Note: After adding charges to an invoice, the charge status changes to Rebill from Billed.
Open NextGen® Enterprise PM.
Select the Account icon on the main toolbar.
The Account Lookup window opens.
Enter the employer name in the Employer/Last Name field, and then clear the People Accounts check box.
Select Find.
The employer displays in the Account List section.
Double-click the account.
The Account Profile window opens.
Select the Inv Summary or Inv Detail tab.
Select the invoice to add charges.
Select the Open Menu button and select Charges.
The Charge Posting window displays the following information:
Account: Employer name
Invoice: Invoice number and date
Svc Dates: Invoice create date
Select New to enter the first charge.
Enter the following for each charge:
Svc Dates: Service Dates default from the invoice create date and can be modified if needed.
Svc Item: Enter the SIM code for the charge being entered.
Modifiers: Enter up to 4 modifiers as needed.
Quantity: Defaults to 1 and can be modified if needed.
Price: Defaults to the price defined for the selected SIM code.
Desc 1 and 2: Enter a free-text description about the charge as it should appear on the invoice. Example: Patient name, DOB, SSN, etc.
Process Dt: Leave blank if the charge should have a Process Date of today on financial reports. Or enter a past date if the charge should have a Process Date in a previous period on financial reports.
Notes: Enter additional free-text notes about the charge. Notes are for internal use only and do not appear on the invoice.
Location: Select a location for the charge.
Note: Location is required and does not print on the invoice. The charge is associated to the selected location on reports.
Rendering: Select a Rendering provider for the charge.
Note: Rendering is optional and does print on the invoice. If selected, the charge is associated to the rendering provider on reports.
Do one of the following:
Select Next to save the charge just entered and add additional charges.
Select Save to save the charge.
Close the Charge Posting window.
The Account Profile > Inv Detail tab displays the entered information for each charge on the invoice.
