Setting Up Charge Discounts

Help Guide for NextGen® Enterprise PM 8

Modify Discounts on Charges

To modify discounts on charges, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. Select Discounts on the Charge Posting toolbar. The Discounts window opens. Edit the desired fields to modify discounts on charges. Select OK. The application reverses the original discount adjustments from the parent charge and tax charges. It then applies new discounts to the parent charges and their associated tax charges using the selected Non-In Progress discount adjustment code. After the new adjustments are posted to the system-generated transaction batch, the application checks to see if any of the discounts need to be approved. When the adjustments are then approved, the new adjustments become finalized within the A/R: Adjustments display in financial reports. Adjustments display in black ink within the patient chart. Patient Statements generated display the new discount adjustments. Parent topic: Charge Disco

Help Guide for NextGen® Enterprise PM 8

Setting Up Charge Discounts

The Charge Discounts functionality in NextGen® Enterprise PM involves the following setup: Enable discounts for a practice in the Practice Preferences window. flag payers as either contracted or non-contracted for discounts in the Payers window. Create adjustment transaction codes for discounts in the Transaction Codes window. Enable tracking of discounts within a practice in the Significant Events window. Set up user security access rights for discounts in System Administration. Enable Charge Discounts in Practice Preferences You can enable charge discounts on the Charges tab in the Practice Preferences window. Set up Payers for Charge Discounts You can set up payers for charge discounts on the Modify Payer Information window. Set up Transaction Codes for Charge Discounts You can set up transaction codes on the Transaction Code List window for charge discounts. Significant Events for Charge Discounts You can enable significant events to track user activity related to charge discounts

Help Guide for NextGen® Enterprise PM 8

Set Up Security Access Rights for Charge Discounts

You must have security access rights to enable the Apply Charge Discount option in System Administrator and to access the Discounts window from the Charge Posting window in NextGen® Enterprise PM. To set up security access rights for charge discounts, do the following: Open System Administrator. Select Practice. Select the desired user group name under the practice. Select the Rights tab. Select Operations, and then select Charge Entry. Select Apply Charge Discount, and then set the appropriate Access Rights for the group. If you select Yes, the Discounts icon is available on the Charge Posting toolbar. If you select No, then the Discounts icon is not available on the Charge Posting toolbar. To save changes, select Save, and then Update. For more information on setting up security access rights, go to the NextGen Healthcare Success Community and download the System Administrator Guide for NextGen® Enterprise. Parent topic: Setting Up Charge Discounts

Help Guide for NextGen® Enterprise PM 8

Significant Events for Charge Discounts

You can enable significant events to track user activity related to charge discounts in NextGen® Enterprise PM. It includes adding, modifying or deleting discounts on an encounter from the Discounts window that is accessed from the Charge Posting toolbar. When significant events are enabled, messages are recorded in the Patient Chart on the Clinical History/Notes tab when the event occurs. Each message recorded includes date/time, creator, and description information. Significant event messages for charge discounts include the following: Records Patient Discount <Name of Discount> Created: when discounts are applied to charges on an encounter. Records Patient Discount < Name of Discount> Deleted (In Progress): when discounts are deleted from charges on an In Progress encounter. Records Patient Discount <Name of Discount> Edited: when the charge discounts are modified on an encounter. Enable Significant Events for Charge Discounts You can enable significant events to track user activity

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 Security Access Rights for Charge Discounts

You must have security access rights to enable the Apply Charge Discount option in System Administrator and to access the Discounts window from the Charge Posting window in NextGen® Enterprise PM. To set up security access rights for charge discounts, do the following: Open System Administrator. Select Practice. Select the desired user group name under the practice. Select the Rights tab. Select Operations, and then select Charge Entry. Select Apply Charge Discount, and then set the appropriate Access Rights for the group. If you select Yes, the Discounts icon is available on the Charge Posting toolbar. If you select No, then the Discounts icon is not available on the Charge Posting toolbar. To save changes, select Save, and then Update. For more information on setting up security access rights, go to the NextGen Healthcare Success Community and download the System Administrator Guide for NextGen® Enterprise. Parent topic: Setting Up Charge Discounts

Setting Up Charge Discounts

Recommendations

Modify Discounts on Charges

Setting Up Charge Discounts

Set Up Security Access Rights for Charge Discounts

Significant Events for Charge Discounts

Enable Charge Discounts in Practice Preferences

Set Up Security Access Rights for Charge Discounts

Setting Up Charge Discounts

Modify Discounts on Charges

Setting Up Charge Discounts

Set Up Security Access Rights for Charge Discounts

Significant Events for Charge Discounts

Enable Charge Discounts in Practice Preferences

Set Up Security Access Rights for Charge Discounts