Create an Employer Account from Employer Lookup

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

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 a Person Account from an Existing Record

To create a person account, the person must have an existing demographic record, or a new demographic must be created. The application automatically creates a person account when the person is selected as the guarantor on a patient encounter for the first time, which generates account statements and invoice bills, including encounters with outstanding self-pay balances. An account guarantor is a person or business responsible for the charges remaining in a patient's account after all the parties have paid their share. An account guarantor is a patient, family member, person whose insurance is being billed, or an employer. Open NextGen® Enterprise PM. From the main toolbar, select Lookup or Chart. In the lookup window, enter your search criteria, and then select Find. To open the patient or person information, right-click the name in the Matching Records list, and then select Open. Verify and, if needed, update the patient demographics, billing address, and contact information. Select A

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 Employer Accounts from Employer Lookup You can create an employer account on the Employer Lookup window. Create Employer Accounts from Account Lookup You can create an employer account to generate statements or invoice bills that include encounters with outstanding self-pay balances. Parent topic: Employer Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Employer Accounts Overview

You can create an employer account when the employer is selected as the guarantor on a patient’s encounter for the first time. You can also generate statements for the employer’s account that include encounters with outstanding self-pay balances. A guarantor can have only one account applicable for one or more patients, each with one or more encounters. For example, an employer is a guarantor on several encounters for the employees who are seen for pre-employment physicals or drug screens. An employer account can also be manually created for an employer that billed by invoice. For example, the practice may participate in a flu shot clinic conducted at an employer’s facility and that employer is billed by invoice for the flu injections provided to their employees. NextGen® Enterprise PM assigns each account a unique account number that you can find on the employer's Account Profile window. The account number is printed on statements and invoices sent to the employer. The Account Profile

Help Guide for NextGen® Enterprise PM 8

Create Employer Accounts from Employer Lookup

Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Employers. The Employer Lookup window opens. In the Search Criteria section, enter the employer’s information and then select Find. Employer records that match the search criteria appear in the Matching Records section. Right-click the employer, and then select Open. The Employer Maintenance window opens. Verify that the demographics, billing address, and contact information are completed. Select Account. The employer account is created and the Account Profile window opens. Parent topic: Creating Employer Accounts

Create an Employer Account from Employer Lookup

Before you begin

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