Set Up Practice Preferences for Dental 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. 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 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 8

Set Up Patient Information Bar Practice Preferences for NextGen® Enterprise PM

From the Preference List, select Patient Information Bar, and then select PM tab. Select the Show Patient Information Bar check box. To display the Patient Information Bar on the Charge Posting, select the In Charge Entry check box. To display the Patient Information Bar on the Payment Entry, select the In Payment Entry check box. Define which information to display on the bar in the Patient Information section. Define which information to display on the bar in the Chart Link section. For each Field that you want to be accessible from the Patient Information Bar, do the following: In the Table field, select the Open File and then select a table. In the Field field, select a field from the table to display the field value on the Patient Information Bar. In the Display Label field, enter a label for the field on the Patient Information Bar. The Display Label is limited to 15 characters. If your label includes more than 15 characters, the field will display an ellipsis (...) where the lab

Help Guide for NextGen® Enterprise PM 8

Enter Charges

Open NextGen® Enterprise PM. Select Charges on the NextGen® Enterprise PM toolbar. The Charge Posting window opens. To enter a charge, select New. Fill the fields for each charge entered on the encounter. Press the Tab key to move forward to the next field. Press the Shift and Tab keys to move back to the previous field. To complete the charge, do one of the following: To save the charge and enter another charge on the same encounter, select Next. The charge displays in the Charge Ledger at the bottom of the window. To save the charge without entering another charge, select Save. The charge displays in the Charge Ledger at the bottom of the window. To save the charge and clear the window to enter charges on another encounter, select Next Enc. To cancel the charge without saving changes, select Cancel. Field Descriptions for Entering a Charge You can enter the fields for each charge entered on the Charge Posting window. View Charges from the Charge Posting Window You can view All Patien

File Maintenance Help for NextGen® Enterprise 8

Practice Preferences

Practice Preferences enable you to designate user-defined fields for the chart, the encounter, and the appointment. You can also set header and footer messages for forms and invoices, as well as set default codes to use throughout the system. Note: All of the features in Practice Preferences are optional. You can choose to use them based on the needs of your practice. The following sections explain each item in the Practice Preferences window to help ensure a clear understanding of how best to set up the system for your practice. Open the Practice Preferences Alerts Practice Preferences The Alerts practice preferences control when the Chart, Account, Appointment Scheduling, Managed Care, Payer, and System alerts display in NextGen® Enterprise PM and NextGen® Optical Management. Appt Scheduling Practice Preferences AutoFlow Practice Preference Autoflow allows you to set a sequence of actions that will enable check-in and check-out processes for encounters. Budget Accounts Practice Prefe

Help Guide for NextGen® Enterprise PM 8

Access the Charge Posting Window

You can open the Charge Posting window by selecting Charges on the NextGen® Enterprise PM toolbar. You can also access the Charge Posting window from the following areas in NextGen® Enterprise PM. Appointment Book Appointment Lookup Encounter Lookup Patient Chart Account Profile To open the Charge Posting window from Appointment Book, do the following: From the Appointment Book, locate the desired appointment. Note: The appointment must be kept with a linked encounter. Right-click the appointment and select Charges from the menu. The Charge Posting window opens displaying the patient name and the selected appointment details. To open the Charge Posting window from the Appointment Lookup window, do the following: From the NextGen® Enterprise PM toolbar, select the ApptList button. The Appointment Lookup window opens. Enter the appropriate Search Criteria to locate the desired appointment. Select Find. Note: The appointment must be kept with a linked encounter. In the Appointment List se

Set Up Practice Preferences for Dental Billing

Recommendations

Enable Qualifying Encounter Billing

Enable Charge Discounts in Practice Preferences

Set Up Patient Information Bar Practice Preferences for NextGen® Enterprise PM

Enter Charges

Practice Preferences

Access the Charge Posting Window

Enable Qualifying Encounter Billing

Enable Charge Discounts in Practice Preferences

Set Up Patient Information Bar Practice Preferences for NextGen® Enterprise PM

Enter Charges

Practice Preferences

Access the Charge Posting Window