Claim Status Report Columns

Column Name	Description
Trace Id	Appears by default.
Status	Encounter charge or status appears by default.
Sent Date	Claim request sent date appears by default.
Encounter	Encounter number appears by default.
Patient Name	Appears by default.
Subscriber Name	Appears by default.
Payer Name	Appears by default.
Mem Id	Appears by default.
Dt of Svc	Date of service appears by default.
Payment Date	Appears by default.
Check/EFT	Appears by default.
Claim Charge Amount	Appears by default.
Claim Status Code	Appears by default.
Code Description	Appears by default.
Status Code	Appears by default.
Billing Type	Appears by default.
Remittance Date	Appears by default.
Pharmacy Number	Appears by default.
Provider	Appears by default.
Check Issue Date	Appears by default.
Transaction Id	Does not appear by default.
Transaction Date Time	Transaction date and time do not appear by default.
Batch Id	Does not appear by default. Note: Batch Id is blank.
Prac ID	Practice ID appears by default.
Patient Relationship	Appears by default.
Employers Id	Employer's Id appears by default.
SSN	Social security number appears by default.
Requester	Appears by default.
Text Message	Appears by default.
Claim Number	Appears by default.

Help Guide for NextGen® Enterprise PM 8

Claim Status Report Filters

The following table lists the filters available in the Filter 1 section. Filter Description Claim Status Request Date The date range of the claim status request. Claim Status Response Date The date range of the claim status response. Claim Status Includes one or more of the following statuses selected in the report for the claims: Accepted Mixed Rejected Not Reported Pending You can use the following operators on columns in theFilter 2section to filter the data in the report: Between Equals Not Equals Greater Than Less Than Like You can use the Payer section to filter data on the report by payer name. You can use the Provider section to filter data on the report by Provider name. You can use the COLUMN filter in the Sorting section to sort and group data on the report. The column sorting options include the following: Ascending Descending Group By Page Break Note: The columns that are not available for Group By or Page Break are indicated by 'n/a'. You can use the column total options

Help Guide for NextGen® Enterprise PM 8

Claim Status Report Columns

The following columns are available on theClaim Statusreport. The data for the report is taken from theNextGen® Eligibility Verificationclaim status (277 X12) transactions. Column Name Description Trace Id Appears by default. Status Encounter charge or status appears by default. Sent Date Claim request sent date appears by default. Encounter Encounter number appears by default. Patient Name Appears by default. Subscriber Name Appears by default. Payer Name Appears by default. Mem Id Appears by default. Dt of Svc Date of service appears by default. Payment Date Appears by default. Check/EFT Appears by default. Claim Charge Amount Appears by default. Claim Status Code Appears by default. Code Description Appears by default. Status Code Appears by default. Billing Type Appears by default. Remittance Date Appears by default. Pharmacy Number Appears by default. Provider Appears by default. Check Issue Date Appears by default. Transaction Id Does not appear by default. Transaction Date Time

Help Guide for NextGen® Enterprise PM 8

Claim Status Report

After submitting a request for claim status, you can generate a report showing the details of the claim attached to the encounter. The data for the report is taken from the NextGen® Eligibility Verification claim status 277 X12 transaction file. The status-wise statistics of the claims in the report help you analyze the overall status of the claim requests submitted in the practice. The statistical table displays the following information. Number of accepted claims and rejected claims Billed amount for accepted claims and rejected claims Paid amount for accepted claims and rejected claims Total number of claims Total billed amount Total paid amount The table following the statistical report shows the claims that have been requested for claim status in the practice. You can click a claim to view more details. The row expands showing the columns of the report as configured in Configuration Options. The following is an example of a claim when expanded. The claim status is color coded as f

Help Guide for NextGen® Enterprise PM 8

Report Columns and Subcolumns

The Columns configuration enables you to select the desired columns and display values on the Estimate Patient Cost report. The following columns appear on the report based on your selection. The data for the fields are sourced from the fields on the Estimate Patient Cost window. By default, the report displays the cost estimates done today. Column Name Description Practice Name Name of the current practice. Appears by default. Cost Est ID The unique identifier of the cost estimate. Appears by default. Cost Est Dt Date when the cost estimate was performed. Appears by default. Transaction Dt Date of transaction. Appears by default. Pat Name Name of the person or patient. Appears by default. Payer/Self Pay Self-Pay or name of the payer. Appears by default. Provider Name of the rendering provider. Appears by default. Est Ins Amt Estimated insurance amount. Appears by default. Act Ins Amt Actual insurance amount. Appears by default. Diff Ins Amt Difference in insurance amount. Appears by d

File Maintenance Help for NextGen® Enterprise

Practice Preferences for Statements

You can set up and configure default parameters for statements in your practice. The table describes the preferences that you can set for your practice. Field Description Statement Options Select Include remit phone number on export to include the practice’s phone number in the header section of statements that are electronically exported to a third-party vendor for processing (printing and mailing). Select Prefix practice ID onto account number to prefix account numbers on statements (printed or exported) with the four-digit practice ID from the Practices master file in File Maintenance. The account numbers appear as 16-digit numbers. For example, in 0001000000001234, 0001 is the practice ID and 1234 is the account number. Note: For exported statements, the third-party vendor must be able to accommodate this extended number format. Select Order by patient name within each statement to display multiple patients on a single statement in alphabetical order by first name. If the option is

Help Guide for NextGen® Enterprise PM 8

Charge Posting Toolbar

The toolbar on the Charge Posting window includes icons that you can use to perform a variety of actions and functions when working with charges in NextGen® Enterprise PM. The following table describes the use of each icon available on the Charge Posting toolbar. Icons Name Description View Chart Opens the Patient Chart window for the selected patient. Recall Opens the Recall Plan Maintenance window to add a recall for a patient who has no existing recalls, or the Patient Recall window for a patient who has one or more existing recall. Encounter Maintenance Opens the Encounter Maintenance window for the selected encounter to add the encounter details. Encounter Insurance Opens the Encounter Insurance Selection window for the selected encounter to add insurance to an encounter. Patient Insurance - Encounter Opens the Patient Insurance – Encounter window for the primary payer on the selected encounter. Balance Control Opens the Balance Control window for the selected encounter. Patient B

Claim Status Report Columns

Recommendations

Claim Status Report Filters

Claim Status Report Columns

Claim Status Report

Report Columns and Subcolumns

Practice Preferences for Statements

Charge Posting Toolbar

Claim Status Report Filters

Claim Status Report Columns

Claim Status Report

Report Columns and Subcolumns

Practice Preferences for Statements

Charge Posting Toolbar