Statement Exceptions Report Columns

Column Name	Description	Data Populates From
E/I/A/B	Source Number	Displays one of the following: Account Number (when Source Type = Account) Encounter Number (when Source Type = Encounter)
Source Type	Source Type	Displays one of the following: Account Encounter
Guar Name	Guarantor Name	Account Profile
Pat Name	Patient Name	Patient Information
Dt of Svc	Date of Service	Charge Posting
Sv It	Service Item ID	Charge Posting
Sv It Desc	Service Item Description	Charge Posting
Amt	Amount	Account Profile > Encounters Detail tab
Error Description	Error Description	Displays one of the following: Rendering provider is missing SIM library is missing/outdated Statement has zero balance Statement has credit balance

Help Guide for NextGen® Enterprise PM 8

Statement Exceptions Report

When generating batch statements or an individual demand statement, if the Check for Statement Exceptions check box is selected on the Statement Options window, and one or more exceptions are found, a Statement Exceptions report is generated after selecting the Preview, Print or Export button. From the report, you can review the accounts and encounters that have exceptions prior to printing or exporting the statements. The Check for Statement Exceptions process looks for and identifies the following: Encounters with charges that do not have a rendering provider. Encounters with charges that have an expired SIM code. Accounts with a $0.00 patient balance. Accounts with an account-level or encounter-level unapplied credit. Generate a Statement Exceptions Report You can generate a Statement Exception report. Create Tasks from the Statement Exceptions Report You can create tasks from the Statement Exceptions report. Statement Exceptions Report Columns Parent topic: Exporting Statements Par

Help Guide for NextGen® Enterprise PM 8

Recalculation Results Report Columns

The following columns are available on the Recalculation Results report: Column Name Description Data Populates From Pat Name Patient Name Patient Information Loc Name Location Name Charge Posting E/I Source Number Patient Chart Message Message Description Recalculation Process Severity Severity Description Recalculation Process CPT EOC CPT Episode of Care CPT4 Codes Master File Crt Dt Create Date Charge Posting Sv It Service Item ID Charge Posting Filter 1 Use parameters to filter data on the report: Create Date: Include messages with a Create Date within a date range. Filter 2 Use columns to filter data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Additional Filters Use additional filters to filter data on the report. Additional filters include the following: Recalc Message Sorting Use columns to sort and group data on the report. Column sorting options include the following: Ascending Descending Group By Page Break

Help Guide for NextGen® Enterprise PM 8

History/Non-History Status Report Columns

The following columns are available on the History/Non-History Status report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the encounter. Data Maintenance Type Data Maintenance Type Displays one of the following: History Non-History Encounter Number Encounter Number Encounter number associated with the error. Error Description Error Description Description of the error. Record ID Source Number ID number for the encounter in the SQL database. Table Name Table Name Name of the table in the SQL database. For example, "patient_encounter". Filter 2 Columns can be used as a filter for data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Sorting Columns can be used in the sorting and grouping of data on the report. Column sorting options include the following: Ascending Descending Group By Page Break Note: Columns that are not available for Group By or Page Break are indicated by

Help Guide for NextGen® Enterprise PM 8

Consolidated Services Claim Report Columns

The following columns are available on the Consolidated Services Claim report: Column Name Description Data Populates From Patient Patient Name Patient Information Enc Encounter Number Patient Chart > Encounters # of Claims Number of Ancillary Claims in CSC CSC Process Claim Total CSC Claim Total CSC Process Payer Payer Name in CSC Claim Encounter Insurance Selection Provider Claim Header Provider in CSC CSC Process Form Form Type CSC Process Message CSC Message CSC Process Help Text CSC Help Text CSC Process Occurs When Describes Scenario that Could Cause CSC to Fail CSC Process Status Claim Status CSC Process COB COB Indicator Encounter Insurance Selection Case # Case Management Number Case Management > General tab Case Desc Case Management Description Case Management > General tab Filter 2 Use columns to filter data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Sorting Use columns to sort and group data on the repor

File Maintenance Help for NextGen® Enterprise 8

Non-Coordinated SIM Library Listing Report Columns

The Non-Coordinated SIM Library Listing report includes information from the Non-Coordinated SIM Library in File Maintenance. Information on the report pulls from the Non-Coordinated Service Item Library Maintenance window. The report includes the following information: Column Description Data Populates From Description Description Description field Crt Dt Create Date Who/When > Modification Information > Creation Date & Time field Created By Created By Who/When > Modification Information > Creator field Mod Dt Last Modified Date Who/When > Modification Information > Modified Date & Time field Modified By Last Modified By Who/When > Modification Information > Last Modified By field Filter 2 Use columns to filter data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Sorting Use columns to sort and group data on the report. Column sorting options include the following: Ascending Descending Group By Page Break Note: Columns

Help Guide for NextGen® Enterprise PM 8

Claim Status Report Filters

The following table lists the filters available in the Filter 1 section. Filter Description Claim Status Request Date The date range of the claim status request. Claim Status Response Date The date range of the claim status response. Claim Status Includes one or more of the following statuses selected in the report for the claims: Accepted Mixed Rejected Not Reported Pending You can use the following operators on columns in theFilter 2section to filter the data in the report: Between Equals Not Equals Greater Than Less Than Like You can use the Payer section to filter data on the report by payer name. You can use the Provider section to filter data on the report by Provider name. You can use the COLUMN filter in the Sorting section to sort and group data on the report. The column sorting options include the following: Ascending Descending Group By Page Break Note: The columns that are not available for Group By or Page Break are indicated by 'n/a'. You can use the column total options

Statement Exceptions Report Columns

Filter 2

Sorting

Totals

Recommendations

Statement Exceptions Report

Recalculation Results Report Columns

History/Non-History Status Report Columns

Consolidated Services Claim Report Columns

Non-Coordinated SIM Library Listing Report Columns

Claim Status Report Filters

Statement Exceptions Report

Recalculation Results Report Columns

History/Non-History Status Report Columns

Consolidated Services Claim Report Columns

Non-Coordinated SIM Library Listing Report Columns

Claim Status Report Filters