Set Preferences to Search for Coinsurance in Real-Time Transactions

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

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 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

Configuring Practice Preferences for Coinsurance

The Search for Coinsurance tab in the Pre-Service practice preferences enables you to select the source for coinsurance for cost estimation. The source for coinsurance can be one of the following: Real-Time Transaction. The system fetches the coinsurance amount from the response of a real-time transaction. This option is available for a practice working in a real-time system. Transaction Details. The system fetches the coinsurance amount from details in the previous transaction. You must specify the date range. The system fetches the latest coinsurance amount from the transactions made within the specified date range. By default, the coinsurance amount is considered from the transactions made in the current year. This option is available for practices working in real-time and non-real-time systems. Contract. The system fetches the coinsurance amount from the settings made in the contract library. This option is available for practices working in real-time and non-real-time systems. All

Help Guide for NextGen® Enterprise PM 8

Configuring Pre-Services Practice Preferences

Before you perform or complete the cost estimation in NextGen® Enterprise PM, your administrator can set the preferences for Pre-Services in the Practice Preferences window. However, setting the practice preferences is not mandatory. If you are an administrator, your preferred selections for pre-services determine the following values in cost estimation: Percentage of payment that the patient agrees to pay in advance Co-pay or deductible values in the patient's insurance information Allowed amount Coinsurance amount For descriptions of the fields for the Pre-Services preferences, go to the NextGen Healthcare Success Community and download the File Maintenance Preferences Guide forNextGen®Enterprise. Set Payment Preferences for Pre-Services Your administrator can set payment preferences that determines the amount the patient can pay in advance and update the insurance information. Configuring Practice Preferences for Allowed Amount The allowed amount can be retrieved from contracts and

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

Set Preferences to Search for Coinsurance in Real-Time Transactions

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