Use the Collections Follow Up Report

Help Guide for NextGen® Enterprise PM 8

Use the Collections Follow Up Report

The Collections Follow Up report track encounters on the Billing & Collections tab of the Encounter Maintenance window. The report has drill-down functionality with direct access to encounters in patient charts. If the Follow Up Date on an encounter is changed or removed, the patient is crossed-out on the report indicating the encounter has already been reviewed. Open NextGen® Enterprise PM. From the Reports menu, select Accounts Receivable. Select Collections, and then select Collections Follow Up. The NextGen Report Filter window opens. Select Columns, and then select the desired columns to be included in the report. Select Filter 1, and then select the desired Follow Up Date range for the report. Select Filters, and then select any additional data that you want to generate on the report. Select Sorting, and then sort and group encounters by the Follow Up Date. To save changes and generate the report, select OK. The Collections Follow Up List preview window opens. On the report, doub

Help Guide for NextGen® Enterprise PM 8

Collections Follow-Up Report

This is an encounter level report that you can use as a collection work list. For an encounter to appear on this report, you must go to the Collections tab of the Encounter Maintenance window, and then select the Follow-Up check box and enter a Follow-Up Date. The special feature of this report is that if the follow-up date is changed, the report on screen displays the patient's encounter with a strike-through, or "crossed off", indicating the encounter has been worked. The report has "drill-down" functionality that enables you to double-click on a record to access the Encounter Maintenance window directly from the report. This report can also be run to include Rendering Providers. For information on running this report based on Rendering Providers, refer to Other Reporting Filters in this section. The report is sorted by location name, patient name, encounter date and encounter number. Totals are for encounter balance, with a subtotal for each patient within each location, subtotal fo

Help Guide for NextGen® Enterprise PM 8

Collections Follow-Up Report

This is an encounter level report that you can use as a collection work list. For an encounter to appear on this report, you must go to the Collections tab of the Encounter Maintenance window, and then select the Follow-Up check box and enter a Follow-Up Date. The special feature of this report is that if the follow-up date is changed, the report on screen displays the patient's encounter with a strike-through, or "crossed off", indicating the encounter has been worked. The report has "drill-down" functionality that enables you to double-click on a record to access the Encounter Maintenance window directly from the report. This report can also be run to include Rendering Providers. For information on running this report based on Rendering Providers, refer to Other Reporting Filters in this section. The report is sorted by location name, patient name, encounter date and encounter number. Totals are for encounter balance, with a subtotal for each patient within each location, subtotal fo

Help Guide for NextGen® Enterprise PM 8

Enter an Encounter Follow-up Date

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the entered search criteria display in the Matching Records section of the window. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Follow Up Date field, and then enter a future date. The Follow Up option automatically enables the encounter to include in the Collections Follow Up report. Select OK. Parent topic: Collections

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Encounter Note

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria entered display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Encounter Notes section, do one of the following: To add a note, select the Open Menu icon and select New. To modify an existing note, select the item in the list, select Open Menu, and then select Open. The Patient Notes window opens. In the Subject and Note Entry fields, do one of the following. Enter a free-text subject and note. In the User Note Description field, select one or more pre-defined notes, and then select the arrow button to add the sel

Help Guide for NextGen® Enterprise PM 8

Send an Encounter Collection Letter

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria entered display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. Select the letter in the Collection Letter field. The Send Collection Letter check box is automatically selected. The letter is included in the next batch of Encounter Collection Letters. Note: The letters available for selection are created as Demand Encounter letters in File Maintenance. To save changes and close the window, select OK. Parent topic: Collections

Use the Collections Follow Up Report

Recommendations

Use the Collections Follow Up Report

Collections Follow-Up Report

Collections Follow-Up Report

Enter an Encounter Follow-up Date

Add or Modify an Encounter Note

Send an Encounter Collection Letter

Use the Collections Follow Up Report

Use the Collections Follow Up Report

Collections Follow-Up Report

Collections Follow-Up Report

Enter an Encounter Follow-up Date

Add or Modify an Encounter Note

Send an Encounter Collection Letter