Enable Significant Events for Charge Discounts

Help Guide for NextGen® Enterprise PM 8

View Significant Events for Charge Discounts

You can view significant events for charge discounts from the following areas in NextGen® Enterprise PM. Patient Chart > Clinical History/Notes tab Significant Events Report To view the significant events for charge discounts in Patient Chart > Clinical History/Notes tab, do the following: 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 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 Clinical History/Notes tab. Select History, and then select Encounters. The section on the right displays significant event messages for all encounters. Each message includes Date/Time, Creator, and Description information. Messages related to charge discounts include the following: Patient Discount [Transaction Code] Created Patient Disc

Help Guide for NextGen® Enterprise PM 8

Significant Events for Charge Discounts

You can enable significant events to track user activity related to charge discounts in NextGen® Enterprise PM. It includes adding, modifying or deleting discounts on an encounter from the Discounts window that is accessed from the Charge Posting toolbar. When significant events are enabled, messages are recorded in the Patient Chart on the Clinical History/Notes tab when the event occurs. Each message recorded includes date/time, creator, and description information. Significant event messages for charge discounts include the following: Records Patient Discount <Name of Discount> Created: when discounts are applied to charges on an encounter. Records Patient Discount < Name of Discount> Deleted (In Progress): when discounts are deleted from charges on an In Progress encounter. Records Patient Discount <Name of Discount> Edited: when the charge discounts are modified on an encounter. Enable Significant Events for Charge Discounts You can enable significant events to track user activity

Help Guide for NextGen® Enterprise PM 8

Enable Significant Events for Charge Discounts

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Significant Events. The Significant Event Information window opens. Select the check boxes for the following practice-level events. Patient Discount <Name of Discount> Created Patient Discount < Name of Discount> Deleted (In Progress) Patient Discount <Name of Discount> Edited Select OK. Parent topic: Significant Events for Charge Discounts

Help Guide for NextGen® Enterprise PM 8

Significant Events for Charge Discounts

You can enable significant events to track user activity related to charge discounts in NextGen® Enterprise PM. It includes adding, modifying or deleting discounts on an encounter from the Discounts window that is accessed from the Charge Posting toolbar. When significant events are enabled, messages are recorded in the Patient Chart on the Clinical History/Notes tab when the event occurs. Each message recorded includes date/time, creator, and description information. Significant event messages for charge discounts include the following: Records Patient Discount <Name of Discount> Created: when discounts are applied to charges on an encounter. Records Patient Discount < Name of Discount> Deleted (In Progress): when discounts are deleted from charges on an In Progress encounter. Records Patient Discount <Name of Discount> Edited: when the charge discounts are modified on an encounter. Enable Significant Events for Charge Discounts You can enable significant events to track user activity

Help Guide for NextGen® Enterprise PM 8

View Significant Events for Charge Discounts

You can view significant events for charge discounts from the following areas in NextGen® Enterprise PM. Patient Chart > Clinical History/Notes tab Significant Events Report To view the significant events for charge discounts in Patient Chart > Clinical History/Notes tab, do the following: 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 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 Clinical History/Notes tab. Select History, and then select Encounters. The section on the right displays significant event messages for all encounters. Each message includes Date/Time, Creator, and Description information. Messages related to charge discounts include the following: Patient Discount [Transaction Code] Created Patient Disc

Help Guide for NextGen® Enterprise PM 8

Enable Significant Events for Encounters

Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Significant Events. The Significant Event Information window appears. Select the check box for the desired significant events. To save changes and close the window, select OK. Parent topic: Significant Events for Encounters

Enable Significant Events for Charge Discounts

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View Significant Events for Charge Discounts

Significant Events for Charge Discounts

Enable Significant Events for Charge Discounts

Significant Events for Charge Discounts

View Significant Events for Charge Discounts

Enable Significant Events for Encounters

View Significant Events for Charge Discounts

Significant Events for Charge Discounts

Enable Significant Events for Charge Discounts

Significant Events for Charge Discounts

View Significant Events for Charge Discounts

Enable Significant Events for Encounters