Set Preference to Search for Allowed Amounts in Contracts

Help Guide for NextGen® Enterprise PM 8

Set Preference to Search for Allowed Amounts in Transaction History

You can retrieve allowed amounts from transaction history by setting Transaction History as the source for allowed amounts. Open NextGen® Enterprise PM. In the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services in the preference list and open the Search for Allowed Amount tab. Select Transaction History. A message appears stating that when transaction history is selected, the application ignores the allowed amount in the contract library. Select OK. Set the transaction history date range by selecting the period from the list and the start and end dates. Select one of the following allowed amount options. Average of all allowed amounts. To get the average of the allowed amounts obtained from the transaction history. Latest allowed amount. To get the latest allowed amount from the transaction history. To exclude transactions with allowed amounts equating to zero dollars, select Exclude zero dollar amounts from Transaction History. Select

Help Guide for NextGen® Enterprise PM 8

Set Preference to Search for Allowed Amounts in Transaction History and Contract

You can search for allowed amounts in transaction history and contract library by setting Both as the source for allowed amounts. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services in the preference list and open the Search for Allowed Amount tab. Select Both as the source of the allowed amount. A message appears stating that when transaction history is selected, the application ignores the allowed amount in contract library. From the following options, select the sequence of sources to fetch the allowed amount. Contract, then Transaction History. To search contract library first. If not found, then transaction history is searched. Transaction History, then Contract. To search transaction history first. If not found, then contract library is searched. Note: A message appears stating that the application ignores the allowed amount in contract library when transaction history is selected. Set the tra

Help Guide for NextGen® Enterprise PM 8

Configuring Practice Preferences for Allowed Amount

The Search for Allowed Amount tab in the Pre-Service practice preferences enables you to select the source for allowed amount for cost estimation. The allowed amount for cost estimation can be sourced from the following: Contracts Transaction history If you are the administrator, you can set the source from where the allowed amount can be retrieved. You also select both the sources to retreive the allowed amount. Set Preference to Search for Allowed Amounts in Contracts You can set contracts as the source for allowed amounts. Set Preference to Search for Allowed Amounts in Transaction History You can set transaction history as the source for allowed amounts. Set Preference to Search for Allowed Amounts in Transaction History and Contract You can set preference to look for allowed amounts in transaction history and contract library. Parent topic: Configuring Pre-Services Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Set Preferences to Search for Coinsurance in Contracts

If you are an administrator, you can set preferences to fetch the coinsurance amount from the contract library by setting Contract as the source. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services in the preference list, and then select the Search for Coinsurance tab. Select Contract as a source for coinsurance amount. Select OK. Parent topic: Configuring Practice Preferences for Coinsurance

Help Guide for NextGen® Enterprise PM 8

Set Preferences to Search for Coinsurance in All the Sources

If you are an administrator, you can set preferences to fetch the coinsurance amount from real-time transaction, transaction details, and contract library. You can set the sequence of sources for fetching the coinsurance amount. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services in the preference list, and then select the Search for Coinsurance tab. Select All as the source of the coinsurance amount. Select the sources in your preferred sequence for searching the coinsurance amount. If you select Transaction Details as first or second preference, a message appears with information that when transaction history is selected, the system overrides coinsurance amounts in the contract library. Select OK. To set the date range, select the period from the list, and the start and end dates. The date range is required to search through the previous transaction details. Select OK. Parent topic: Configuring Pr

Help Guide for NextGen® Enterprise PM 8

Set Preferences to Search for Coinsurance in Transaction Details

If you are an administrator, you can set preferences to fetch the latest coinsurance amount from previous transactions. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services in the preference list, and then select the Search for Coinsurance tab. Select Transaction Details. A message appears stating that when transaction history is selected, the system overrides the coinsurance amounts in the contract library. Select OK. To set the transaction history date range, select the period from the list, and the start and end dates. Select OK. Parent topic: Configuring Practice Preferences for Coinsurance

Set Preference to Search for Allowed Amounts in Contracts

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