NextGen Knowledge Center

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You can reverse automatic adjustments made on charges in outdated contracts.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.
  1. Open NextGen® Enterprise PM.
  2. On the main toolbar, select Chart or Chart Lookup .
    The Patient Lookup window opens.
  3. 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.
  4. Select the patient, and then select Open.
    The Patient Chart window opens.
  5. Select the Encounters tab.
    The encounters associated with the patient appear in the Encounters section.
  6. Right-click an encounter, and then select Reverse Auto Adjustments.
    The Reverse Automatic Adjustments window opens.
    Reverse Automatic Adjustments window

  7. Select the adjustment you want to reverse from the Encounter List.
    Reverse Automatic Adjustments Window- Adjustment selection

  8. To view a preview report of all applicable charges, select Preview.
  9. To update the selected charges with new adjustment amounts, select Process.
    The selected automatic adjustments are reversed and replaced with a new automatic adjustment. NextGen® Enterprise PM runs the new Reverse Automatic Adjustments report to summarize the changes.
  10. Select Close.