Reverse a Charge
To reverse a charge, do the following:
Open
NextGen® Enterprise PM
.
Select
Charges
.
The
Charge Posting
window opens.
Enter a new charge.
Select
QTY
, and then enter -1.
The system negates the original charge.
Type a note in the
Notes
field to explain the reversal for audit purposes.
Select
OK
.
Note:
If the initial charge had an automatic adjustment applied to it, you must edit the initial charge before reversing a charge.
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Help Guide for NextGen® Enterprise PM 8
Delete a Charge
Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the patient and the charge you want to delete. The system displays the charges for the selected encounter. You can do one of the following to delete a charge. Select the charge, and then select Delete. Right click the charge, and then select Delete. Note: The Delete button on the Charge Posting window is available for unprocessed charges with no transactions or auto adjustments. Select Save. Parent topic: Deleting Charges
Help Guide for NextGen® Enterprise PM 8
Deleting Charges
You can delete unprocessed charges with no transactions or auto adjustments from the encounter on the Charge Posting window. A deleted charge is removed from the encounter. You cannot delete an unprocessed charge with an unposted transaction. You must remove the transaction if you want to delete the charge. You cannot delete an unprocessed charge with a posted transaction. Even if the transaction is reversed, the charge cannot be deleted. It can be voided. The Delete button on the Charge Posting window is available for unprocessed charges with no transactions or auto adjustments. Delete a Charge You can delete a charge on the Charge Posting window. Reverse a Charge You can reverse the existing chage with the new charge. Parent topic: Billing
Help Guide for NextGen® Enterprise PM 8
Void a Charge with No Transactions
Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the patient and encounter. Select a charge that you want to void. Do one of the following: Select Void. Right-click and then select Void. A message appears stating that if you void the charge, the charge cannot be reversed. To void the charge, select OK. In the charge ledger, the voided charge is now crossed-out. The original charge amount and quantity are reversed using a system-generated Void Charge adjustment transaction code. The reversed amount appears in the Adjustment column of the ledger. To view the system-generated transaction, right-click on the charge and then select Expand All. A row appears below the voided charge showing the Void Charge adjustment transaction code and the voided amount in the Pat Amt column. The padlock icon indicates the transaction is locked and cannot be undone. Parent topic: Voiding Charges
Help Guide for NextGen® Enterprise PM 8
Modify Discounts on Charges
To modify discounts on charges, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. Select Discounts on the Charge Posting toolbar. The Discounts window opens. Edit the desired fields to modify discounts on charges. Select OK. The application reverses the original discount adjustments from the parent charge and tax charges. It then applies new discounts to the parent charges and their associated tax charges using the selected Non-In Progress discount adjustment code. After the new adjustments are posted to the system-generated transaction batch, the application checks to see if any of the discounts need to be approved. When the adjustments are then approved, the new adjustments become finalized within the A/R: Adjustments display in financial reports. Adjustments display in black ink within the patient chart. Patient Statements generated display the new discount adjustments. Parent topic: Charge Disco
Help Guide for NextGen® Enterprise PM 8
Void a Charge with Contract Auto-Adjustments
If there is a contract auto-adjustment on a charge, then you can void the charge and the auto-adjustment will be reversed. The contract auto-adjustment transactions are reversed regardless of the Allow Sign Override setting in the File Maintenance. Open the Charge Posting window for the desired encounter. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the encounter, and then select the charge with auto-adjustments. To void the charge, do one of the following: Select the Void button. Right-click the charge, and then select Void. A message appears stating that the charge has an auto adjustment and transactions applied. If voided, the charge cannot be reversed. To reverse the auto-adjustments and void the charge, select OK. The voided charge is now crossed-out. The original charge amount and quantity are reversed using a system-generated Void Charge adjustment transaction code. The reversed amount appears in the Adjustment column of the ledger. To vie
Help Guide for NextGen® Enterprise PM 8
Reverse Automatic Adjustments from the Patient Chart
You can reverse automatic adjustments made on charges in outdated contracts. These adjustments are made when the encounter meets any of the following criteria: Automatic adjustments from a contract have been applied to a charge. The allowed amount for the charge line-item has been updated in the contract for the time period of the encounter. The encounter has a status of unbilled, billed, rebilled, or history. The begin DOS for charge is during the effective time period of the CPT4 that is defined in the Fee Schedule tab of the contract. The user performing the reverse automatic adjustments has the proper security. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup . The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select the Enc
