NextGen Knowledge Center

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.

  1. Open NextGen® Enterprise PM.
  2. From the Reports menu, select Accounts Receivable.
  3. Select Collections, and then select Collections Follow Up.
    The NextGen Report Filter window opens.
  4. Select Columns, and then select the desired columns to be included in the report.
  5. Select Filter 1, and then select the desired Follow Up Date range for the report.
  6. Select Filters, and then select any additional data that you want to generate on the report.
  7. Select Sorting, and then sort and group encounters by the Follow Up Date.
  8. To save changes and generate the report, select OK.
    The Collections Follow Up List preview window opens.
  9. On the report, double-click on an encounter.
    The Patient Chart, Encounters tab opens.
  10. Open the encounter.
    The Encounter Maintenance window opens.
  11. Select the Billing & Collections tab.
  12. Review Encounter Notes and any additional information that assists with follow-up and collections efforts on the encounter.
  13. Change the Follow Up Date and add Encounter Notes, if needed.
  14. To save changes and close the window, select OK.
  15. To return to the report, close the Patient Chart.