Daily Balancing for the Front Office and Back Office

Help Guide for NextGen® Enterprise PM 8

Daily Payments

To balance payments for the day, run a Daily Payments report. Three variations of the report are available: Daily by Line Item Payments Daily by Transaction Payments Daily by Encounter Payments Payments by Line Item Report You can generate a Daily Payments report to balance payments for the day in NextGen® Enterprise PM. Payments by Transaction Report You can generate a Payments by Transaction report in NextGen® Enterprise PM that displays all transactions that have payments. Payments by Encounter Report You can generate Payments by Encounter report in NextGen® Enterprise PM that shows payments for a specific date range. Parent topic: Daily Reports

Help Guide for NextGen® Enterprise PM 8

Daily Adjustments

To balance adjustments for the day, run a Daily Adjustments report. Three variations of the report are available: Daily by Line Item Adjustments Daily by Transaction Adjustments Daily by Encounter Adjustments Adjustments by Line Item Report You can generate the Adjustments by Line Item report in NextGen® Enterprise PM. Adjustments by Transaction Report You can generate the Adjustments by Transaction report in NextGen® Enterprise PM. Adjustments by Encounter Report You can generate the Adjustments by Encounter report in NextGen® Enterprise PM. Parent topic: Daily Reports

Help Guide for NextGen® Enterprise PM 8

Scheduling Reports

The Scheduling reports category includes various reports that you can use to review appointment information for patients in your practice. The reports can help you monitor and manage appointments and assist with your internal scheduling processes in NextGen® Enterprise PM. The following reports are available from the Reports > Scheduling menu: Appointments Listing Daily Appointments Day Timer First Third Available Kept Appointments w/ No Charges Multi Resource Statistical Analysis of Appointments Wait List Appointments Listing Report Daily Appointments Report Day Timer Report First Third Available Report Kept Appointments with No Charges Report The Kept Appointments with No Charges report shows patients that kept an appointment but had no charges entered. Multi Resource Report Statistical Analysis of Appointments Report Wait List Report Parent topic: System Generated Reports

Help Guide for NextGen® Enterprise PM 8

Daily Reports

The Daily reports provide the ability to run reports with full detail. These reports have “drill-down” functionality that enables you to double-click on a record to view or edit its details. The daily Adjustments, Payments, and Refunds reports can be generated By Encounter or By Line Item. These options relate to how the Financial Class and Payer information logic works on the reports. By Encounter: Charges and transactions are attributed to the primary payer on the encounter. For example, if a patient has Medicare primary and Blue Cross secondary, then charges are reported as Medicare, and all transactions posted against those charges are also reported as Medicare. By Line Item: Charges are attributed to the primary payer on the encounter, and transactions are attributed to the actual payer. For example, if a patient has Medicare primary and Blue Cross secondary, then charges are reported as Medicare, all Medicare transactions are reported as Medicare, and all Blue Cross transactions

Help Guide for NextGen® Enterprise PM 8

Kept Appointments with No Charges Report

To account for kept appointments at the end of each day, run the Kept Appointments with No Charges report. The report shows patient appointments with a Kept status that do not yet have charges entered on the associated encounter. The report is sorted by: Resource name Beginning time The report provides no totals. NextGen® Enterprise PM provides the option to show the patient chart balance (the total balance due for that patient chart) on the report and allows you to sort by the chart balance. You can show the patient self balance ( Pat Slf Bal) , which is that due portion of the total balance, the patient is responsible for. To access the report in NextGen® Enterprise PM, select the Reports menu and select Scheduling and then select Kept Appointments w/no Charges. Kept Appointment with No Charges Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Scheduling Reports

Help Guide for NextGen® Enterprise PM 8

Adjustments by Encounter Report

The Adjustments by Encounter report identifies the primary payer of the encounter as the payer for the transaction. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Encounter > Adjustments. From the Report Filter window, select the Info button to view the following information about the report: Logic Filtering Info Common Uses Balances to the Following Reports Adjustments by Encounter Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Adjustments

Daily Balancing for the Front Office and Back Office

Recommendations

Daily Payments

Daily Adjustments

Scheduling Reports

Daily Reports

Kept Appointments with No Charges Report

Adjustments by Encounter Report

Daily Balancing for the Front Office and Back Office

Daily Payments

Daily Adjustments

Scheduling Reports

Daily Reports

Kept Appointments with No Charges Report

Adjustments by Encounter Report