Run the Rental Batch Process

Help Guide for NextGen® Enterprise PM 8

Process Rental In Progress Encounters on Demand

To process Rental In progress encounters individually, do the following: Open NextGen® Enterprise PM. Select Reports > General > Pending Rental Encounter. Run the Pending Rental Encounters report. Review each rental encounter on the report for the following: To ensure it is time to bill for the device. To ensure that the device has not been returned. Enter or modify pick-up date. Convert the In Progress encounter to Unbilled. A message appears stating that do you want to copy forward the information on this encounter to a new In Progress encounter. Select Yes. Enter new dates for the new In Progress encounter, if required. Parent topic: Recurring Rental Billing

Help Guide for NextGen® Enterprise PM 8

Recurring Rental Billing

Recurring Rental Billing enables users to do the following: Enter charges for rental devices on In Progress encounters. Copy forward all pertinent information related to the next billing cycle for the rental device and calculate modifiers according to the configurations set in File Maintenance. If the rental record has no encounters remaining, the system will not allow a new In Progress rental record to be created when an In Progress rental encounter is being converted and the user selects to utilize the Copy Forward function. The total used and pending encounters in a rental record cannot exceed the total number of available assigned encounters. Note: Before you can use Recurring Rental Billing, the In-Progress billing status must be activated for the practice and the Enable Recurring Rental Billing option must be selected in Practice Preferences. When the In-Progress Billing status is activated for the practice, it cannot be deactivated. Process Rental In Progress Encounters on Deman

Help Guide for NextGen® Enterprise PM 8

Enter Recurring Rental Charges

Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and the In Progress encounter. Select New. Select the Recurring Rental Billing icon on the Charge Posting toolbar. The Rental Information Listing window opens. To add a rental, select New. The Rental Information window opens. Note: For new rentals, select New. If it is a new encounter in an existing series, select the appropriate rental record from the list. In the Rental Devices section, select Open Record and then select the SIM code you want to apply to the rental. Select Serial Number(s), and then enter the serial number of the rental device. In the Rental Limit Tracking section, enter the time frame information, next billing date, and equipment return date. Select Rendering, and then select the rendering physician from the list. In the Encounters Utilizing this Rental Information section, the application automatically fills the Encounter and Encounter Date. Select Notes, and th

Help Guide for NextGen® Enterprise PM 8

Add or Modify Session Settings

Open NextGen® Enterprise PM. Select Tasks, and then select Session Settings. The Session Settings window opens. In Active Batch field select an existing transaction batch or select <Create Quick Batch> to create a transaction batch for the current login session. The selected batch is used as the active batch for all transactions (payments, adjustments, and refunds) you enter during your current login session. In the Service Date field, enter a preset service date for the current login session. The preset date appears in the Billable Date field on the Create Encounter window for all new encounters you create during your current login session. The preset date also appears in the Service Date fields on the Charge Posting window for all charges you enter during your current login session. In the Process Date field, enter a preset process date for the current login session. The preset date selected, appears in the Process Date field on the Charge Posting window for all charges you enter dur

File Maintenance Help for NextGen® Enterprise 8

Enable In Progress Billing Status

When the In Progress billing status is enabled, the status and all related features become available in NextGen® Enterprise EHR and NextGen® Enterprise PM. Note: Once you turn this feature on, you cannot turn it off. In the Encounters Practice Preferences, select the Enable In Progress billing status check box. A message displays so you can confirm that you want to enable the billing status. Select OK. When this check box is selected, the following check boxes below it become enabled in the Encounters Practice Preferences: Default all new encounters to In Progress Allow Execution of NextGen® Enterprise EHR procedure trigger against locked encounter Use Convert In Progress Indicator Enable Recurring Rental Billing Parent topic: In Progress Billing Setup

Help Guide for NextGen® Enterprise PM 8

Create Rentals for Patients

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 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. Under Patient Information, select Rental Information, and then select the open menu Select New. The Rental Information window opens. To select the SIM code for the rental, in Rental Devices, select open folder Open Folder icon and select the SIM code you want to apply to the rental. The SIM code appears in the Rental Devices section. Enter the serial number of the rental device in Serial Number(s). Select the Rental Limit tracking frequency from the following: Enter the time frame, return date, and next billing date in the Rental Limit Tracking. Select the rendering physician for the patient in the Rendering. Enter additional informat

Run the Rental Batch Process

Recommendations

Process Rental In Progress Encounters on Demand

Recurring Rental Billing

Enter Recurring Rental Charges

Add or Modify Session Settings

Enable In Progress Billing Status

Create Rentals for Patients

Process Rental In Progress Encounters on Demand

Recurring Rental Billing

Enter Recurring Rental Charges

Add or Modify Session Settings

Enable In Progress Billing Status

Create Rentals for Patients