View Outsourced Charges from the Patient Chart

Help Guide for NextGen® Enterprise PM 8

Outsource Charges for Multiple Payers

To outsource charges for multiple payers, ensure to enable outsourcing in the Practice Preferences window by selecting Enable outsourcing on the General Preference List. Open NextGen® Enterprise PM. Select File > Processes > Outsource Charges. The Outsource Process window opens. On the General tab, enter the required search criteria. Select the Payer tab. Select the Open Record icon. The Payers window opens. Select the blue arrow button to move the desired payers from the Available section on the left to the Included section on the right. To save changes and close the window, select OK. To find all charges that match the selected General tab and Payer tab parameters, select Find. The search results display in the Charges section. Select the check box on the left for all charges to be outsourced. Do one of the following: To generate and view a report for the selected charges, select Report. To outsource the selected charges, select Outsource. To cancel the outsource process, select Clos

Help Guide for NextGen® Enterprise PM 8

View Previously Outsourced Charges

NextGen® Enterprise PM searches for charges that have already been outsourced and displays them in the search criteria. You can generate a report based on the result of your search criteria. Open NextGen® Enterprise PM. Select File > Processes > Outsource Charges. The Outsource Process window opens. On the General tab, select the required search criteria, and then select the Outsourced charges only check box. Selecting this check box limits the search to charges that are already outsourced. Note: When you select the check box, the Outsource button changes to the Reset button. Select Find. The search results appear. To generate and view a report for the previously outsourced charges, select Report. To clear the search criteria to perform another search, select Reset. Parent topic: Outsource Charges

Help Guide for NextGen® Enterprise PM 8

Outsource Charges

To outsource a charge, ensure to enable outsourcing in the Practice Preferences window by selecting Enable outsourcing on the General Preference List. Outsourcing charges remove the outstanding balances from the accounts receivable by the practice. Note: The application does not provide the option to outsource charges for encounters with a Bad Debt status. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter Search Criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria entered display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Encounters tab. Right-click on the encounter, and then select Outsource charges. The Outsource Process window opens. In the Search Criteria section, select Outsource Agency, Department, Financial Class, and Provider fields from the list. Enter the Outsource Date,

Help Guide for NextGen® Enterprise PM 8

Exempt Patient Encounters from Outsourcing

You can configure a patient chart so that charges on the patient's encounters are exempted from outsourcing to a collection agency. 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 then 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. Under Patient Information, select the Chart Details tab, and then select open folder . The Chart Details window opens. Select the Exempt from Outsourcing check box. Select OK. Parent topic: Viewing Patient Chart Details

Help Guide for NextGen® Enterprise PM 8

View a Voided Charge from the Patient Chart

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Select the patient, and then select Find. The Patient Chart window opens. Select the Encounters tab. Select the desired encounter. Select the Transactions sub-tab. All charges, voided charges, and transactions appear for the encounter. Parent topic: Voiding Charges

Help Guide for NextGen® Enterprise PM 8

Open Previous Patient Records

When working with multiple patients, you can access a recently accessed patient chart without performing a chart lookup. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then 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 open menu Open Menu icon and select Access Previous Patient. The most recently opened patient chart list appears. Select the patient record you want to open from the list. The selected patient's chart opens. Parent topic: Viewing Patient Demographics Information

View Outsourced Charges from the Patient Chart

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