Charge Discounts for Non-In Progress Encounters

Help Guide for NextGen® Enterprise PM 8

Charge Discounts for In Progress Encounters

When you define discounts using the Discounts window for encounters that are in In Progress status and for encounters that are not in In Progress status, the system do the following: Creates a system-generated transaction batch. Applies the discount adjustments to the non-tax charges for In Progress encounters. Stores the designation of the charge discount for Encounter-based charges or Line Item based charges. Updates the tax charge amount to a discounted value according to the new discounted price of their parent charges. Adjustments are not applied for tax charges. Posts the system-created transaction batch with the batch number of ADIS and tracking description of Discount Batch. Shows the updated charge information with the discount adjustments on the Charge Posting window. Shows itemized discounts and patient correspondence, such as statements and encounter bills for In Progress encounters. Discount transactions for encounters that are in an In Progress status do not have a proces

Help Guide for NextGen® Enterprise PM 8

Change Line Item Discounts to Encounter Discounts

When you change from a line item-level discount to an encounter-level discount, the previous discount amounts are cleared out in both the header and on the line items. To change line item-level charge discounts to encounter-level discounts, do the following: Open the Charge Posting window for the desired patient and encounter. Select the Discounts button on the charge posting toolbar. The Discounts window opens. Select Encounter in the Discount Level section. Enter the encounter level discount percentage or amount. The Discount Information grid displays the discounted amount for the selected line items in the Discount Amount column. Select OK. The new discounts are processed according to the status of the encounter. In Progress encounters: The application deletes the original discount adjustments, applies new discounts, and then posts the transaction batch. Tax charges are recalculated. Since the encounter is in an In Progress status, no process dates are defined for the charges or tra

Help Guide for NextGen® Enterprise PM 8

Modify Discounts on In Progress Charges

To modify discounts on In Progress charges, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired in-progress encounter. Select Discounts on the Charge Posting toolbar. The Discounts window opens. Discount Window Select the discount adjustment code. Edit the fields that define the charge discounts. Select OK. NextGen® Enterprise PM deletes the original discount adjustments, applies the new discounts, and posts the transaction batch. It recalculates tax charges. Since the encounter is in an In Progress status, no process dates are defined for the charges or transactions. Parent topic: Charge Discounts

Help Guide for NextGen® Enterprise PM 8

Change Encounter Discounts to Line Item Discounts

When you change from an encounter-level discount to a line-item level discount, the previous discount amounts are cleared in both the header and on the line items. To change encounter-level charge discounts to line item-level discounts, do the following: Open NextGen® Enterprise PM. Open the Charge Posting window for the desired patient and encounter. Select Discounts on the charge posting toolbar. The Discounts window opens. Select Line Item in the Discount Level section. To change encounter-level discount to a line-item level discount, do one of the following: Apply the Discount % or Amount from the previous encounter level discount to the selected line items. In the Discount Application panel, delete the existing value from the encounter level discount and then re-enter a new value in the Percentage or the Amount fields that will then default to each selected line item. Select on each line item you want to apply a discount to and enter in the discount parameter (percentage or discou

Help Guide for NextGen® Enterprise PM 8

Charge Discounts and Transaction Approval Tasks

After posting the new adjustments to the system-generated transaction batch, the system checks if any discount needs to be approved. If no approval is needed, then it posts the system generated transaction batch that contains the discount adjustment. If approval is required and the Transaction Approval Task is set up to carve-out transactions and place them on hold. The discount transactions are added to the daily transaction approval hold TRAH batch that is placed on-hold. Process dates are not assigned until transactions are approved or denied. When batch is on-hold you can access the Discounts window for the encounter with the following attributes: The Pending Approval indicator appears on the Discounts window. All values in the Discounts window are read-only and cannot be modified, except Clear and Cancel buttons. If you select the Clear button, the discounts are deleted from the hold batch and the task automatically completes. Note: You cannot delete a discount pending approval fr

Help Guide for NextGen® Enterprise PM 8

Delete Discounts from In Progress Charges

You can delete discounts to charges on an In Progress encounter by doing the following: Delete the discounts by clearing discount line items. Open the Discount window and clear each line item that has a discount. Select Clear Discounts for encounter level discounts. To save changes and close the window, select OK. Delete the discounts from the patient chart. Open the Patient Chart. Select Encounters, and then select the Transactions tab. Right-click on the encounter with the discount and select Delete Transaction. Select Yes on the confirmation window. Parent topic: Charge Discounts

Charge Discounts for Non-In Progress Encounters

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