UnBilled Encounters Report

Help Guide for NextGen® Enterprise PM 8

Billed Encounters Report

The Billed Encounters report is encounter based and shows every billed encounter for a specified date range. It displays the data under the primary payer or financial class on the encounter. For charges to show on the report, the charge must meet the criteria selected on all filters. Note: This report is identical to the Daily Encounters and Unbilled Encounters reports. The only difference is that each report has different encounter statuses pre-selected on Filter 1. There are several configurable filters available on the Settings List of the Report Filter window. Select the desired filters to narrow the data on the report. The report has "drill-down" functionality that enables you to double-click on a record to access the Patient Chart window directly from the report. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable then select Billed Encounters. From the Report Filter window, select the Info button to view the following informatio

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Encounter Report

The Aging Analysis by Encounter report is an encounter-based report that shows the total outstanding balance for each encounter by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the encounter status over time is not stored. Therefore, if using the Process Date filter, select all encounter statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Enc Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Enc Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in Next

Help Guide for NextGen® Enterprise PM 8

Unapplied Amounts by Account, Invoice, and Encounter Report

The Unapplied Amounts by Account, Invoice, and Encounter report lists any unapplied patient payments that exist at the account, invoice, or encounter level. The report is sorted by practice, then by location, and then by encounter/account/invoice number. The Filter 1 tab enables you to specify a date range that includes records based on the following dates: Posting Date Process Date Transaction Date Note: The total unapplied shows as a negative amount, since it decreases the encounter, account, or invoice balance. NextGen Healthcare recommends decreasing the unapplied amounts as much as possible before you run monthly reports. This keeps the information for aging categories, providers and financial classes accurate for reporting. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable and then select Unapplied Amounts by Account, Invoice, and Encounter. From the Report Filter window, select the Info button to view the following information

Help Guide for NextGen® Enterprise PM 8

Multiple Encounter Rates Per Day Report

The Multiple Encounter Rates Per Day report enables you to track and report on patients that have multiple same day/same payer encounters where Encounter Rate Billing may have applied an encounter rate SIM code and dollar amount to more than one encounter for the day. Note: This report is available only if Encounter rate billing is enabled in Enterprise Preferences > General tab. Data on the report can be filtered using options available on the Report Filter window: Filter 1 options include Encounter Date range, Payer Type, and the ability to include or exclude Encounter Rate Billing Statuses for primary and/or secondary encounter rate payers. The Encounter Rate Billing Status is updated for encounters on Encounter Maintenance > Billing & Collections tab during the billing process. Statuses include the following: Undecided Multi Yes Multi No ER Applied Exempt Non ER Payer Filter 2 options include Between, Equals, Not Equals, Greater Than, Less Than and/or Like filters that can be used

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Line Item Report

The Aging Analysis by Line Item report is a line item-based report that shows the total outstanding balance for each charge by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the charge status over time is not stored. Therefore, if using the Process Date filter, select all charge statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Charge Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Charge Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in NextGen®

Help Guide for NextGen® Enterprise PM 8

Contractual Analysis Report

The Contractual Analysis report is used as an internal audit to ensure that the contracts and contract exception fee schedule agreements your practice has with various payers are set up correctly and are being met by the payers. When the report is generated, there are several values displayed that enable you to compare your contract fee schedules, which are defined in the Contracts Library, to the actual payment and adjustment amounts that were posted against each line item during payment entry. This comparison enables you to find cases in which an expected contract amount does not match an actual payment amount received from a payer. In addition, this report has the same flexibility as the other reports in the application. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Aging Analysis, and then select Contractual Analysis. From the Report Filter window, select the Info button to view the following information about th

UnBilled Encounters Report

Recommendations

Billed Encounters Report

Aging Analysis by Encounter Report

Unapplied Amounts by Account, Invoice, and Encounter Report

Multiple Encounter Rates Per Day Report

Aging Analysis by Line Item Report

Contractual Analysis Report

Billed Encounters Report

Aging Analysis by Encounter Report

Unapplied Amounts by Account, Invoice, and Encounter Report

Multiple Encounter Rates Per Day Report

Aging Analysis by Line Item Report

Contractual Analysis Report