Viewing Account Properties Information

Help Guide for NextGen® Enterprise PM 8

Viewing Account Summary Information

You can view information associated with a patient's financial responsibilities on the Account Summary tab under the Account Profile window. The Account Summary section displays all the transactions, and the Summary Information section displays the totals for each encounter. You can filter the list of encounters in the Account Summary section using the same Filter Options window as the patient chart. You can use one or more of the following filter options: Rendering Physician Encounter Location Encounter Primary Payerr Tracking Description Encounter Statuss Date range Self-Balance Note: Two additional filter options Tracking Description and Show Account Unapplied Payments Only, are available for filtering the account summary Filter Options window. The filter criteria entry window opens when you hover over Filter. Filtering Options Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Managing Account Encounters Details

The Encounters Detail tab of the Account Profile window contains a list of all the encounters associated with a particular account. You can do the following on the Encounters Detail tab. View totals for accounts including the balance owed. View the total adjustments and charges for each of the patients. Filter encounters according to your preference. Pre-list encounters for sending to a collection agency and assigning a bad debt status. Reinstate encounters that have been previously pre-listed. Account Encounters Detail tab A folder appears for each patient under this guarantor. You can do the following to see more information for a selected encounter: Double-click the encounter to view the details of the encounter. Right-click in the first row of the Guarantor Information section to select the columns to display in the Guarantor Information section of the window. For more information on pre-listing and reinstating encounters go to NextGen Healthcare Success Community and download the

Help Guide for NextGen® Enterprise PM 8

Managing Account Notes Information

You can add, edit, delete, and view notes attached to the account on the Notes tab of the Account Profile window. You can attach additional notes, review history and view and edit the following on the Notes tab: Alert messages set up for the account Significant events Archived statements Tasks Forms Historical information Notes are categorized in different folders under the Folders section. You can select a specific folder to view all the associated notes in the Notes section. Account Notes tab Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Set up Statement and Collection Information for Accounts

The demographics information appears by default when you open the Properties tab under the Account Profile window for an employer account. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Accounts. The Account Lookup window opens. To search for a person account, enter the search criteria data, and then select Find. You can use different combinations of the search criteria to search for a person's account. Accounts that match the search criteria appear in the Account List section. Double-click a person account. The account profile for the account appears. The Properties tab becomes available and displays the current demographic information for the account. The Account Demographics section is automatically filled with information derived from the Employer master file. Account Profile Window In the Statements section under the Account Settings section, select your desired options for the account statements. A message appears for your confirmation to save the changes. Sele

Help Guide for NextGen® Enterprise PM 8

Person Accounts Overview

A person account is automatically created when the person is selected as the guarantor on a patient’s encounter for the first time, which results in statements generated for the person’s account that include encounters with outstanding self-pay balances. NextGen® Enterprise PM assigns each account a unique account number on the person's Account Profile window. The account number is also printed on statements sent to the guarantor. The Account Profile window for a person account includes the following tabs: Properties Encounter Detail Account Summary Credit Card on File Budget Notes Creating Person Accounts You can create a person account using the People Lookup and the Patient Lookup windows. Set Active Status for Accounts You can use the Account Profile window for a given patient to set an active account. Access Active Accounts You can use the Account Profile window to access an active account. Viewing Account Properties Information You can view account demographics, account settings,

Help Guide for NextGen® Enterprise PM 8

Adding Information to Person or Patient Profiles

You can enter the following data on the Demographics tab of the Add Person Information or Add Patient Information window, General Information that includes name, sexual profile, social security number, and birth date. Significant events are generated when a patient changes their gender identity, sexual orientation, or preferred pronoun. Contact Information that includes phone numbers, email address, and preferred contact methods. Demographic Information that includes marital status, student status, preferred language, religious information, and dental and primary provider. You can also enroll the patient in the Enterprise Chart feature. Insurance Information that includes insurers, authorizations, referrals, and eligibility inquiries. The optional and mandatory fields that appear on the Add Person Information or Add Patient Information window can be configured by the system administrator in the enterprise and practice preferences in File Maintenance. Viewing Patient Portal Enrollment S

Viewing Account Properties Information

Recommendations

Viewing Account Summary Information

Managing Account Encounters Details

Managing Account Notes Information

Set up Statement and Collection Information for Accounts

Person Accounts Overview

Adding Information to Person or Patient Profiles

Viewing Account Summary Information

Managing Account Encounters Details

Managing Account Notes Information

Set up Statement and Collection Information for Accounts

Person Accounts Overview

Adding Information to Person or Patient Profiles