View Claim Status Information on the QuickNote

Help Guide for NextGen® Enterprise PM 8

Resubmit Claim Request from Clinical History/Notes

Before you begin Submit a claim status request for the encounter. After you submit a claim request, you can resubmit the same request from the Clinical History/Notes tab in the patient's chart. In NextGen® Enterprise PM, open the Patient Chart and select the Clinical History/Notes tab. From Topics, select Claims Status Result located under Chart Notes. The Details pane displays the claim status results attached to the patient. Right-click the desired encounter or claim number and select Claim Status Request. A message appears indicating that the application will process the claims and submit them in real time. It also indicates that you will experience pauses while it communicates with the server and the process can be lengthy depending on the number of claims selected. Select OK The system submits the claim status request. The request is added to the list in the Details pane. The Claim Status report opens displaying the following: Claim status response date and time. Statistical view

Help Guide for NextGen® Enterprise PM 8

Open Claim Status Report from Clinical History/Notes

Before you begin Submit a claim status request for the encounter. In theClinical History/Notes tab, Chart Notes > Claim Status Result under Topics list displays the list of claim requests submitted for the encounter. You can open and view the claim status report. In NextGen® Enterprise PM, open the Patient Chart and select the Clinical History/Notes tab. From Topics, select Claims Status Result located under Chart Notes. The Details pane displays the claim status results attached to the patient. Right-click the desired encounter or claim number and select Open. The Claim Status report opens displaying the following: Claim status response date and time. Statistical view of the claim status (accepted or rejected), bill amount, and paid amount. Collapsed view of the claim status requested for the encounter. Note: To view the detailed report of the claim status, select and expand the claim. Parent topic: Claim Status

Help Guide for NextGen® Enterprise PM 8

Print Claim Status Report from Clinical History/Notes

Before you begin Submit a Claim Status request for the encounter. In NextGen® Enterprise PM, open the Patient Chart and select the Clinical History/Notes tab. Select Topics > Chart Notes > Claims Status Result. The Details pane displays the claim status results attached to the patient. Right-click the desired encounter or claim number and select Print. The Print window opens. Set the printer preferences and select Print. The selected printer prints the report. Parent topic: Claim Status

Help Guide for NextGen® Enterprise PM 8

Open Claim Status Report from Encounter

Before you begin Submit a claim status request for an encounter. In NextGen® Enterprise PM, do one of the following to open the Encounter Lookup window. On the toolbar, select Encounter. From the Tasks menu, select Lookup > Encounters. The Encounter Lookup window opens. Enter the search criteria to find the desired encounters and select Find. The Encounter List section displays the encounters matching the search criteria. Double-click the desired encounter. The Encounters tab on the Patient Chart opens displaying the details of the encounter. The Claim Status section displays the eligibility verification claim status details such as the claim status date and claim status result. The claim status result is a link. Select the claim status result link in Status. The Claim Status report opens displaying the following: Claim status response date and time. Statistical view of the claim status (accepted or rejected), bill amount, and paid amount. Collapsed view of the claim status requested f

Help Guide for NextGen® Enterprise PM 8

Resubmit Claim Status Request from Encounter Claim Request

Before you begin Submit a claim request for an encounter. The Encounter Claim Request window enables you to resubmit a claim status request. In NextGen® Enterprise PM, do one of the following to open the Encounter Lookup window. On the main toolbar, select Encounter. From the Tasks menu, select Lookup > Encounters. The Encounter Lookup window opens. Enter the search criteria to find the desired encounter and select Find. The Encounter List section displays the encounters matching the search criteria. Double-click the desired encounter. The Patient Chart opens displaying the encounter details on the Encounter tab. Do one of the following. In the Encounters list, right-click the desired encounter and select Claims. Select Claims on the taskbar. On the Tasks menu, select Lookup > Claims. The Encounter Claims Request window opens displaying the claim request for the selected encounter. Right-click the claim request and select Claim Status Request. A message appears stating that the applica

Help Guide for NextGen® Enterprise PM 8

Open Claim Status Report from Reports Menu

Before you begin Submit a claim request for a encounter. In NextGen® Enterprise PM, select Reports > General > Claim Status. The Claim Status report opens. The Columns filter in the Configuration Options list opens by default. Select the columns that need to appear on the report and select Refresh Report. The Claim Status report opens displaying the following: Claim status response date and time. Statistical overview of the claims (accepted and rejected), billed amount, and paid amount. Collapsed view of the list of the claims whose status is requested for. Note: To view the details of the claim status, select and expand the desired claim. Parent topic: Claim Status

View Claim Status Information on the QuickNote

Recommendations

Resubmit Claim Request from Clinical History/Notes

Open Claim Status Report from Clinical History/Notes

Print Claim Status Report from Clinical History/Notes

Open Claim Status Report from Encounter

Resubmit Claim Status Request from Encounter Claim Request

Open Claim Status Report from Reports Menu

Resubmit Claim Request from Clinical History/Notes

Open Claim Status Report from Clinical History/Notes

Print Claim Status Report from Clinical History/Notes

Open Claim Status Report from Encounter

Resubmit Claim Status Request from Encounter Claim Request

Open Claim Status Report from Reports Menu