Encounter Lookup

Help Guide for NextGen® Enterprise PM 8

Encounter Lookup

In NextGen® Enterprise PM, the Encounter Lookup window is used to search for existing encounters. Using the Encounter Lookup, you can Look up encounters using specific search criteria Customize the sort and display of the lookup results Search from the Encounter Lookup Window You can search for existing encounters using specific search criteria. Parent topic: Encounters in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Enter an Encounter Follow-up Date

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 entered search criteria display in the Matching Records section of the window. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Follow Up Date field, and then enter a future date. The Follow Up option automatically enables the encounter to include in the Collections Follow Up report. Select OK. Parent topic: Collections

Help Guide for NextGen® Enterprise PM 8

Estimate Patient Cost from Encounter Lookup

For details on how to estimate patient cost, NextGen® Enterprise PM, go to the NextGen Healthcare Success Community and download the Pre-Services Cost Estimation User Guide for NextGen® Enterprise PM. On the Encounter Lookup window, find the encounters as mentioned in Search from the Encounter Lookup Window. Right-click an encounter from the encounter list. Select Estimate Patient Cost. The Estimate Patient Cost window opens. Parent topic: Search from the Encounter Lookup Window

Help Guide for NextGen® Enterprise PM 8

Search for Accounts

Open NextGen® Enterprise PM. From the Task Menu menu, select Lookup > Accounts. The Account Lookup window opens. To search for an account, enter the search criteria data, and then select Find. Note: You can use different combinations of the search criteria to search for an account Person and employer accounts that match the search criteria appear in the Account List section of the Account Lookup window. Account Lookup window Parent topic: Managing Accounts

Help Guide for NextGen® Enterprise PM 8

Open Claim Status Report from Encounter Lookup

Before you begin Submit a claim request for the encounter. In NextGen® Enterprise PM, do one of the following to open the Encounter Lookup window: On the main toolbar, select Encounter. From the Tasks menu, select Lookup > Encounters. The Encounter Lookup window opens. Enter the search criteria to find the desired encounter and select Find. The Encounter List section displays the encounters matching the search criteria. Right-click the desired encounter and select Claims. Note: Alternatively, you can open the Encounter Claims Request window using one of the following methods. From the Patient Chart, on the Encounters tab, in the Encounters list, right-select the desired encounter and select Claims. Select Claims on the taskbar. From the Tasks menu, select Lookup > Claims The Encounter Claims Request window opens displaying the claim requests for the selected encounter. Right-click the desired claim request and select View Claim Status. The Claim Status report opens displaying the follo

Help Guide for NextGen® Enterprise PM 8

Open Claim Status Report from Encounter Lookup

Before you begin Submit a claim request for the encounter. In NextGen® Enterprise PM, do one of the following to open the Encounter Lookup window: On the main toolbar, select Encounter. From the Tasks menu, select Lookup > Encounters. The Encounter Lookup window opens. Enter the search criteria to find the desired encounter and select Find. The Encounter List section displays the encounters matching the search criteria. Right-click the desired encounter and select Claims. Note: Alternatively, you can open the Encounter Claims Request window using one of the following methods. From the Patient Chart, on the Encounters tab, in the Encounters list, right-select the desired encounter and select Claims. Select Claims on the taskbar. From the Tasks menu, select Lookup > Claims The Encounter Claims Request window opens displaying the claim requests for the selected encounter. Right-click the desired claim request and select View Claim Status. The Claim Status report opens displaying the follo

Encounter Lookup

Recommendations

Encounter Lookup

Enter an Encounter Follow-up Date

Estimate Patient Cost from Encounter Lookup

Search for Accounts

Open Claim Status Report from Encounter Lookup

Open Claim Status Report from Encounter Lookup

Encounter Lookup

Encounter Lookup

Enter an Encounter Follow-up Date

Estimate Patient Cost from Encounter Lookup

Search for Accounts

Open Claim Status Report from Encounter Lookup

Open Claim Status Report from Encounter Lookup