Set Up Practice Preferences for Dental Billing

Help Guide for NextGen® Enterprise PM 8

Set Up Practice Preferences for Dental Billing

Dental billing in NextGen® Enterprise PM requires specific settings in Practice Preferences. Two Charge Entry options must be enabled to display dental fields on the Charge Posting window, and one Claims option must be enabled to enable the three Qualifying Encounter check boxes on the General tab of the Service Items library. Access Practice Preferences. From the Preferences List, select Charge Entry. To display Tooth, Surface and Quadrant fields on the Charge Posting window, select the Display tooth, surface, quadrant checkbox. To allow multiple selections in the Surface field on the Charge Posting window, select the Allow multiple tooth surfaces checkbox. From the Preferences List on the left, select Claims. To enable the three Qualifying Encounter checkboxes on the General tab of the Service Items library, select the Enable Qualifying Encounter Billing check box. To save changes and close the window, select OK. The dental fields display on the Charge Posting window. Parent topic: D

Help Guide for NextGen® Enterprise PM 8

Enable Qualifying Encounter Billing

The Encounter Rate Billing functionality in NextGen® Enterprise PM includes logic that identifies multiple encounters for a patient on the same date of service at the same location with the same encounter rate payer. Qualifying Encounter Billing must be enabled for the practice. When enabled, the Encounter Rate Billing Status fields display on the Billing & Collections tab of the Encounter Maintenance window. These fields are used to determine which encounter to bill when a patient has multiple same-day encounters with more than one provider at the same location with the same encounter rate payer attached. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List, select Claims. Select the Enable Qualifying Encounter Billing check box. To save changes and close the window, select OK. Parent topic: Practice Preferences for Encounter Rate Billing

Help Guide for NextGen® Enterprise PM 8

Enable Qualifying Encounter Billing

The Encounter Rate Billing functionality in NextGen® Enterprise PM includes logic that identifies multiple encounters for a patient on the same date of service at the same location with the same encounter rate payer. Qualifying Encounter Billing must be enabled for the practice. When enabled, the Encounter Rate Billing Status fields display on the Billing & Collections tab of the Encounter Maintenance window. These fields are used to determine which encounter to bill when a patient has multiple same-day encounters with more than one provider at the same location with the same encounter rate payer attached. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List, select Claims. Select the Enable Qualifying Encounter Billing check box and then select OK. Parent topic: Practice Preferences for Encounter Rate Billing

Help Guide for NextGen® Enterprise PM 8

Enable Charge Discounts in Practice Preferences

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. Note: This setting affects the patient discount calculation while using an adjustment transaction code when source is a patient. Insurance discount using an adjustment transaction code when source is the third party is calculated based on the total charge amount, regardless of this setting. In the Preference List, select Charge Entry, and then select the Charges tab. Select Enable discounts in charge entry to enable charge discounts in the Charge Posting window. Note: The Discounts icon becomes available on the Charge Posting toolbar, and the Discounts Criteria section in the Transaction Codes window. Select Apply patient discount to patient balance only to calculate patient discounts using the Patient Amount on each charge and not the Original Charge Amount. Do not select Apply patient discount to patient balance only to calculate patient discounts using the

Help Guide for NextGen® Enterprise PM 8

Enable Charge Discounts in Practice Preferences

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. Note: This setting affects the patient discount calculation while using an adjustment transaction code when source is a patient. Insurance discount using an adjustment transaction code when source is the third party is calculated based on the total charge amount, regardless of this setting. In the Preference List, select Charge Entry, and then select the Charges tab. Select Enable discounts in charge entry to enable charge discounts in the Charge Posting window. Note: The Discounts icon becomes available on the Charge Posting toolbar, and the Discounts Criteria section in the Transaction Codes window. Select Apply patient discount to patient balance only to calculate patient discounts using the Patient Amount on each charge and not the Original Charge Amount. Do not select Apply patient discount to patient balance only to calculate patient discounts using the

File Maintenance Help for NextGen® Enterprise

Practice Preferences for the Patient Information Bar in NextGen® Enterprise PM

The table describes the preferences that you can set for the patient information bar in NextGen® Enterprise PM. Field Description Show Patient Information Bar Select this option to display the patient information bar in NextGen® Enterprise PM. Select In Charge Entry to display the patient information bar in the Charge Posting window. Select In Payment Entry to display the patient information bar in the Payment Entry window Patient Demographic Information Select the demographic data that you want to display on the patient information bar. Table Select a table from which you want to add a field to the patient information bar. Field Select the field to display from the list. Display Label Enter the field label to display on the patient information bar. Appointment Hover Select the number of historical and future appointments to display when you hover over the Appointment section on the patient information bar.

Set Up Practice Preferences for Dental Billing

Recommendations

Set Up Practice Preferences for Dental Billing

Enable Qualifying Encounter Billing

Enable Qualifying Encounter Billing

Enable Charge Discounts in Practice Preferences

Enable Charge Discounts in Practice Preferences

Practice Preferences for the Patient Information Bar in NextGen® Enterprise PM

Set Up Practice Preferences for Dental Billing

Set Up Practice Preferences for Dental Billing

Enable Qualifying Encounter Billing

Enable Qualifying Encounter Billing

Enable Charge Discounts in Practice Preferences

Enable Charge Discounts in Practice Preferences

Practice Preferences for the Patient Information Bar in NextGen® Enterprise PM