To apply charge discounts at the line-item level ensure the Discounts icon is available on the Charge Posting window by selecting Enable discounts in charge entry on the Charge Entry tab in the Practice Preferences window.
Open NextGen® Enterprise PM.
Select Charges.
The Charge Posting window opens.
Select the desired patient and encounter, and then enter and save charges.
Select Discounts on the charge posting toolbar to apply charge discount.
The Discounts window opens.
Select the adjustment transaction code in the Discount Adjustment Code field. The transaction codes available for selection are determined by the following:
If the primary payer on the encounter is flagged as a Contracted Payer, the transaction codes are selected as Contracted Payers or <None> for Discount Application, when Discount is enabled in the Discount Criteria section.
If the primary payer on the encounter is flagged as a Non-Contracted Payer, then the transaction codes selected as Discount with a Discount Application of Non-Contracted Payers or <None>.
If there is no primary payer on the encounter or self-pay, then the transaction codes are selected as Source, when Discount is enabled in the Discount Criteria section.
Select Line Item.
Note: When Line Item is selected, all line items on the encounter are automatically cleared.
Select one or more line items for the discount.
In the Discount Level section, do one of the following:
Select Discount by percentage, and then enter the percentage value between 1% and 100% to the selected line items or leave it blank.
If the percentage amount is greater than 1%, the percentage value used is 1%. If you enter a negative value, the value is ignored and if you enter more than 100%, an alert message displays stating that the percentage cannot be negative or greater than 100.
Select Discount by dollar amount, and then enter the dollar amount to the selected line items or leave it blank.
For payer discounts, if the dollar amount entered is greater than the total charge amount for the selected line items, a message appears stating that the discount amount cannot be greater than total charge amount.
For patient discounts, if the dollar amount entered is greater than the total patient balance amount for the selected line items, a message appears stating that the discount adjustment is greater than the patient balance. No discount will be taken.
Enter or edit the percentage value or dollar amount for the selected line items, and then press the Tab key to calculate and apply the discount amount.
To save changes and close the window, select OK.
A confirmation message displays stating that the discount adjustment applied is successful.
