Create a Person Account from an Existing Record

Help Guide for NextGen® Enterprise PM 8

Creating Employer Accounts

An Employer Account is automatically created when the employer is selected as the guarantor on a patient’s encounter for the first time. If needed, you can manually create an account for an employer before selecting the employer as the guarantor on a patient’s encounter. In NextGen® Enterprise PM, you can create an employer account from the Employer Lookup and Account Lookup windows. Note: To create an employer account, you must first create the employer in the Employers master file in File Maintenance for statement or invoice billing. Create an Employer Account from Employer Lookup You can create an employer account to generate statements and invoice bills that include encounters with outstanding self-pay balances. Create an Employer Account from Account Lookup You can create an employer account to generate statements and invoice bills that include encounters with outstanding self-pay balances. Parent topic: Employer Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Create Person Accounts from Patient Lookup

Open NextGen® Enterprise PM. On the NextGen® Enterprise PM toolbar, selectChart. The Patient Lookup window opens. Enter the search criteria data to locate the patient, and then selectFind. All existing patients that match the search criteria display in the Matching Records section of the Patient Lookup window. Right-click the patient, and then select Open. The Add Patient Information window opens. Verify the Demographics, Billing Address and Phone information. SelectAccount. A message appears asking you for confirmation to create the account. SelectOK. A person account is created and the Account Profile window opens. Parent topic: Creating a Person Account

Help Guide for NextGen® Enterprise PM 8

Create an Employer Account from Employer Lookup

Before you begin For statement or invoice billing, you must create the employer in the Employers master file in File Maintenance. The application automatically creates an employer account when the employer is selected as the guarantor on a patient encounter for the first time. However, you can manually create an employer account so you can select that employer as the guarantor on a patient encounter. Open NextGen® Enterprise PM. From the menu, select Tasks > Lookup > Employers. In Employer Lookup, enter your search criteria, and then select Find. In Matching Records, right-click an employer, and then select Open. In the Employer Maintenance window, verify and, if needed, update demographics, billing address, and contact information. To create the employer account, select Account.The Account Profile window opens and displays the new employer account. Optional: To view the summary of invoices associated with the employer, select the Invoice Summary tab. For more information on invoices a

Help Guide for NextGen® Enterprise PM 8

Creating a Person Account

When you select a person as the guarantor on a patient’s encounter for the first time, the person's account is automatically created. You can manually create a person account before selecting that person as the guarantor on a patient’s encounter, if needed. You can create a person account from the following areas in NextGen® Enterprise PM. People Lookup Patient Lookup Note: To create a person account, the person must have an existing demographic record. Create a Person Account from an Existing Record You can use the People Lookup window and Patient Lookup window to create a person account. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Create an Employer Account from Account Lookup

Before you begin For statement and invoice billing, you must create the employer in the Employers master file in File Maintenance. The application automatically creates an employer account when the employer is selected as the guarantor on a patient encounter for the first time. However, you can manually create an employer account so you can select that employer as the guarantor on a patient encounter. Open NextGen® Enterprise PM. From the main toolbar, select Account, and then in the Account Lookup window, enter the employer name in Employer/Last Name. Clear the People Accounts and Existing Accounts Only checkboxes, and then select Find. In Account List, double-click an employer to create the employer account profile.The Account Profile window opens and displays the new employer account. Optional: To view the details of each invoice billed to the account by SIM, in Account Profile, select Invoice Detail. For more information on invoices and charges, go to NextGen Healthcare Success Com

Help Guide for NextGen® Enterprise PM 8

Person Accounts Overview

A person account is automatically created when the person is selected as the guarantor on a patient’s encounter for the first time, which results in statements generated for the person’s account that include encounters with outstanding self-pay balances. NextGen® Enterprise PM assigns each account a unique account number on the person's Account Profile window. The account number is also printed on statements sent to the guarantor. The Account Profile window for a person account includes the following tabs: Properties Encounter Detail Account Summary Credit Card on File Budget Notes Creating Person Accounts You can create a person account using the People Lookup and the Patient Lookup windows. Set Active Status for Accounts You can use the Account Profile window for a given patient to set an active account. Access Active Accounts You can use the Account Profile window to access an active account. Viewing Account Properties Information You can view account demographics, account settings,

Create a Person Account from an Existing Record

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Creating Employer Accounts

Create Person Accounts from Patient Lookup

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Create a Person Account from an Existing Record

Creating Employer Accounts

Create Person Accounts from Patient Lookup

Create an Employer Account from Employer Lookup

Creating a Person Account

Create an Employer Account from Account Lookup

Person Accounts Overview