Set up Transaction Codes for Charge Discounts

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

Set up Transaction Codes for Charge Discounts

When Charge Discounts are enabled in Practice Preferences, Discount Criteria section becomes available in the setup of Transaction Codes. You can set up specific adjustment transaction codes that are used for calculating charge discounts. You can create separate transaction codes to differentiate discount adjustments entered from the Charge Posting window and from other types of adjustments entered from the Payment Entry window. To set up adjustment Transaction Codes for charge discounts, do the following: Open File Maintenance. Select System Master Files, and then PM. Select Transaction Codes. The Transaction Codes List window opens. Do one of the following: To add a new transaction code, select the Open Menu icon and select New. To modify an existing transaction code, select the transaction code from the list, select Open Menu and select Open. The Add Transaction Code Information window opens. Enter a descriptive name for the code in the Transaction Description field. This is a requi

File Maintenance Help for NextGen® Enterprise

Setting Up of the Transaction Codes

From the Master Files - System list, select System or PM or Optical Management > Transaction Codes. The Transaction Codes List window displays. Select the Open Menu button and choose New. The Add Transaction Code Information window opens. Use the following table to enter transaction codes and then select OK. Field Description Transaction Description Enter the transaction description. This is the code that displays in the system. Note Enter any additional notes, if needed. Type Enter the type of transaction that this code represents: Adjustment Payment Refund Source Enter the source of the transaction as being expected from the Patient or Third Party. To make the transaction code available: In the Transactions Practice Preferences, select Patient. For automatic adjustments in the Contracts library, select Adjustment as the Type and Third Party as the Source. Sign Type Select the sign to associate with the transaction. Positive increases the balance. Negative decreases the balance. By de

File Maintenance Help for NextGen® Enterprise 8

Setting Up of the Transaction Codes

From the Master Files - System list, select System or PM or Optical Management > Transaction Codes. The Transaction Codes List window displays. Select the Open Menu button and choose New. The Add Transaction Code Information window opens. Use the following table to enter transaction codes and then select OK. Field Description Transaction Description Enter the transaction description. This is the code that displays in the system. Note Enter any additional notes, if needed. Type Enter the type of transaction that this code represents: Adjustment Payment Refund Source Enter the source of the transaction as being expected from the Patient or Third Party. To make the transaction code available: In the Transactions Practice Preferences, select Patient. For automatic adjustments in the Contracts library, select Adjustment as the Type and Third Party as the Source. Sign Type Select the sign to associate with the transaction. Positive increases the balance. Negative decreases the balance. By de

Help Guide for NextGen® Enterprise PM 8

Add or Modify Transaction Codes for Encounter Rate Billing

Transaction codes can be used in the Encounter Rate Billing library to auto-adjust charges for payers using encounter rate billing. Having unique transaction codes assists in differentiating encounter rate adjustments from other types of adjustments on the UDS report. It also assists in either including or excluding encounter rate adjustments on financial reports in NextGen® Enterprise PM. If encounter rate billing is used for more than one payer, create a separate transaction code for each payer. For example: Medicare Enc Rate Adjustment Medicaid Enc Rate Adjustment To add or modify a transaction code for encounter rate billing, do the following: Access File Maintenance. Select System Master Files, then PM, and then Transaction Codes. The Transaction Codes List window opens. Do one of the following: To add a transaction code, select Open Menu and select New. To modify a transaction code, select the code from the list, and then select Open Menu and select Open. The Add/Modify Transacti

Help Guide for NextGen® Enterprise PM 8

Add or Modify Transaction Codes for Encounter Rate Billing

Transaction codes can be used in the Encounter Rate Billing library to auto-adjust charges for payers using encounter rate billing. Having unique transaction codes assists in differentiating encounter rate adjustments from other types of adjustments on the UDS report. It also assists in either including or excluding encounter rate adjustments on financial reports in NextGen® Enterprise PM. If encounter rate billing is used for more than one payer, create a separate transaction code for each payer. For example: Medicare Enc Rate Adjustment Medicaid Enc Rate Adjustment To add or modify a transaction code for encounter rate billing, do the following: Access File Maintenance. Select System Master Files, then PM, and then Transaction Codes. The Transaction Codes List window opens. Do one of the following: To add a transaction code, select Open Menu and select New. To modify a transaction code, select the code from the list, and then select Open Menu and select Open. The Add/Modify Transacti

Set up Transaction Codes for Charge Discounts

Recommendations

Enable Charge Discounts in Practice Preferences

Set up Transaction Codes for Charge Discounts

Setting Up of the Transaction Codes

Setting Up of the Transaction Codes

Add or Modify Transaction Codes for Encounter Rate Billing

Add or Modify Transaction Codes for Encounter Rate Billing

Set up Transaction Codes for Charge Discounts

Enable Charge Discounts in Practice Preferences

Set up Transaction Codes for Charge Discounts

Setting Up of the Transaction Codes

Setting Up of the Transaction Codes

Add or Modify Transaction Codes for Encounter Rate Billing

Add or Modify Transaction Codes for Encounter Rate Billing