Set Up and Bill an Initial Encounter

Help Guide for NextGen® Enterprise PM 8

View the Initial Encounter After Billing

During the billing process, an Initial Encounter ID is assigned to the encounter to identify it as the first encounter in a series. In addition, this process automatically populates the fields related to recurring billing on the following tabs on the UB tab of the Encounter Maintenance window: General Occurrence Codes Value Codes General Occurance Codes Value Codes Parent topic: Initial Encounter in a Series

Help Guide for NextGen® Enterprise PM 8

Initial Encounter in a Series

The initial encounter in a series must also be set up at the encounter level. After the encounter is set up and billed, the billing process automatically populates the fields related to recurring billing on the UB tab of the Encounter Maintenance window. Set Up and Bill an Initial Encounter View the Initial Encounter After Billing Parent topic: Encounter Settings Required for Recurring UB Billing

Help Guide for NextGen® Enterprise PM 8

Set Up and Bill a Single Encounter

When creating an encounter for recurring billing, you must set up the encounter to activate the automated billing for the single encounter. Access the applicable encounter. The Encounter Maintenance window opens. Enter the date the illness/injury began in the Onset Date field. This is a required field for the initial encounter for recurring billing. Enter the date the patient is discharged from therapy in the Discharge Date field on the General tab. This field is required for a single encounter in a series. Enable the Initial Enc in Series check box. Note: This field displays only when the Type of Facility and Bill Classification fields are set up in Practice Preferences. Select OK. Add the appropriate charges. Note: The revenue codes, which are attached to service items, must be set up before posting charges on the Charge Posting window in order for recurring UB billing to be recognized. Bill the encounter. After the billing process is complete, a single claim in a series is generated

Help Guide for NextGen® Enterprise PM 8

Create and Bill the Final Encounter

When creating the final encounter in a series for a patient for recurring billing, the UB Encounters window opens to enable you to link the final encounter to the initial encounter. From the Encounters tab on the patient's chart, select the open menu button and select New. The UB Encounters window opens. Highlight the encounter that displays the initial encounter and select the Copy Forward button. The Create Encounter window opens. Note: The copy forward function copies the values from the Onset Date, Occurrence Codes, and Value Codes from the initial encounter to the new encounter. The encounter is identified in the application as the final encounter in the series, because the billable date is different from the onset date and the discharge is the same as the billable date. Enter the date the patient is discharged from therapy in the Discharge Date field. This field is required for the final encounter in the series. Enter the date treatment was started in the Admit Date field. Select

Help Guide for NextGen® Enterprise PM 8

Encounter Maintenance

The Create Encounter and Encounter Maintenance windows include specific information related to an individual patient encounter. The window includes the following tabs: General Clinical Billing & Collections Encounter Specifics UB Claims Marketing Properties History The following fields are available at the top of the Create Encounter and Encounter Maintenance windows: Field Description Billable Date This is the date of the encounter. If the encounter is created from an appointment, the Billable Date defaults to the appointment date. Otherwise, the date defaults to the current system date and can be modified if needed. Billable Time This is the billable time for an encounter. The billable time is set to 12:00 AM by default. The billable time changes to the current system time if you select the Default Enc Billable Time to System Time check box in the Encounters preference on the Practice Preferences window. When you select the Default Enc Billable Time to System Time check box, the syst

Help Guide for NextGen® Enterprise PM 8

Set Up Encounters for Enhanced UB Claims (After Billing)

Access the Encounter Maintenance window for the patient and encounter the UB claim was created for. In NextGen® Enterprise PM, select the Chart button on the main toolbar. The Patient Lookup window opens. Enter Search Criteria to locate the desired patient and then select Find. From the Matching Records section, double-click to open the desired patient. The Patient Chart window opens. Select the Encounters tab. Right-click the encounter, and then select Open. The Service Location field is no longer accessible once an encounter has been billed. Select the UB tab. Encounter Maintenance The fields on this window automatically default the applicable information once the encounter has been billed. Do not change any of the information on this window. Select the Occurrence Codes tab. UB The fields on this window automatically default the occurrence code information once the encounter has been billed. These occurrence codes are attached to the revenue codes, which are attached to the service i

Set Up and Bill an Initial Encounter

Recommendations

View the Initial Encounter After Billing

Initial Encounter in a Series

Set Up and Bill a Single Encounter

Create and Bill the Final Encounter

Encounter Maintenance

Set Up Encounters for Enhanced UB Claims (After Billing)

View the Initial Encounter After Billing

Initial Encounter in a Series

Set Up and Bill a Single Encounter

Create and Bill the Final Encounter

Encounter Maintenance

Set Up Encounters for Enhanced UB Claims (After Billing)