View Alternate Payer Details for an Encounter

Help Guide for NextGen® Enterprise PM 8

Significant Events for Encounters

Once enabled, significant event messages are recorded in the Patient Chart > Clinical History/Notes tab when the event occurs. Significant Event messages for encounters include the following: Encounter Accessed Encounter Alternate Diagnosis Mapped Encounter Bad Debt Status has reached $0 Balance Encounter Bill Printed Encounter Charge Alternate Diagnosis Mapped Encounter Charge Deleted Encounter Collections Agency Change Encounter Deleted Encounter Diagnosis Viewed Encounter Field Modified Encounter Guarantor Changed Encounter Insurance Deleted Encounter Insurance Re-Ordered Encounter Locked Encounter Lookup Criteria Encounter Rate Adjustment Reversed Encounter Rate SIM and Amount Removed Encounter Status Change Encounter Unlocked Enable Significant Events for Encounters There may be modifications made to patient encounters. To track these modifications, you must enable the appropriate significant events. View Significant Events for Encounters Significant events are enabled to view mod

Help Guide for NextGen® Enterprise PM 8

Encounters in NextGen® Enterprise PM

An encounter is an interaction between a patient and a provider in the practice on a specific date and time. In NextGen® Enterprise PM, office encounters are typically created from the appointment book when each patient checks in for their appointment. Facility encounters that are not related to an appointment, such as hospital and nursing home visits, can be created from the patient's chart. Clinical information related to a specific encounter is documented by the provider in NextGen® Enterprise EHR. Financial information, such as charges, billing and transactions, is entered on that same encounter by users in NextGen® Enterprise PM. The Encounters tab on Patient Chart lists all encounters for a patient, and the Encounters Detail tab on Account Profile lists all encounters for a guarantor. For more information on encounters in NextGen® Enterprise EHR, go to the NextGen Healthcare Success Community and download the Layout and Preferences Guide for NextGen® Enterprise EHR. Encounter Sta

Help Guide for NextGen® Enterprise PM 8

Add Insurance Verification Information to an Encounter

You can enter additional information for an insurance linked to an encounter in the Patient Insurance - Encounter window. This applies to primary, secondary, and tertiary payers. 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. Select the Insurance tab. In the Encounter Insurance section, select the payer. In the Verification section, select open record . The Patient Insurance - Encounter window opens. Patient Insurance Encounter Window Make the desired changes, and select OK. Parent topic: Viewing Insurance Information in Encounters

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

Allow Encounter Payers to Differ on a Case

To allow encounters attached to a case to have different payers, you must enable this feature on the General tab of Practice Preferences window. Access the Practice Preferences and select the General tab. Select Allow encounter payers to differ when case is attached to enable users to change the payers that are selected on the Encounter Insurance Selection window in NextGen® Enterprise PM. Select OK. Parent topic: Case Management Setup

Help Guide for NextGen® Enterprise PM 8

Billing an Individual Encounter

An individual encounter can be billed from the following areas in NextGen® Enterprise PM. Encounter Lookup Patient Chart Charge Posting Payment Entry Bill an Individual Encounter from Encounter Lookup You can bill an individual encounter from the Encounter Lookup window. Bill an Individual Encounter from the Patient Chart You can bill an individual encounter from the Patient Chart window. Bill an Individual Encounter from the Charge or Payment Window You can bill an individual encounter from the Charge Posting or Payment Entry window. Parent topic: The Billing Process

View Alternate Payer Details for an Encounter

Recommendations

Significant Events for Encounters

Encounters in NextGen® Enterprise PM

Add Insurance Verification Information to an Encounter

View Eligibility Information for a Patient

Allow Encounter Payers to Differ on a Case

Billing an Individual Encounter

Significant Events for Encounters

Encounters in NextGen® Enterprise PM

Add Insurance Verification Information to an Encounter

View Eligibility Information for a Patient

Allow Encounter Payers to Differ on a Case

Billing an Individual Encounter