View a Voided Charge from the Patient Chart
Open
NextGen® Enterprise PM
.
Select
Chart
.
The
Patient Lookup
window opens.
Select the patient, and then select
Find
.
The
Patient Chart
window opens.
Select the
Encounters
tab.
Select the desired encounter.
Select the
Transactions
sub-tab.
All charges, voided charges, and transactions appear for the encounter.
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Help Guide for NextGen® Enterprise PM 8
Void a Charge with No Transactions
Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the patient and encounter. Select a charge that you want to void. Do one of the following: Select Void. Right-click and then select Void. A message appears stating that if you void the charge, the charge cannot be reversed. To void the charge, select OK. In the charge ledger, the voided charge is now crossed-out. The original charge amount and quantity are reversed using a system-generated Void Charge adjustment transaction code. The reversed amount appears in the Adjustment column of the ledger. To view the system-generated transaction, right-click on the charge and then select Expand All. A row appears below the voided charge showing the Void Charge adjustment transaction code and the voided amount in the Pat Amt column. The padlock icon indicates the transaction is locked and cannot be undone. Parent topic: Voiding Charges
Help Guide for NextGen® Enterprise PM 8
Void a Charge with Contract Auto-Adjustments
If there is a contract auto-adjustment on a charge, then you can void the charge and the auto-adjustment will be reversed. The contract auto-adjustment transactions are reversed regardless of the Allow Sign Override setting in the File Maintenance. Open the Charge Posting window for the desired encounter. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the encounter, and then select the charge with auto-adjustments. To void the charge, do one of the following: Select the Void button. Right-click the charge, and then select Void. A message appears stating that the charge has an auto adjustment and transactions applied. If voided, the charge cannot be reversed. To reverse the auto-adjustments and void the charge, select OK. The voided charge is now crossed-out. The original charge amount and quantity are reversed using a system-generated Void Charge adjustment transaction code. The reversed amount appears in the Adjustment column of the ledger. To vie
Help Guide for NextGen® Enterprise PM 8
View Outsourced Charges from the Patient Chart
Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the entered search criteria appear in the Matching Records section. Select Matching Records, and then double-click to open the patient. The Patient Chart window opens. Select the Financial tab. Select the encounter, and then double-click the encounter you want to view. The application displays the outsourcing information under the Outsource Agency and Outsource Date columns. Parent topic: Outsource Charges
Help Guide for NextGen® Enterprise PM 8
View Eligibility Information for a Patient
Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup.. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient and then select Open. The Patient Chart window opens. Select the Encounters tab. From the Encounters list, select an encounter with a payer attached. Access the patient's chart and select the Encounters tab. Select the Insurance tab. The eligibility information is located in the Verification section of the window. Parent topic: Viewing Insurance Information in Encounters
Help Guide for NextGen® Enterprise PM 8
Filter Encounters on the Patient Chart
You can narrow the list of encounters on the Financial tab under the Patient Chart to display only those that meet specific filter criteria. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup . The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select the Financial tab. All encounters for the patient are listed in the Financial Information section. To view encounters based on specific criteria, select Filter. The Filter Options window opens. Filter Options window Enter the search criteria, and then select Search. Encounters that match the search criteria appear in the Financial Information section under the Financial tab. To clear all selected filters, select Clear. To close the Filter Options window, select Close. Components of the
Help Guide for NextGen® Enterprise PM 8
Exempt Patient Encounters from Outsourcing
You can configure a patient chart so that charges on the patient's encounters are exempted from outsourcing to a collection agency. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup.. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Under Patient Information, select the Chart Details tab, and then select open folder . The Chart Details window opens. Select the Exempt from Outsourcing check box. Select OK. Parent topic: Viewing Patient Chart Details
