View Claim Status Results on the Patient Chart

Help Guide for NextGen® Enterprise PM 8

Import 277 Claim Status Updates

You can receive and view solicited and unsolicited 277 claim status updates. Payers, with whom you have arranged to send you claim status updates, periodically send you status files that you can locate and import using the Import Claim Status window. Select the File menu and select Processes > Claim Status Import. The Import Claim Status window appears. Do one of the following: To save the import to a folder, enter the path of the folder in the Claim Status Filename field. To view the claim status information, without importing the results, select Display Only. When you import the status result, the application checks to see if the status is associated with a current claim request. If it is, the application updates that claim request status with the newly imported status. The application displays the contents of the imported claim status in the Claim Status Import report. This report displays automatically immediately after you import the status file. Parent topic: 277 File

Help Guide for NextGen® Enterprise PM 8

View Claim Status Information on the QuickNote

Quicknotes are automatically added to the patient chart when a claim status is run. You can view solicited and unsolicited claim status results from the claim status batch in the quicknote attached to an encounter. Quicknotes are created only if the referenced 277 file finds the encounter ID and patient ID. Open a patient chart and select the Clinical History/Notes tab. In the Topics section, expand the Notes folder under the Chart Notes. Double-click the desired note. Alternatively, right-click the note and select Open. TheQuicknote window opens displaying the claim status information such as Patient Name, Encounter Number, Claim Number, Status Category Code, Status Code, Claim Payment Amount, and Message. Parent topic: Claim Status

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

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

Viewing Clinical History and Notes Information

In the Clinical History/Notes tab of the patient's chart, you can view encounter and chart related information for the patient arranged in different topics. You can do the following on the Topics and Details section of the Clinical History/ Notes tab of the Patient Chart window: Select a topic under Clinical History to view any stored information Print a claim status report from Clinical History View existing recall plans for the patient Create a note or quick note for the patient's chart Attach any note or quick note to mail Seal a note or quick note View order notes for NextGen® Optical Management orders Clinical History/Notes Tab Creating Patient Notes You can use three types of patient notes to record formal or informal information for the patient. Create Quicknotes You can use the Clinical History/Notes window to create a Quicknote. Parent topic: Patient Encounters and Financial History

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

View Claim Status Results on the Patient Chart

Recommendations

Import 277 Claim Status Updates

View Claim Status Information on the QuickNote

Open Claim Status Report from Clinical History/Notes

Resubmit Claim Request from Clinical History/Notes

Viewing Clinical History and Notes Information

Print Claim Status Report from Clinical History/Notes

Import 277 Claim Status Updates

View Claim Status Information on the QuickNote

Open Claim Status Report from Clinical History/Notes

Resubmit Claim Request from Clinical History/Notes

Viewing Clinical History and Notes Information

Print Claim Status Report from Clinical History/Notes