Collections

Help Guide for NextGen® Enterprise PM 8

Use the Collections Follow Up Report

The Collections Follow Up report track encounters on the Billing & Collections tab of the Encounter Maintenance window. The report has drill-down functionality with direct access to encounters in patient charts. If the Follow Up Date on an encounter is changed or removed, the patient is crossed-out on the report indicating the encounter has already been reviewed. Open NextGen® Enterprise PM. From the Reports menu, select Accounts Receivable. Select Collections, and then select Collections Follow Up. The NextGen Report Filter window opens. Select Columns, and then select the desired columns to be included in the report. Select Filter 1, and then select the desired Follow Up Date range for the report. Select Filters, and then select any additional data that you want to generate on the report. Select Sorting, and then sort and group encounters by the Follow Up Date. To save changes and generate the report, select OK. The Collections Follow Up List preview window opens. On the report, doub

Help Guide for NextGen® Enterprise PM 8

Enter an Encounter Follow-up Date

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the entered search criteria display in the Matching Records section of the window. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Follow Up Date field, and then enter a future date. The Follow Up option automatically enables the encounter to include in the Collections Follow Up report. Select OK. Parent topic: Collections

Help Guide for NextGen® Enterprise PM 8

Send an Encounter Collection Letter

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria entered display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. Select the letter in the Collection Letter field. The Send Collection Letter check box is automatically selected. The letter is included in the next batch of Encounter Collection Letters. Note: The letters available for selection are created as Demand Encounter letters in File Maintenance. To save changes and close the window, select OK. Parent topic: Collections

Help Guide for NextGen® Enterprise PM 8

Following Up on Encounters

This section provides information on how to flag encounters for collections follow up. Encounter Maintenance Billing & Collections Tab You can enter an encounter follow up date on the Encounter Maintenance window.You can send an encounter collection letter for collection of an outstanding self-pay balance.You can add or modify an encounter note on the Encounter Maintenance window. Use the Collections Follow Up Report The Collections Follow Up report is used to track encounters that have a follow up date. Parent topic: Collections

Help Guide for NextGen® Enterprise PM 8

Use the Collections Follow Up Report

The Collections Follow Up report track encounters on the Billing & Collections tab of the Encounter Maintenance window. The report has drill-down functionality with direct access to encounters in patient charts. If the Follow Up Date on an encounter is changed or removed, the patient is crossed-out on the report indicating the encounter has already been reviewed. Open NextGen® Enterprise PM. From the Reports menu, select Accounts Receivable. Select Collections, and then select Collections Follow Up. The NextGen Report Filter window opens. Select Columns, and then select the desired columns to be included in the report. Select Filter 1, and then select the desired Follow Up Date range for the report. Select Filters, and then select any additional data that you want to generate on the report. Select Sorting, and then sort and group encounters by the Follow Up Date. To save changes and generate the report, select OK. The Collections Follow Up List preview window opens. On the report, doub

Help Guide for NextGen® Enterprise PM 8

Collections

The Billing & Collections tab on the Encounter Maintenance window includes specific fields that are used for follow-up and collection purposes. On the Billing & Collections tab, you can do the following: Enter an encounter follow-up date Send an encounter collection letter Add or modify encounter notes Collection Letters Collection letter helps in collecting delinquent balances in NextGen® Enterprise PM. Budget Plans A budget plan is a financial arrangement made between the practice and an account guarantor. Bad Debt Process Outsource Charges When you are unable to collect outstanding balances, you can outsource the charges to an external collection agency. Following Up on Encounters

Collections

Recommendations

Use the Collections Follow Up Report

Enter an Encounter Follow-up Date

Send an Encounter Collection Letter

Following Up on Encounters

Use the Collections Follow Up Report

Collections

Collections

Use the Collections Follow Up Report

Enter an Encounter Follow-up Date

Send an Encounter Collection Letter

Following Up on Encounters

Use the Collections Follow Up Report

Collections