Viewing Encounter Information

Help Guide for NextGen® Enterprise PM 8

Viewing General Information in Encounters

Viewing General Information in Encounters Viewing General Information in Encounters The General tab under Encounters in the patient's chart displays general, provider, diagnosis, and guarantor information for the selected encounter. You can use the Encounters tab to do the following: Open an encounter to view the Encounter Maintenance window. Right-click an encounter to open the shortcut menu. Add or to modify an encounter. Add or modify encounter-level diagnosis codes for an encounter in the ICD-CM section. You can view the ICD-9 to ICD-10 mapping for the ICD-10 codes that have been attached to the patient for the encounter. Add or modify guarantor information for an encounter in the Guarantor section. View the existing case icon next to the encounter number in the Encounters section if Case Management has been enabled for your practice and a case is associated with the encounter. View the following if an encounter is marked as sensitive in NextGen® Enterprise EHR: The sensitive encou

File Maintenance Help for NextGen® Enterprise 8

NextGen® Enterprise PM Patient Information Bar Descriptions

The following tables provide additional descriptions for the Patient Demographic Information and Alerts section of PM Patient Information Bar. Use this table when setting up the PM Patient Information Bar Practice Preferences. Patient Demographic Information You can select up to three types of demographic information to display on the Patient Information Bar. Select this check box... To display... Default Guarantor The patient's default Guarantor from the Patient Chart > Patient Information tab > Relationship/Contact/Guar sub-tab. Preferred Language The patient's Preferred Language from the Patient Information window. Credit Card On File Y (Yes) or N (No) indicating whether the guarantor's credit card is on file on the Account Profile > Credit Card on File tab. Preferred Pronoun The patient's Preferred Pronoun from the Patient Information window. Patient Portal An icon indicating the patient's NextGen Patient Portal enrollment status. Primary Care Provider The patient's Primary Care Pr

Help Guide for NextGen® Enterprise PM 8

Eligibility Responses

The following sections explain the NextGen® Eligibility Verification Response received from the payer. The user interface for Real-Time Eligibility Response is informative and easy to navigate. Color codes and symbols make the data easy to understand and to confirm successful responses like Active, Inactive, and Limited. When a payer returns a Limited response, the message is advising providers to contact the payer with further verification. An example is an eligibility response record with a type 'V' (Cannot Process) is handled like type 'U' (Contact for Verification). You can view the latest successful eligibility response from the payer irrespective of having a pending status transaction for the specified time period (in days) as per user preference . To specify the number of days in the user preferences, go to NextGen Healthcare Success Community and download the latest Layout and User Preferences Guide for NextGen Enterprise PM, and refer to the Set General Preferences section. Yo

Help Guide for NextGen® Enterprise PM 8

Charge Posting Toolbar

The toolbar on the Charge Posting window includes icons that you can use to perform a variety of actions and functions when working with charges in NextGen® Enterprise PM. The following table describes the use of each icon available on the Charge Posting toolbar. Icons Name Description View Chart Opens the Patient Chart window for the selected patient. Recall Opens the Recall Plan Maintenance window to add a recall for a patient who has no existing recalls, or the Patient Recall window for a patient who has one or more existing recall. Encounter Maintenance Opens the Encounter Maintenance window for the selected encounter to add the encounter details. Encounter Insurance Opens the Encounter Insurance Selection window for the selected encounter to add insurance to an encounter. Patient Insurance - Encounter Opens the Patient Insurance – Encounter window for the primary payer on the selected encounter. Balance Control Opens the Balance Control window for the selected encounter. Patient B

Help Guide for NextGen® Enterprise PM 8

Add Insurance Verification Information to an Encounter

You can enter additional information for an insurance linked to an encounter in the Patient Insurance - Encounter window. This applies to primary, secondary, and tertiary payers. 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 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 the Encounters tab. From the Encounters list, select an encounter with a payer attached. Select the Insurance tab. In the Encounter Insurance section, select the payer. In the Verification section, select open record . The Patient Insurance - Encounter window opens. Patient Insurance Encounter Window Make the desired changes, and select OK. Parent topic: Viewing Insurance Information in Encounters

Help Guide for NextGen® Enterprise PM 8

Viewing Financial Information

Viewing Financial Information Viewing Financial Information You can view the patient's financial history by selecting the Financial tab of the patient chart. The Financial tab lists all the encounters that are associated with the patient and provides details of the payments received according to the primary, secondary, or tertiary insurances. Double-click an encounter in the list to expand the view to the charge level. For more information on adding charges to an encounter or billing an encounter, go to NextGen Healthcare Success Community, and download the latest Billing and Collections Guide for NextGen® Enterprise PM. Financial Tab Components of the Financial Information Details of the financial information in the Financial tab of the patient chart. Filter Encounters on the Patient Chart You can use the Financial tab in the patient chart to filter encounters. Print Fee Tickets You can use the Financial tab in the patient chart to print fee tickets on demand from the patient's chart.

Viewing Encounter Information

Recommendations

Viewing General Information in Encounters

NextGen® Enterprise PM Patient Information Bar Descriptions

Eligibility Responses

Charge Posting Toolbar

Add Insurance Verification Information to an Encounter

Viewing Financial Information

Viewing General Information in Encounters

NextGen® Enterprise PM Patient Information Bar Descriptions

Eligibility Responses

Charge Posting Toolbar

Add Insurance Verification Information to an Encounter

Viewing Financial Information