Cost Estimation for an Appointment

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for a Person

A person in NextGen® Enterprise PM is denoted by and can be any of the following: New patient who has not yet been checked in for the first appointment Guarantor for a patient in the practice Insurance policy holder for a patient in the practice Emergency contact for a patient in the practice Patient in another practice within the same enterprise You can find a person using the People Lookup window and initiate cost estimation for the person. You can open the People Lookup window through one of the following methods. Selecting Lookup or Est Patient Cost on the toolbar. Selecting Tasks > Estimate Patient Cost from the menu. Selecting Tasks > Lookup > People from the menu. You can use the search criteria to find the person. You can open the Estimate Patient Cost window by right-clicking the record of the specific person and selecting Estimate Patient Cost. If you initiate cost estimation for a person or patient using the People Lookup window, the following information is displayed. Demog

Help Guide for NextGen® Enterprise PM 8

Appointment Level Insurance for Cost Estimation

You can open the cost estimation window for an appointment from the Appointment Book or Appointment Lookup windows. The following enhancements have been made for the cost estimation at the appointment level. When you open the Estimate Patient Cost window from Appointment Book or Appointment Lookup, the cost is estimated at the insurance linked to the appointment. You can view all the insurances attached to the appointment. When you open the Estimate Patient Cost window from Appointment Book or Appointment Lookup and do not attach any insurance to the appointment, no insurance appears in the Estimate Patient Cost window and the Self Pay check box is selected by default. In the NextGen® Enterprise PM Practice Preferences, the Appointment Insurance field has been added in the Required on link appt section on the Appt Scheduling tab. The Self Pay check box has been added in the Appointment Insurance section in the Add Appointment window to add and view insurances attached to the appointmen

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for an Encounter

You can estimate the patient cost for an encounter with any status such as Bad Debt, Billed, History, In Progress, Rebill, or Unbilled. Encounters with or without SIM codes are considered for cost estimation. If you want to open the Estimate Patient Cost window from the Encounter Lookup window, do the following: To open the Encounter Lookup window, you can select Encounter on the toolbar or select Tasks > Lookup > Encounters from the menu. You can find the specific encounter using the search criteria. You can then right-click the encounter and select Estimate Patient Cost from the menu. If you want to open the Estimate Patient Cost window from the Encounters tab on the Patient Chart window, do the following: You can select Chart on the toolbar to open the Patient Chart window. On the People Lookup window that opens, find and select the patient. On the Encounters tab of the chart, you can right-click an encounter number from the list and select Estimate Patient Cost from the menu. By de

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for an Appointment

You can estimate the patient cost for an appointment with any status such as Expected, Kept, Cancelled, No Show, and Pending. You can also do cost estimation for an appointment with event SIM codes or an appointment with an encounter. Note: Cost estimation can only be completed for one appointment at a time. You can initiate cost estimation from the following: The Appointment Lookup window. You can open the Appointment Lookup window by selecting ApptList on the toolbar or selecting Tasks > Lookup > Appointments. Using the search criteria, you can find the appointment list of a specific person or patient. You can right-click the desired appointment and select Estimate Patient Cost. The appointment book. To open an appointment from the appointment book, you can select ApptBook on the toolbar or select Tasks > Appt Book. In the appointment book that opens, you can right-click the specific appointment and select Estimate Patient Cost. By default, the following details are displayed on the

Help Guide for NextGen® Enterprise PM 8

Estimating Patient Cost

In NextGen® Enterprise PM, the Estimate Patient Cost window enables you to specify the inputs required for calculating the patient and insurance responsibility amounts for services planned or rendered. You can initiate cost estimation from: The People Lookup window for a person. The Patient Lookup window for a patient. The Appointment Lookup window or the appointment book for an appointment or event. The Encounter Lookup window or the Encounters tab on the Patient Chart window for an encounter. The Estimation Results in the Clinical History/Notes tab on the Patient Chart window. When you initiate the cost estimation, the Estimate Patient Cost window opens: Estimate Patient Cost window Every time you specify and submit data on the Estimate Patient Cost window, a new cost estimation record will be created with a unique cost estimation ID. Multiple cost estimates can be created for one person, patient, appointment, or encounter. Estimate Patient Cost Fields Estimate Patient Cost window fi

Help Guide for NextGen® Enterprise PM 8

Add Appointments

You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. The Appointment Book window opens. Note: To improve the response time, you can open the Appointment Scheduling preferences and select the Only show my preferred resources option under the Resources tab. In the Daily, Weekly Schedule, or Multi-View tabs, select a resource, date, and time slot to schedule an appointment. To add an appointment, do one of the following: From the Appointment Book toolbar, select Add Appt . Right-click the time slot and select New. Double-click the time slot. Enter the details in the mandatory fields. To select and link a person or patient to the appointment, select the open menu icon in the upper-right side of the Add Appointment window and select the patient. Select a Referring Physician for the appointment. Select the open menu icon and select Open Existing Encounters or double-click an encounter to attach it t

Cost Estimation for an Appointment

Recommendations

Cost Estimation for a Person

Appointment Level Insurance for Cost Estimation

Cost Estimation for an Encounter

Cost Estimation for an Appointment

Estimating Patient Cost

Add Appointments

Cost Estimation for a Person

Appointment Level Insurance for Cost Estimation

Cost Estimation for an Encounter

Cost Estimation for an Appointment

Estimating Patient Cost

Add Appointments