837 Electronic File Creation Window

Help Guide for NextGen® Enterprise PM 8

837 Electronic File Creation - File Options and Pending Electronic Claims

The File Options and Pending Electronic Claims section of this window display on the General, Advanced, and Practices tab. File Options - you can identify the electronic file name, the batch type, create a report, create a test file, and update claim requests as they are processed. Pending Electronic Claims - This section displays the claims that match the search results entered on the General, Advanced, or Practices tab. You can select the claims to include in the electronic file. File Options Section This section of the window includes fields for identifying the file name and batch type. Also, you can run a report, update claim requests as processed, or create a test file. Use the following table to enter data in the fields in this section of the window. Menu Item Description Send Filename (required) To name the EDI file and the path to save the file, select the open folder icon . Browse to the desired location and then name the file. Batch Type (required Select the batch type. Prod

Help Guide for NextGen® Enterprise PM 8

Create an 837 Electronic File

Use the General tab to search for claims by form type, claim type, CPT4 codes, and by date. To access this window, select the EDI File toolbar button. The 837 Electronic File Creation window opens. On the General tab use the following table to identify your search criteria. Field Description Submitter Profile Library (required) Select the applicable submitter profile library. Pending claims that were created with this submitter profile attached to the payer will be returned in the search. The 837 electronic files are created based on submitter profiles because the settings in the submitter profile are specific to the payer, which maintains HIPAA compliancy. Claim Form (required) Select one of the following claim forms: 1500 ADA (Dental) UB. You can only include one claim form type in an 837 electronic file. This corresponds to the submitter profile option, Number of functional groups per file. Claim Type Select the claim type to narrow the search for pending claims based on the claim t

Help Guide for NextGen® Enterprise PM 8

837 Electronic File Creation Window Practices Tab

s Practices Tab Field Description Practices List window Select the Open Record icon to display the Practices window, which allows you to include and exclude practices from the search criteria for pending claims. The ability to include or exclude practices is not limited by the Association feature for the Secure People Lookup function. Search functionality for creating 837 electronic files is available across all practices. All Practices Enable this check box to include all practices in the search criteria for pending claims. Note: If the system-level 837 Elect File Creation Search Filter Changed significant event is enabled, selections or changes made in the following fields on the Practices tab are included in the significant event message that is recorded when a user creates the electronic claim file: Practices added, All Practices. Parent topic: 837 Electronic File Creation Window

Help Guide for NextGen® Enterprise PM 8

Search for 837 Electronic Claims

Use the Advanced tab to create a search query for encounters by payer, patient name, rendering provider, financial class, report transmission code, ERA posted charges only, or location. The query you create, will return a list of pending electronic claims that match the search criteria. Select the EDI File button on the tool bar. The 837 Electronic File Creation window opens. Use the following table to enter search criteria on the Advanced tab: Field Description Payer Select a payer to narrow the search for pending claims. When a specific payer is selected, the search returns pending claims based on the submitter profile and claim form criteria, as well as the specific payer that was selected. This search field is beneficial if you want to create an 837 file for a single payer, but the submitter profile has been attached to more than one payer. Last Enter the first few characters or the last name of the patient to narrow the search for pending claims. First Enter the first few characte

Help Guide for NextGen® Enterprise PM 8

837 Electronic File Creation Window

Use the 837 Electronic File Creation window to identify search criteria for claims that you want to send in an electronic file. This window has the following tabs: General, Advanced, and Practices. Each tab contains the File Options and Electronic Claims sections. File Options and Pending Electronic Claims Sections These sections display on each of the tabs for the 837 Electronic File Creation window. File Options - you can select the file for data transfer, identify the batch type, create a report, update claim requests, and send a test file. Pending Electronic Claims - displays the claims that match the search criteria on the active tab. General, Advanced, Practices, File Options, and Pending Electronic Claims Refer to the following topics for information about the fields on this window: 837 Electronic File Creation - General Tab 837 Electronic File Creation - Advanced Tab 837 Electronic File Creation Window Practices Tab 837 Electronic File Creation - File Options and Pending Electr

Help Guide for NextGen® Enterprise PM 8

Create an EDI File by Claim Type, CPT4 Code or Date

To create an EDI file by claim form, claim type, CPT4 code, or begin and end date, use this procedure. Select the EDI File toolbar button. The 837 Electronic File Creation window opens. Complete the following required fields: Submitter Profile Library Claim Form Send File Name Batch Type To further refine your search, enter data in the applicable fields. Enable any of the following check boxes to update claims, create a report, or send a test file: Update claim requests as processed Report results - to display the report after it is processed. Use test code in REF02 trans type segment Select Find. In the Pending Electronic Claims section select the claims to include in the EDI file. Select Process. The Electronic Send report generates and automatically displays when the Report Results check box is enabled. Parent topic: 837 Electronic File Creation Window

837 Electronic File Creation Window

File Options and Pending Electronic Claims Sections

General, Advanced, Practices, File Options, and Pending Electronic Claims

Recommendations

837 Electronic File Creation - File Options and Pending Electronic Claims

Create an 837 Electronic File

837 Electronic File Creation Window Practices Tab

Search for 837 Electronic Claims

837 Electronic File Creation Window

Create an EDI File by Claim Type, CPT4 Code or Date

837 Electronic File Creation Window

File Options and Pending Electronic Claims Sections

General, Advanced, Practices, File Options, and Pending Electronic Claims

837 Electronic File Creation - File Options and Pending Electronic Claims

Create an 837 Electronic File

837 Electronic File Creation Window Practices Tab

Search for 837 Electronic Claims

837 Electronic File Creation Window

Create an EDI File by Claim Type, CPT4 Code or Date