View 'EDI Upload' Status in the Patient Chart

Help Guide for NextGen® Enterprise PM 8

View 'EDI Upload' Status in the Account Profile

To view the EDI Upload status for an archived Statement, Account Collection Letter or Budget Letter, do the following: Access the Account Profile for the desired guarantor. Select the Notes tab. From the Folders list on the left, do one of the following: Select the Statements folder. Select to expand the Letters folder and then select either the Budget folder or the Demand Account folder. Archived statements or letters for the guarantor are listed in the Notes pane on the right. The EDI Upload column displays one of the following: Y: The statement or letter was uploaded to NextGen EDI. N: The statement or letter was not uploaded to NextGen EDI. Blank: The Upload Export File to NextGen EDI check box was not selected when the statement or letter was generated. Parent topic: Viewing 'EDI Upload' Status

Help Guide for NextGen® Enterprise PM 8

View 'EDI Upload' Status on Reports

An EDI Upload column is available on the following reports in NextGen® Enterprise PM: Statement Run Report: Automatically generated when statements are processed. Budget Process Status Report: Automatically generated when budget letters are processed. Statements Report: Manually generated from the Reports > General menu. For more information, go to the NextGen Healthcare Success Community and download the Reports Guide for NextGen® Enterprise PM . To view the EDI Upload status for Statements or Budget Letters on the above reports, do the following: Generate the desired report. The report displays on the screen. From the report toolbar, select the Report Filter button. The Report Filter window opens. From the Settings List on the left, select Columns and then select the EDI Upload column. To regenerate the report, select OK. The report displays on the screen. The EDI Upload column displays one of the following: Y: The statement or letter was uploaded to NextGen EDI. N: The statement or

Help Guide for NextGen® Enterprise PM 8

Viewing 'EDI Upload' Status

When creating a statement or letter export file in NextGen® Enterprise PM, if the Upload Export File to NextGenEDI check box is selected, and valid login credentials are entered in Practice Preferences > NextGenEDI Upload, then the file automatically uploads to NextGen EDI in real-time as soon as it is created. When an upload is successful, the following occurs in NextGen® Enterprise PM: A message displays indicating the file was uploaded and received by NextGen EDI: Upload to NextGenEDI Successful; [File Name]; [File Size]. A copy of the Statement, Account Collection Letter or Budget Letter is archived in the Account Profile > Notes tab > Statements or Letters folder for each guarantor. A copy of the Appointment Reminder, Recall or Encounter Collection Letter is archived in the Patient Chart > Clinical History/Notes tab > Letters folder for each patient. The EDI Upload status is updated on the archived statement or letter. View 'EDI Upload' Status in the Account Profile You can check

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Recall Letters

Patients with recalls qualify for letters based on their expected Return Date and the Send 1st/2nd/3rd Letter n Days Prior setting for their Recall Plan in File Maintenance. For example, if a patient’s expected return date is 06/01/2016 and the recall plan is set up to generate the first letter 45 day prior, the patient qualifies and is added to a letter queue on 04/17/2016. Other patients may qualify and be added to the letter queue on a daily basis. Because of this, recall letters should be monitored and printed/exported regularly. The number of recall letters in the queue can be monitored from the Letters section on the Advisor window in NextGen® Enterprise PM. From the File menu, select Print Forms, then Letters, and then Recall Letters. The Recall Letters window opens. In the Recall Plan field, select the recall plans for which letters are to be printed/exported. Or leave blank to include all recall plans. In the Location field, select the locations for which letters are to be pri

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

View 'EDI Upload' Status in the Patient Chart

Recommendations

View 'EDI Upload' Status in the Account Profile

View 'EDI Upload' Status on Reports

Viewing 'EDI Upload' Status

Print or Export Batch Recall Letters

Open Claim Status Report from Clinical History/Notes

Resubmit Claim Request from Clinical History/Notes

View 'EDI Upload' Status in the Account Profile

View 'EDI Upload' Status on Reports

Viewing 'EDI Upload' Status

Print or Export Batch Recall Letters

Open Claim Status Report from Clinical History/Notes

Resubmit Claim Request from Clinical History/Notes