View and Resubmit Cost Estimations

Help Guide for NextGen® Enterprise PM 8

Generate Cost Estimation

The default information appearing on the Estimate Patient Cost window depends on the source of the cost estimation. You can specify the necessary data such as provider information, service location, service type, service items, and units of service items required for estimating cost. Additionally, you can keep notes and assign diagnosis codes. In NextGen® Enterprise PM, select Est Patient Cost on the toolbar. The People Lookup window opens. Double-click to select a person. The Modify Person Information window opens. You can make necessary changes to the person record and then select Ok. The Estimate Patient Cost window opens for the selected person or patient. On the Estimate Patient Cost window, to select the payer in the Payer Selection section, do one of the following: Note: Payer Selection is a required field. If the person or patient wants to use insurance coverage for the services, select a payer from the list. Note: You can select only one payer from the list. If you select a pa

Help Guide for NextGen® Enterprise PM 8

Estimate Patient Cost Fields

The following table describe the fields that display patient and guarantor demographic information, list of payers, provider, location, and service type for estimating patient cost on the Estimate Patient Cost window. Field Description Enables you to select a person or patient record. If you have not selected a person or patient record, a search window opens where you can select the patient or person. If you have already selected a patient or person record, the Modify Patient Information window opens. Opens the account, patient chart, or patient balance based on your selection. The menu displays the following options: Account: Opens the patient's account profile. If the selected patient does not have an account, the demographic information opens where you can create the account profile for the selected patient or person. Chart: Opens the chart of the selected patient. If the person does not have a chart, the demographic information opens and you can create a chart for the person. Patie

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for an Appointment

You can estimate the patient cost for an appointment with any status such as Expected, Kept, Cancelled, No Show, and Pending. You can also do cost estimation for an appointment with event SIM codes or an appointment with an encounter. Note: Cost estimation can only be completed for one appointment at a time. You can initiate cost estimation from the following: The Appointment Lookup window. You can open the Appointment Lookup window by selecting ApptList on the toolbar or selecting Tasks > Lookup > Appointments. Using the search criteria, you can find the appointment list of a specific person or patient. You can right-click the desired appointment and select Estimate Patient Cost. The appointment book. To open an appointment from the appointment book, you can select ApptBook on the toolbar or select Tasks > Appt Book. In the appointment book that opens, you can right-click the specific appointment and select Estimate Patient Cost. By default, the following details are displayed on the

Help Guide for NextGen® Enterprise PM 8

Estimating Patient Cost

In NextGen® Enterprise PM, the Estimate Patient Cost window enables you to specify the inputs required for calculating the patient and insurance responsibility amounts for services planned or rendered. You can initiate cost estimation from: The People Lookup window for a person. The Patient Lookup window for a patient. The Appointment Lookup window or the appointment book for an appointment or event. The Encounter Lookup window or the Encounters tab on the Patient Chart window for an encounter. The Estimation Results in the Clinical History/Notes tab on the Patient Chart window. When you initiate the cost estimation, the Estimate Patient Cost window opens: Every time you specify and submit data on the Estimate Patient Cost window, a new cost estimation record will be created with a unique cost estimation ID. Multiple cost estimates can be created for one person, patient, appointment, or encounter. Estimate Patient Cost Fields Details are provided for the fields that define the distribu

Help Guide for NextGen® Enterprise PM 8

Custom Tooltip Items

The following table describes the custom tooltip items and from where the data gets filled for each tooltip item. Custom Tooltip Item Data Populates From Appointment Date The information fills in from the Edit Appointment window. Appointment Begin Time The information fills in from the Edit Appointment window. Appointment Event The information fills in from the Edit Appointment window. Appointment Duration The information fills in from the Edit Appointment window. Appointment Resources The information fills in from the Edit Appointment window. Appointment Details The information fills in from the Edit Appointment window. Appointment User Defined 1 - 4 The information fills in from the Edit Appointment window. Note: Field names are from Appt Scheduling tab of the Practice Preferences window. Appointment User Defined 5 - 8 The information fills in from the Edit Appointment window. Note: Field names are from Appt Scheduling tab of the Practice Preferences window. Appointment Confirmed? Th

Help Guide for NextGen® Enterprise PM 8

Estimation Results in Patient Charts

On the Clinical History/Notes tab in a patient's chart, you can select Topics > Estimation Results . Estimation Results displays the cost estimates done for the patient. When a chart is created for a person and the person becomes a patient in the practice, the patient's completed estimates as well as the newly submitted estimates are displayed in the estimation results. Note: The estimation results do not display the estimates for a person without a chart. The estimation results display the following cost estimation details. Estimate Date Cost Estimate ID Service Date Payer Name/Self Pay Service Type Service Item Estimate Charge Estimate Allowed Estimate Patient Amount Patient Agrees To Pay Patient Paid Amount Event Encounter Status Created By Create or Open Cost Estimations from Estimation Results You can create or open a cost estimate from the estimation results in chart of a patient. Parent topic: Pre-Services Cost Estimation

View and Resubmit Cost Estimations

Recommendations

Generate Cost Estimation

Estimate Patient Cost Fields

Cost Estimation for an Appointment

Estimating Patient Cost

Custom Tooltip Items

Estimation Results in Patient Charts

Generate Cost Estimation

Estimate Patient Cost Fields

Cost Estimation for an Appointment

Estimating Patient Cost

Custom Tooltip Items

Estimation Results in Patient Charts