Search Criteria in Sliding Fee Batch Adjustment Window

Field	Description
From Date	Sets the begin date for your search criteria, you can select one of the following options: You can select Today to search for encounters with the current date in the To Date section. You can select Yesterday to search for encounters with the previous day's date in the To Date section. You can enter Day(s) ago to search for encounters with a previous date. You can enter or select the number of previous days to begin the search. For example, to search for encounters for the past week, enter seven (7). Note: In the To Date day(s) ago field, you must enter a number equal to or less than the number entered in the From Date day(s) ago field. For example, From Date days ago = 7, then To Date day(s) ago =< 7. You can select Earliest possible date to search for all encounters.
To Date	Sets the end date for your search criteria, you can select one of the following options: You can select Today to search for encounters with the current date. You must select this option in the From Date section. You can select Yesterday to search for encounters with the previous day's date. You must select this option in the From Date section. You can select Day(s) ago to search for encounters with a previous date, you can enter or select the number of previous days to end the search. Note: In the To Date day(s) ago field, you must enter a number equal to or less than the number entered in the From Date day(s) ago field. For example, From Date days ago = 7, then To Date day(s) ago =< 7.
Patient Type	Shows types of patient.
Service Location	Shows encounter service locations.
Rendering Physician	Shows the provider who rendered the service to the patient.
Financial Class	Shows the patient's financial class, for example self-pay, workman's comp, or medicare.
Primary Payer	Shows the patient's primary payer.
Override Process Date	Overrides date that is greater than or equal to the most recent date for all charges or encounters for override processing. You can leave blank to use the current system date as the process date. You can enter the minimum process date set by the practice. Sort the encounters/charges in reverse order to find the most recent date for all charges/encounters. Note: This field displays only if you have security access rights to override a process date.

Help Guide for NextGen® Enterprise PM 8

Apply Sliding Fee Adjustments using the Batch Process

You can process Sliding Fee Batch Adjustment in NextGen® Enterprise PM. To filter and select specific encounters, you can use the following fields: Date or Date Range Patient Type Service Location Rendering Physician Financial Class Primary Payer To apply sliding fee adjustments to multiple encounters in batch mode, do the following: Open NextGen® Enterprise PM. Select File > Processes > Sliding Fee Batch Adjustments. The Sliding Fee Batch Adjustment window opens. Enter the Search Criteria fields, and then select the encounters. Select Find. Encounters matching the search criteria display in the Encounter List grid. To apply a sliding fee adjustment to the selected encounters, select Batch Adjust. Search Criteria in Sliding Fee Batch Adjustment Window You can use Search Criteria in Sliding Fee Batch Adjustment window to search the desired encounters while appying sliding fee adjustments for batch encounters. Parent topic: Applying Sliding Fee Schedules to Charges

Help Guide for NextGen® Enterprise PM 8

Applying Sliding Fee Schedules to Charges

When a Sliding Fee Schedule is attached to a patient or guarantor account profile, the Sliding Fee Schedule can be applied against charges for an encounter and the application automatically calculates the adjustment. You can right-click on a line item in the Encounter Maintenance window and either remove or apply a sliding fee adjustment. If the insurance for a patient is discovered to be expired after charges have been applied to the encounter, the patient becomes eligible for a sliding fee adjustment. You can apply the sliding fee adjustment on the line item in the Encounter Maintenance window. Note: Sliding Fee adjustments uses the same process date as the charge process date. If it is overridden, the transaction posting date for the adjustment reflects the current date. Sliding Fee Schedule attached at the encounter level overrides Sliding Fee Schedule attached at the patient level. You can also attach more than one Sliding Fee Schedule to an encounter. This process can occur in th

NextGen® Enterprise EHR Help

Select Procedure Data

Select Procedure from the Report Filter Settings List. Report Filter Select to display the Procedure Search window. Procedure Search Enter a pertinent Code or Description as a search criterion. Select Search. Select the desired Procedures. Select OKReport Filter Select whether to display patients who have had problems within specific date criteria, for example: Patients who have never had the problem before or after a specific date or between a specific date range. Patients who have ever had a problem before or after a specific date. Patients who have not had this problem since a specific date. To select a date range, check Who Have Ever Had and select Between from the list. The Date Range window opens. Select the dates. Select OK. To select patients who have had problems before or after a specific date, do the following: Check Who Have Ever Had and select Before or After from the list. Select the Year/Month/Day. For example, 1 year and 3 months after today's date. Select the Number of

NextGen® Background Business Processor Help 8

Bill Encounters Job

You can create the job to charge the rebilled or unbilled encounters and print or export the Claim Production report. Field Description Bill Status Indicates the billing status of the encounters. This displays the following values: Rebill Unbilled Financial Class Indicates the financial classes for the encounter. Primary Payer Indicates the individual primary payer for billing encounters based on which the job processes claims. Billable Date From/To Indicates the billable date range within which the job automatically bills encounters. Rendering Physician Indicates one or more referring physicians. Patient Type Indicates the patient types for the encounter. This field displays the following values: Dental Sliding Fee Study Patient Service Location Indicates one or more service locations for the encounter. Include Records in a Billing Hold? Indicate whether you want the job to include encounter records in a Billing Hold status or not. Include Records Without Charges? Indicate whether you

Help Guide for NextGen® Enterprise PM 8

Encounter Lookup Search Criteria

The following table lists the fields in the Search Criteria area of the Encounter Lookup window and their descriptions. Field Description Bill Status To find encounters with a specific status, select one or more of the following statuses: <none> or blank (includes all statuses) Bad Debt Billed History In Progress Rebill Unbilled Note: The In Progress check box appears only if the Enable In Progress billing status option is selected in Practice Preferences. Financial Class To find encounters with a primary payer assigned to a specific financial class, select one or more financial classes. Enc Nbr To find a specific encounter, enter the encounter number. Billable Dt From To find encounters within a specific Billable Date range, enter a start date. Pulls from the Billable Date field on the Encounter Maintenance window. Billable Date To To find encounters within a specific billable date range, enter an end date. Pulls from the Billable Date field on the Encounter Maintenance window. Render

Help Guide for NextGen® Enterprise PM 8

Column Filters in Service Item Summary - Extended Amount and Transactions Report

Use the following parameters in the Filter 1 section to filter data on the report: Charge Create Date: Include charges with a Create Date within a date range. Charge Process Date: Include charges with a Process Date within a date range. Charge Service Date: Include charges with a Service Date within a date range. Outsource Date: Include line items outsourced within a date range. Transaction Post Date: Include transactions with a Post Date within a date range. Transaction Process Date: Include transactions with a Process Date within a date range. Transaction Date: Include transactions with a Transaction Date within a date range. Charge Type: Include/exclude charges by type. Select Encounter and/or Invoice. Unposted Transactions: Include/exclude unposted transactions. Select either Only or Exclude (default). Slide %: Include line items where the Sliding Fee adjustment is within a percentage range. Outsource: Include/exclude outsourced line items. Select either Only, Exclude, or Include A

Search Criteria in Sliding Fee Batch Adjustment Window

Recommendations

Apply Sliding Fee Adjustments using the Batch Process

Applying Sliding Fee Schedules to Charges

Select Procedure Data

Bill Encounters Job

Encounter Lookup Search Criteria

Column Filters in Service Item Summary - Extended Amount and Transactions Report

Search Criteria in Sliding Fee Batch Adjustment Window

Apply Sliding Fee Adjustments using the Batch Process

Applying Sliding Fee Schedules to Charges

Select Procedure Data

Bill Encounters Job

Encounter Lookup Search Criteria

Column Filters in Service Item Summary - Extended Amount and Transactions Report