Set Active Status for Accounts

Help Guide for NextGen® Enterprise PM 8

Access Active Accounts

You can select an active account from the toolbar of the current account. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Accounts. The Account Lookup window opens. To search for an account, enter the search criteria data, and then select Find You can use different combinations of the search criteria to search for a person's account. Accounts that match the search criteria, appear in the Account List section. Double-click a person account. The Account Profile window opens. Select open menu , and then select Access Active Account. Access Active account The active account icon Active account icon displays at the bottom of the Account Profile window. The active account becomes the current account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Creating a Person Account

When you select a person as the guarantor on a patient’s encounter for the first time, the person's account is automatically created. You can manually create a person account before selecting that person as the guarantor on a patient’s encounter, if needed. You can create a person account from the following areas in NextGen® Enterprise PM. People Lookup Patient Lookup Note: To create a person account, the person must have an existing demographic record. Create Person Accounts from People Lookup You can create a person account using the People Lookup window. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Search for Accounts

Open NextGen® Enterprise PM. From the Task Menu menu, select Lookup > Accounts. The Account Lookup window opens. To search for an account, enter the search criteria data, and then select Find. Note: You can use different combinations of the search criteria to search for an account Person and employer accounts that match the search criteria appear in the Account List section of the Account Lookup window. Account Lookup window Parent topic: Managing Accounts

Help Guide for NextGen® Enterprise PM 8

Person Accounts Overview

A person account is automatically created when the person is selected as the guarantor on a patient’s encounter for the first time, which results in statements generated for the person’s account that include encounters with outstanding self-pay balances. NextGen® Enterprise PM assigns each account a unique account number on the person's Account Profile window. The account number is also printed on statements sent to the guarantor. The Account Profile window for a person account includes the following tabs: Properties Encounter Detail Account Summary Credit Card on File Budget Notes Creating Person Accounts You can create a person account using the People Lookup and the Patient Lookup windows. Set Active Status for Accounts You can use the Account Profile window for a given patient to set an active account. Access Active Accounts You can use the Account Profile window to access an active account. Viewing Account Properties Information You can view account demographics, account settings,

Help Guide for NextGen® Enterprise PM 8

Set up Statement and Collection Information for Accounts

The demographics information appears by default when you open the Properties tab under the Account Profile window for an employer account. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Accounts. The Account Lookup window opens. To search for a person account, enter the search criteria data, and then select Find. You can use different combinations of the search criteria to search for a person's account. Accounts that match the search criteria appear in the Account List section. Double-click a person account. The account profile for the account appears. The Properties tab becomes available and displays the current demographic information for the account. The Account Demographics section is automatically filled with information derived from the Employer master file. Account Profile Window In the Statements section under the Account Settings section, select your desired options for the account statements. A message appears for your confirmation to save the changes. Sele

Help Guide for NextGen® Enterprise PM 8

Set Active Patient Status for Patients

A patient set as the active patient remains in recall when you work with other patient charts and is available for quick access. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. 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 open menu Open Menu icon and select Set Active Patient. The current patient is set as an active patient. Parent topic: Viewing Patient Demographics Information

Set Active Status for Accounts

Recommendations

Access Active Accounts

Creating a Person Account

Search for Accounts

Person Accounts Overview

Set up Statement and Collection Information for Accounts

Set Active Patient Status for Patients

Access Active Accounts

Creating a Person Account

Search for Accounts

Person Accounts Overview

Set up Statement and Collection Information for Accounts

Set Active Patient Status for Patients