Help Guide for NextGen® Enterprise PM 8

Balancing Advisor Totals

The counts and totals displayed on the Advisor window balance to specific report totals, letter counts, and search results in NextGen® Enterprise PM. The following table outlines how you can balance the Advisor totals to totals in other areas of the application. Advisor Section / Total Balances to Filter Settings Appointments: Total Kept (YTD) Appointments Listing Report Filter 1: Appt Date = Year to Date Appt Statuses = Kept Confirmed, Rescheduled, and Retained = Include All Deleted = Exclude Encounters: Unbilled Unbilled Encounters Report Filter 1: Encounter Date = All to Date Encounter Status = Unbilled Encounters: Rebilled Unbilled Encounters Report Filter 1: Encounter Date = All to Date Encounter Status = Rebill Encounters: Bad Debt Unbilled Encounters Report Filter 1: Encounter Date = All to Date Encounter Status = Bad Debt Encounters: Total Billed (YTD) Billed Encounters Report Filter 1: Encounter Date = All to Date Encounter Status = Billed Claims: Paper Claims Electronic Claim

Help Guide for NextGen® Enterprise PM 8

Enhanced Reports in NextGen® Enterprise PM

An Enhanced Reporting feature can be enabled to improve the system performance for specific reports in NextGen® Enterprise PM. These are reports that are typically database intensive when they are generated due to the large amount of data being reported. When enabled, a new user interface and paging mechanism is utilized that allows these reports to be generated, viewed, printed and exported in a timelier manner. Enhanced Reporting is available for the following reports: General Significant Events Claim Status Estimate Patient Cost Daily Activity Detail By Line Item Payments By Transaction Payments By Encounter Payments Accounts Receivable Aging Analysis by Encounter Aging Analysis by Line Item Collections > Insurance Aging Analysis Collections > Insurance Aging Analysis – Age Responsible Balances Only Monthly Change in Accounts Receivable by Encounter Change in Accounts Receivable by Line Item Service Item Summary Extended Amount and Transactions Service Item Summary Transaction Sourc

Help Guide for NextGen® Enterprise PM 8

Generate Reports for Outsourced Charges

The following reports can include outsourced charges: Aging Analysis by Line Item Insurance Aging Analysis Insurance Detail Insurance Summary Activity Detail Daily Charges Daily by Line Item Payments Daily by Encounter Payments Monthly Change in Accounts Receivable Monthly Provider Productivity by RVU Monthly Service Item Summary - Extended Amount and Transactions Monthly Service Item Summary - Transaction Source To include or exclude outsourced charges on a report, do the following: Open NextGen® Enterprise PM. Select Reports, and then select the desired report. Open the desired report. The NextGen Report Filter window opens for the selected report. Select Filter 1 from the list on the left. Select one of the following Outsource options: Only: Select this option to include only outsourced charges in the report. Exclude: Select this option to exclude outsourced charges from the report. Include All (default): Select this option to include both non-outsourced charges and outsourced charg

Reports with Info Button

General Reports

Accounts Receivable Reports

Scheduling Reports

Daily Reports

Monthly Reports

System

Recommendations

Accounts Receivable Reports

Balancing Reports

Aging Analysis by Encounter Report

Balancing Advisor Totals

Enhanced Reports in NextGen® Enterprise PM

Generate Reports for Outsourced Charges

Accounts Receivable Reports

Balancing Reports

Aging Analysis by Encounter Report

Balancing Advisor Totals

Enhanced Reports in NextGen® Enterprise PM

Generate Reports for Outsourced Charges