Viewing Process Date for Automatic Adjustments

Help Guide for NextGen® Enterprise PM 8

Using Process Date Override

You can use the Auto Close process to override the process date on charges and transactions. The Autoclose process functions only if all charges or transactions for the current financial period are entered and processed before any charges or transactions are entered for the next financial period. You can use the following process flow for the Auto Close option in NextGen® Enterprise PM: Turn off the Auto Close process for the last few days of the month. Turning the Auto Close process off keeps the month open until all charges and transactions are entered for the financial period. Perform a manual close when you are ready to close the financial period. Turn on the Auto Close process for the new financial period. For information on activating Auto Close, go to the NextGen Healthcare Success Community and download the Practice Workflow User Guide for NextGen® Enterprise PM. Parent topic: Viewing Transaction Dates

Help Guide for NextGen® Enterprise PM 8

Viewing Transaction Dates

All transactions including payments, adjustments, and refunds can have the following dates associated with them: Transaction Date The transaction date is the date on which the payment is received. This date defaults from the Default Date selected in the Batch Maintenance window. You can modify the transaction date before the batch is posted. The transaction date cannot be modified after the batch has been posted. Post Date The post date is the date on which the transaction batch is posted. The post date is the system date and users cannot be modified. Process Date The Process date is the date recorded during the practice closing process. You can modify the process date before the batch is posted. The process date cannot be modified after the batch has been posted. The process date could be the following: The process date is same as the post date for Auto Close if not overridden by a backdate in the Batch Maintenance window. The process date is the Current Process Date displayed on the

Help Guide for NextGen® Enterprise PM 8

Process Date for Automatic Adjustments

If the charge Process Date is overridden during charge posting and there is a Contract linked to the patient’s insurance that is set up in File Maintenance to Automatically Adjust Charges, the process date on the automatic adjustment will be the same as the process date entered for the charge. If the charge Process Date is overridden during charge posting and there is a Sliding Fee Schedule linked to the patient that is set up in File Maintenance to make automatic adjustments based on family size and income, the process date on the automatic adjustment will be the same as the process date entered for the charge. If the charge Process Date is overridden during charge posting and there is a Charge Discount Adjustment applied to the line item or encounter, the process date on the adjustment transaction will be the same as the process date entered for the charge. For all automatic adjustments listed above, if the Process Date on the charge is modified after the adjustment has been applied

Help Guide for NextGen® Enterprise PM 8

Automatic Adjustments Overview

You can apply automatic adjustments at the time of charge posting to adjust the difference between the charge amount for a procedure and the allowed amount for the payer. Charge Amount - Allowed Amount = Adjustment Amount When you enter and save a charge on the Charge Posting window, the Contract can be linked to the payer (insurance) on the charge. If there is a contract linked to the payer, the CPT4 code for the charge is included in the Fee Schedule set up within the contract and the Automatically adjust charges option is enabled in the setup of the contract, then the automatic adjustment is applied to the charge. Automatic Adjustments - Additional Information You can use some additional information while working with automatic adjustments. Contract Automatic Adjustment Contract Adjustments on Charges with Calculated Amounts Reversing Automatic Adjustments You can reverse automatic adjustments on the Reverse Automatic Adjustments window. Reverse and Correct Auto-Adjustments after a

Help Guide for NextGen® Enterprise PM 8

Automatic Adjustments - Additional Information

The following are some additional details about the automatic adjustments: An auto-adjustment transaction has a Posted status with a source of Manual Entry, and a tracking description of Auto Adjustment Batch. This batch is not accessible, and therefore the transaction cannot be modified. If you delete a charge with an associated auto-adjustment, the adjustment transaction is also deleted. The Transaction Date, Post Date and Process Date on an auto-adjustment are the same as the Create Date on the charge. If the charge is entered today and the auto-adjustment is applied today, the charge create date and the transaction dates are the same. If you enter an Override price on a charge, an auto-adjustment is applied to the charge when the Allow auto adj when charge amt overridden option is enabled in Practice Preferences > Charge Entry tab. If the Rendering provider on the charge is a non-participating provider for the contract, an auto-adjustment is not applied to the charge. If you do not

Help Guide for NextGen® Enterprise PM 8

Automatic Adjustments

The Automatic Adjustments section enables you to automatically adjust charges to the expected allowed amount at the time they are entered. This section is used in conjunction with the Fee Schedule tab. Field Automatic Adjustments Descriptions Automatically adjust charges Select this check box so that adjustments are automatically made for the items at the time charges are entered on the Charge Posting window. This check box enables the remaining fields in the section. Adjustable Allowed Amount Select this check box to determine the write off (auto adjustment) based on the patient co-pay plus the contract reimbursement amount. If you select this option, the Co-Pay Origin field changes to Reimbursed and, on the Fee Schedule tab, the Allowed column becomes disabled. Default Auto-Adj Transaction Select the transaction code to associate with the automatic transactions. Note: The codes listed are set up in the Transaction Codes master file as an Adjustment type and have the source as Third p

Viewing Process Date for Automatic Adjustments

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Using Process Date Override

Viewing Transaction Dates

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Automatic Adjustments Overview

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Viewing Transaction Dates

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Automatic Adjustments - Additional Information

Automatic Adjustments