Access an Archived Claim from the Encounter Claim Request Window

Help Guide for NextGen® Enterprise PM 8

Access an Archived Claim from the Encounter Claim Request Window

When searching for an archived claim for a particular patient use this procedure. You can search on information in the patient's profile such as: name, address, social security number, medical record number, person number, phone numbers, or location. Select the Chart icon. On the Patient Lookup window, enter the desired search criteria and select Find. The Patient Lookup window opens. Double-click the Name of the patient. The Patient's Chart window opens. In the Encounters section, select an encounter, right-click and select Claims. The Encounter Claims Request window opens. Parent topic: Archived Claims

Help Guide for NextGen® Enterprise PM 8

View an Archived Encounter Collection Letter

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the search criteria appear in the Matching Records section. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Clinical History/Notes tab. Select the Demand Encounter folder. Display the Date/Time, Creator, Letter Name, and Description fields for each archived encounter collection letter. Select the desired letter, and then double-click to open the letter. The Letter Preview window opens. Note: You cannot print archived letters. Therefore, the Print Dialog and Quick Print fields are not available on the Letter Preview toolbar. Select the Close Preview button on the toolbar. Parent topic: Archiving Collection Letters

Help Guide for NextGen® Enterprise PM 8

View an Archived Encounter Collection Letter

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the search criteria appear in the Matching Records section. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Clinical History/Notes tab. Select the Demand Encounter folder. Display the Date/Time, Creator, Letter Name, and Description fields for each archived encounter collection letter. Select the desired letter, and then double-click to open the letter. The Letter Preview window opens. Note: You cannot print archived letters. Therefore, the Print Dialog and Quick Print fields are not available on the Letter Preview toolbar. Select the Close Preview button on the toolbar. Parent topic: Archiving Collection Letters

Help Guide for NextGen® Enterprise PM 8

Open Claim Status Report from Encounter Lookup

Before you begin Submit a claim request for the encounter. In NextGen® Enterprise PM, do one of the following to open the Encounter Lookup window: On the main toolbar, select Encounter. From the Tasks menu, select Lookup > Encounters. The Encounter Lookup window opens. Enter the search criteria to find the desired encounter and select Find. The Encounter List section displays the encounters matching the search criteria. Right-click the desired encounter and select Claims. Note: Alternatively, you can open the Encounter Claims Request window using one of the following methods. From the Patient Chart, on the Encounters tab, in the Encounters list, right-select the desired encounter and select Claims. Select Claims on the taskbar. From the Tasks menu, select Lookup > Claims The Encounter Claims Request window opens displaying the claim requests for the selected encounter. Right-click the desired claim request and select View Claim Status. The Claim Status report opens displaying the follo

Help Guide for NextGen® Enterprise PM 8

Open Claim Status Report from Encounter Lookup

Before you begin Submit a claim request for the encounter. In NextGen® Enterprise PM, do one of the following to open the Encounter Lookup window: On the main toolbar, select Encounter. From the Tasks menu, select Lookup > Encounters. The Encounter Lookup window opens. Enter the search criteria to find the desired encounter and select Find. The Encounter List section displays the encounters matching the search criteria. Right-click the desired encounter and select Claims. Note: Alternatively, you can open the Encounter Claims Request window using one of the following methods. From the Patient Chart, on the Encounters tab, in the Encounters list, right-select the desired encounter and select Claims. Select Claims on the taskbar. From the Tasks menu, select Lookup > Claims The Encounter Claims Request window opens displaying the claim requests for the selected encounter. Right-click the desired claim request and select View Claim Status. The Claim Status report opens displaying the follo

Help Guide for NextGen® Enterprise PM 8

Open Claim Status Report from Encounter

Before you begin Submit a claim status request for an encounter. In NextGen® Enterprise PM, do one of the following to open the Encounter Lookup window. On the toolbar, select Encounter. From the Tasks menu, select Lookup > Encounters. The Encounter Lookup window opens. Enter the search criteria to find the desired encounters and select Find. The Encounter List section displays the encounters matching the search criteria. Double-click the desired encounter. The Encounters tab on the Patient Chart opens displaying the details of the encounter. The Claim Status section displays the eligibility verification claim status details such as the claim status date and claim status result. The claim status result is a link. Select the claim status result link in Status. The Claim Status report opens displaying the following: Claim status response date and time. Statistical view of the claim status (accepted or rejected), bill amount, and paid amount. Collapsed view of the claim status requested f

Access an Archived Claim from the Encounter Claim Request Window

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Access an Archived Claim from the Encounter Claim Request Window

View an Archived Encounter Collection Letter

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Open Claim Status Report from Encounter Lookup

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Access an Archived Claim from the Encounter Claim Request Window

View an Archived Encounter Collection Letter

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Open Claim Status Report from Encounter Lookup

Open Claim Status Report from Encounter Lookup

Open Claim Status Report from Encounter