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.
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.
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 items that were billed. Do not change any of the information on this window. These occurrence codes, if automated, carry forward to subsequent encounters.
- Select the Value Codes tab.
The fields on this window automatically default the value code information once the encounter has been billed. These value codes are attached to the revenue codes, which are attached to the service items that were billed. Do not change any of the information on this window. These value codes, if automated, carry forward to subsequent encounters.
- Access the patient's chart and create another encounter for this patient.
The UB Encounters window opens.
- Highlight the encounter that you want to carry over the information from and select the Copy Forward button.
The Create Encounter window opens.
- Select the UB tab. All the information from the previous encounter is carried forward.
- Select the Occurrence Codes tab. All the automated occurrence codes are carried forward.
- Select the Value Codes tab. All the automated value codes are carried forward.
- To create the linked encounter, select OK. When you are prompted to attach insurance to the linked encounter you just created, select the Yes option and attach the appropriate UB payer. This linked encounter now displays on the UB Encounters window the next time you access it.
- Repeat this process until the patient no longer requires this type of billing.
To end this type of process, enter a discharge date in the Discharge Date field on the Create Encounter or Encounter Maintenance window. This automatically defaults a value 4 in the Bill Frequency field on the Modify Payer Information window, UB tab, once the encounter is billed. This encounter will not be populated to the UB Encounters window for selection.
