Advanced Search Criteria

Search Criteria	Description
Supervising Physician	Search by supervising physician. Select the flashlight button to display the Provider Lookup window.
Last Name, First Name	Search by last name, first name, or both names of the patient associated with the claim.
Service Location	Search by the service location where the claim was originated.
Claim Nbr	Search by claim number.
Claim Status Category Description	Search by the Claim Status Category description.
Acknowledgment Status	Select the acknowledgment status you want to search by when you perform a claim request lookup. You can search for one of the following statuses: Accepted Accepted w/Errors Awaiting Ack N/A Rejected You can search by acknowledgment status only when the Request Status is set to Archived.
Send Filename	You can use this field to include an individual EDI file as additional search criteria when you search for archived claims. Select the open record button to locate the EDI file that you want to search on.
Fully Capitated Archived Claims Only	Restrict the search to fully capitated archived claims.

Help Guide for NextGen® Enterprise PM 8

General Search Criteria

Search Criteria Description Request Status Searches a claim by the status of a claim when you select one of the following options: Archived A displays all archived claims. Consolidated C displays all Consolidated Services Claims (CSC). Note: You cannot delete a CSC. Hold H displays all CSC Candidate Encounter Claims. Pending displays all pending claims. Media Type Searches a claim by claim media types when you select one of the following options: Electronic Paper Claim Form Searches a claim by claim form media types when you select either Electronic or Paper in the Media Type. When you select Electronic the following options appear in the Claim Form column: 1500 ADA UB Form 1 Template Pediatrics Form When you select Paper the following options appear in the Claim Form column: CMS 1500 ADA 2019 ADA 2024 CMS 1500 (2005) CMS 1500 (2012) UB04 UB92 Form 1 Template Pediatrics Form Claim Type Searches claim by one or more claim types from the list. Rendering Physician Searches claim by one or

Help Guide for NextGen® Enterprise PM 8

Advanced Search Criteria

Search Criteria Description Supervising Physician Search by supervising physician. Select the flashlight button to display the Provider Lookup window. Last Name, First Name Search by last name, first name, or both names of the patient associated with the claim. Service Location Search by the service location where the claim was originated. Claim Nbr Search by claim number. Claim Status Category Description Search by the Claim Status Category description. Acknowledgment Status Select the acknowledgment status you want to search by when you perform a claim request lookup. You can search for one of the following statuses: Accepted Accepted w/Errors Awaiting Ack N/A Rejected You can search by acknowledgment status only when the Request Status is set to Archived. Send Filename You can use this field to include an individual EDI file as additional search criteria when you search for archived claims. Select the open record button to locate the EDI file that you want to search on. Fully Capita

Help Guide for NextGen® Enterprise PM 8

Search for Claim Requests

The Claim Request Lookup window enables you to search through the system for claims that match the search criteria. In NextGen® Enterprise PM, select Tasks > Lookup > Claims or select the Claims icon. The Claim Request Lookup window opens. To search for claims by request status, media type, claim type, or rendering physician, use the General tab. For more information about the fields in General tab, refer to General Search Criteria. To search for claims by supervising physician, claim number, or acknowledgment status, select the Advanced tab. For more information about the fields in Advanced tab, refer to Advanced Search Criteria. Select Find. The search results appear in the Claim Requests list. Double-click the claim in the Claim Requests list to access a claim request. Note: There is a green check mark in the Consolidated Service Claims (CSC) column for all the CSC candidate claims. CSC cannot be deleted. General Search Criteria You can search a claim by its status, media type, clai

Help Guide for NextGen® Enterprise PM 8

General Search Criteria

Search Criteria Description Request Status Searches a claim by the status of a claim when you select one of the following options: Archived A displays all archived claims. Consolidated C displays all Consolidated Services Claims (CSC). Note: You cannot delete a CSC. Hold H displays all CSC Candidate Encounter Claims. Pending displays all pending claims. Media Type Searches a claim by claim media types when you select one of the following options: Electronic Paper Claim Form Searches a claim by claim form media types when you select either Electronic or Paper in the Media Type. When you select Electronic the following options appear in the Claim Form column: 1500 ADA UB Form 1 Template Pediatrics Form When you select Paper the following options appear in the Claim Form column: CMS 1500 ADA 2019 ADA 2024 CMS 1500 (2005) CMS 1500 (2012) UB04 UB92 Form 1 Template Pediatrics Form Claim Type Searches claim by one or more claim types from the list. Rendering Physician Searches claim by one or

Help Guide for NextGen® Enterprise PM 8

Filters in Claim Requests Report

The following table lists the filters available on the Filter 1 section. Filter Description Create Date Select a Create Date range for claims Processed Date Select a Process Date range for claims Request Status Select one or more of the following to be included on the report: Pending Archived HOLD Consolidated Payer Seq Select one or more of the following to be included on the report: Primary Secondary Tertiary Media Type Select one or both of the following to be included on the report: Paper Electronic Name Used to narrow the focus of the report to Patient Names that fall within the beginning and ending name range you enter. You can enter: whole names partial names first initials only Status Cat Code Select a 997 acknowledgement transaction Status Category Code to be included on the report Status Code Select a 277/277u claim Status Code to be included on the report You can use the following operators on columns in theFilter 2section to filter the data in the report: Between Equals Not

Help Guide for NextGen® Enterprise PM 8

Filters in Claim Requests Report

The following table lists the filters available on the Filter 1 section. Filter Description Create Date Select a Create Date range for claims Processed Date Select a Process Date range for claims Request Status Select one or more of the following to be included on the report: Pending Archived HOLD Consolidated Payer Seq Select one or more of the following to be included on the report: Primary Secondary Tertiary Media Type Select one or both of the following to be included on the report: Paper Electronic Name Used to narrow the focus of the report to Patient Names that fall within the beginning and ending name range you enter. You can enter: whole names partial names first initials only Status Cat Code Select a 997 acknowledgement transaction Status Category Code to be included on the report Status Code Select a 277/277u claim Status Code to be included on the report You can use the following operators on columns in theFilter 2section to filter the data in the report: Between Equals Not

Advanced Search Criteria

Recommendations

General Search Criteria

Advanced Search Criteria

Search for Claim Requests

General Search Criteria

Filters in Claim Requests Report

Filters in Claim Requests Report

Advanced Search Criteria

General Search Criteria

Advanced Search Criteria

Search for Claim Requests

General Search Criteria

Filters in Claim Requests Report

Filters in Claim Requests Report