Search from the Encounter Lookup Window

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

Search from the Encounter Lookup Window

To access the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From the Tasks menu, select Lookup and then Encounters. The Encounter Lookup window opens. Enter details in the Search Criteria to find the desired encounters. You can use multiple parameters to search, like Bill Status, Billable Date Range, Rendering Physician, or Service Location. Select Find. Encounters that match the search criteria entered display in the Encounter List section at the bottom of the window. Total Encounter Balances displays the total outstanding balance for all encounters listed. Records Found displays the total number of encounters listed. From the Encounter List, do one of the following: Double-click to select an encounter. The Patient Chart > Encounters tab opens. The selected encounter is highlighted in the Encounters list on the left. Right-click an encounter and select Open from the menu. The Encounter Maintenance window opens. Select one or more encounters

Help Guide for NextGen® Enterprise PM 8

Lookup Encounters by Patient Group

You can use the Encounter Lookup window to search for encounters for patients in a specific patient group. To access the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From the Tasks menu, select Lookup and then Encounters. The Encounter Lookup window opens. Enter appointment lookup search criteria to find the desired encounters. Multiple parameters can be used. For example, select a Bill Status, Billable Date Range, Rendering Physician, and Service Location. In the Patient Group field, do one of the following to further limit the search results to include only encounters for patients in a specific group: Select a group name from the drop-down list. Select the flashlight button to use the Patient Group Search window to search and select a group name. Note: Expired, hidden and inactive groups are not listed in the Patient Group field. These groups can be accessed from the Patient Group Search window. Select Find. Encounters that match all sear

Help Guide for NextGen® Enterprise PM 8

Lookup Encounters by Patient Group

You can use the Encounter Lookup window to search for encounters for patients in a specific patient group. To access the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From the Tasks menu, select Lookup and then Encounters. The Encounter Lookup window opens. Enter Appointment Lookup Search Criteria to find the desired encounters. Multiple parameters can be used. For example, select a Bill Status, Billable Date Range, Rendering Physician, and Service Location. In the Patient Group field, do one of the following to further limit the search results to include only encounters for patients in a specific group: Select a group name from the drop-down list. Select the flashlight button to use the Patient Group Search window to search and select a group name. Note: Expired, hidden and inactive groups are not listed in the Patient Group field. These groups can be accessed from the Patient Group Search window. Select Find. Encounters that match all sear

Help Guide for NextGen® Enterprise PM 8

Look Up Encounters by Program

You can use the Encounter Lookup window to search for encounters linked to specific programs. To open the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From Tasks menu, select Lookup and then select Encounters. The Encounter Lookup window opens. Enter the search criteria to find the required encounter. You can use multiple parameters. For example, select Bill Status, Billable Date Range, Rendering Physician, and Service Location. In the Program field, select one or more programs to limit the search results to include only the encounters linked to the selected programs. Note: The Program field appears only if you select the Enable Programs check box on the Programs preference in the Practice Preferences window. When the program access right for a user is set to No in System Administrator > Rights > Operations > Chart/Demographics/Employer > Program, the user cannot access the Program field. Select Find. The Encounter List section displays the

Help Guide for NextGen® Enterprise PM 8

Look Up Encounters by Program

You can use the Encounter Lookup window to search for encounters linked to specific programs. To open the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From Tasks menu, select Lookup and then select Encounters. The Encounter Lookup window opens. Enter the search criteria to find the required encounter. You can use multiple parameters. For example, select Bill Status, Billable Date Range, Rendering Physician, and Service Location. In the Program field, select one or more programs to limit the search results to include only the encounters linked to the selected programs. Note: The Program field appears only if you select the Enable Programs check box on the Programs preference in the Practice Preferences window. When the program access right for a user is set to No in System Administrator > Rights > Operations > Chart/Demographics/Employer > Program, the user cannot access the Program field. Select Find. The Encounter List section displays the

Search from the Encounter Lookup Window

Recommendations

Encounter Lookup Search Criteria

Search from the Encounter Lookup Window

Lookup Encounters by Patient Group

Lookup Encounters by Patient Group

Look Up Encounters by Program

Look Up Encounters by Program

Search from the Encounter Lookup Window

Encounter Lookup Search Criteria

Search from the Encounter Lookup Window

Lookup Encounters by Patient Group

Lookup Encounters by Patient Group

Look Up Encounters by Program

Look Up Encounters by Program