Resolving Errors from the Report

Help Guide for NextGen® Enterprise PM 8

History/Non-History Status Report

The History/Non-History Status data maintenance report lists the following types of encounters: Encounters currently in history status that should potentially be in a non-history status because they have a non-zero balance. Encounters currently in a non-history status that should potentially be in history status because they have a zero balance. Note: In versions prior to 5.9. UD1, there is a History Status report and a Non-History Status report. In version 5.9 UD1, these two reports are combined into a single History/Non-History Status report. This report should be run at least once per month. NextGen Healthcare recommends running the report multiple times throughout the month, if needed, to ensure that all errors appearing on the report are resolved before generating financial reports for month end. Generating the report is database intensive, potentially affecting other users on the system. Therefore, it should be run after business hours. In general, the errors listed on this repor

Help Guide for NextGen® Enterprise PM 8

History/Non-History Status Report Error Messages

The following error messages may appear on the History/Non-History Status report: Error Message Description Encounter in a history status with a non-zero balance and potentially should not be in history status. This occurs when the encounter is in history status, but a charge on the encounter has a non-zero balance, such as a credit. Resolution: To remove the encounter from history status, access the Balance Control window and then select OK. Encounter [nn] has a zero balance but has offsetting charge bucket values and potentially should be in a history status. This occurs when a charge on the encounter has a credit (negative) balance in one bucket and an offsetting debit (positive) balance in another bucket in Balance Control. The overall balance is $0.00, but the encounter is not in history status because of the charge with non-zero buckets. Resolution: To move the encounter to history status, do one of the following: Double-click the encounter from the report and select Correct this

Help Guide for NextGen® Enterprise PM 8

Significant Events for Encounters

Once enabled, significant event messages are recorded in the Patient Chart > Clinical History/Notes tab when the event occurs. Significant Event messages for encounters include the following: Encounter Accessed Encounter Alternate Diagnosis Mapped Encounter Bad Debt Status has reached $0 Balance Encounter Bill Printed Encounter Charge Alternate Diagnosis Mapped Encounter Charge Deleted Encounter Collections Agency Change Encounter Deleted Encounter Diagnosis Viewed Encounter Field Modified Encounter Guarantor Changed Encounter Insurance Deleted Encounter Insurance Re-Ordered Encounter Locked Encounter Lookup Criteria Encounter Rate Adjustment Reversed Encounter Rate SIM and Amount Removed Encounter Status Change Encounter Unlocked Enable Significant Events for Encounters There may be modifications made to patient encounters. To track these modifications, you must enable the appropriate significant events. View Significant Events for Encounters Significant events are enabled to view mod

Help Guide for NextGen® Enterprise PM 8

Apply an Encounter Unapplied Credit during Charge Posting

Before applying an encounter-level unapplied credit during charge posting, you must set an active batch. You can enter the offsetting system adjustment transactions in the active batch. You can view the transactions in the Transaction Ledger window. Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Right-click the selected batch, and then select Open. The Payment Entry window opens. Enter a patient payment on the encounter, and then select Save. Select Encounter. An encounter-level unapplied credit is created, and you can view the patient payment in the Transaction Ledger. Open the Charge Posting window during check-out for the same encounter. A message appears stating that Unapplied Payments: Encounter [n] has a [$n.nn] credit available. Close the message. Enter the first charge on the encounter and then select Next or Save. A confirmation message appears to utilize the [$-n.nn] encounter credit on the charge. To apply the unapplied credit to the first charg

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

Bill an Individual Encounter from Encounter Lookup

Open NextGen® Enterprise PM. Select Encounter. The Encounter Lookup window opens. In the Bill Status field, select Rebill or Unbilled. Note: Encounters with a status of Bad Debt, Billed or History have already been billed. Clear the Include records without charges check box to exclude encounters that do not have charges. Enter additional Search Criteria to locate the desired encounter. Select Find. Encounters matching the search criteria display in the Encounter List section of the window. Select Encounter List, and then select the encounter to be billed in the Enc Nbr column. Right-click the encounter, and then select Bill. If the encounter is a self-pay encounter with no insurance attached, a message appears stating that do you want to bill this self-pay encounter. Select Yes. The encounter status changes from Unbilled or Rebill to Billed. If the encounter has insurance attached, the encounter goes through the claim edits process and the Claim Production Status report appears. The en

Resolving Errors from the Report

Recommendations

History/Non-History Status Report

History/Non-History Status Report Error Messages

Significant Events for Encounters

Apply an Encounter Unapplied Credit during Charge Posting

Aging Analysis by Encounter Report

Bill an Individual Encounter from Encounter Lookup

Resolving Errors from the Report

History/Non-History Status Report

History/Non-History Status Report Error Messages

Significant Events for Encounters

Apply an Encounter Unapplied Credit during Charge Posting

Aging Analysis by Encounter Report

Bill an Individual Encounter from Encounter Lookup