Encounter Status

Status	Definition
Unbilled	An encounter has been created, and charges may have been entered, but have not gone through the Bill process. Anesthesia encounters convert to unbilled only when the Use Convert In Progress Indicator check box is selected in NextGen® Enterprise PM Preferences > Practice > Encounters
Billed	The encounter has successfully gone through the Edit process and has been billed.
History	The encounter has gone through the Bill process and the balance is equal to zero.
Rebill	The encounter has been modified, or charges or insurance were added that warrant a new generation of a claim. For example, A charge needs to be submitted to a secondary or tertiary insurance. A new charge has been added to an encounter that previously had a History status. You have selected charges to be billed again through Balance Control.
Bad Debt	Encounter has been pre-listed for a collection agency.
In Progress	An encounter that has not been completed and so is not stated in accounts receivable.

Help Guide for NextGen® Enterprise PM 8

Creating Encounters

Encounters can be created for patients from the following areas in NextGen® Enterprise PM: Appointment Book Patient Chart Tasks Menu Charge Posting Practice Preference for Required Encounter-Level Program In a practice, a program can be set to be required for an encounter for specific locations. Create Encounters from Appointments You can create an encounter for a patient with appointment from the appointment book. Create an Encounter from the Patient Chart You can create an encounter for a patient without appointment from the patients chart. Create an Encounter from the Tasks Menu You can create an encounter for a patient from the Tasks menu. Create an Encounter from Charge Posting You can create an encounter for a patient from charge posting. In Progress Encounters Overview An In Progress encounter is an encounter that has not been completed and therefore is not stated in accounts receivable. When an Encounter has an In Progress status, its process date is blank and it is not include

Help Guide for NextGen® Enterprise PM 8

Encounter Status

The following table lists the encounter status and its definition. Status Definition Unbilled An encounter has been created, and charges may have been entered, but have not gone through the Bill process. Anesthesia encounters convert to unbilled only when the Use Convert In Progress Indicator check box is selected in NextGen® Enterprise PM Preferences > Practice > Encounters Billed The encounter has successfully gone through the Edit process and has been billed. History The encounter has gone through the Bill process and the balance is equal to zero. Rebill The encounter has been modified, or charges or insurance were added that warrant a new generation of a claim. For example, A charge needs to be submitted to a secondary or tertiary insurance. A new charge has been added to an encounter that previously had a History status. You have selected charges to be billed again through Balance Control. Bad Debt Encounter has been pre-listed for a collection agency. In Progress An encounter tha

Help Guide for NextGen® Enterprise PM 8

Bill an Individual Encounter from Encounter Lookup

Open NextGen® Enterprise PM. Select Encounter. The Encounter Lookup window opens. In the Bill Status field, select Rebill or Unbilled. Note: Encounters with a status of Bad Debt, Billed or History have already been billed. Clear the Include records without charges check box to exclude encounters that do not have charges. Enter additional Search Criteria to locate the desired encounter. Select Find. Encounters matching the search criteria display in the Encounter List section of the window. Select Encounter List, and then select the encounter to be billed in the Enc Nbr column. Right-click the encounter, and then select Bill. If the encounter is a self-pay encounter with no insurance attached, a message appears stating that do you want to bill this self-pay encounter. Select Yes. The encounter status changes from Unbilled or Rebill to Billed. If the encounter has insurance attached, the encounter goes through the claim edits process and the Claim Production Status report appears. The en

Help Guide for NextGen® Enterprise PM 8

Bill an Individual Encounter from Encounter Lookup

Open NextGen® Enterprise PM. Select Encounter. The Encounter Lookup window opens. In the Bill Status field, select Rebill or Unbilled. Note: Encounters with a status of Bad Debt, Billed or History have already been billed. Clear the Include records without charges check box to exclude encounters that do not have charges. Enter additional Search Criteria to locate the desired encounter. Select Find. Encounters matching the search criteria display in the Encounter List section of the window. Select Encounter List, and then select the encounter to be billed in the Enc Nbr column. Right-click the encounter, and then select Bill. If the encounter is a self-pay encounter with no insurance attached, a message appears stating that do you want to bill this self-pay encounter. Select Yes. The encounter status changes from Unbilled or Rebill to Billed. If the encounter has insurance attached, the encounter goes through the claim edits process and the Claim Production Status report appears. The en

Help Guide for NextGen® Enterprise PM 8

The Billing Process

The billing process in NextGen® Enterprise PM takes encounters that are in Unbilled or Rebill status and runs those encounters through a claim edits process. Any encounter that passes the claim edits gets a pending claim created that can be printed or exported and then submitted to insurance for payment. You can run the billing process for an individual encounter on demand, or for multiple encounters in a batch. Billing an Individual Encounter You can bill an individual encounter. Bill Multiple Encounters (Batch Billing) You can bill multiple encounters on the Encounter Lookup window. Billing In Progress Encounters You can bill In Progress encounters after converting an In Progress encounter to an Unbilled encounter. Billing Anesthesia Encounters You can bill anesthesia encounters in File Maintenance. Recurring Rental Billing You can enable Recurring Rental Billing in NextGen® Enterprise PM. Parent topic: Billing

Help Guide for NextGen® Enterprise PM 8

The Billing Process

The billing process in NextGen® Enterprise PM takes encounters that are in Unbilled or Rebill status and runs those encounters through a claim edits process. Any encounter that passes the claim edits gets a pending claim created that can be printed or exported and then submitted to insurance for payment. You can run the billing process for an individual encounter on demand, or for multiple encounters in a batch. Billing an Individual Encounter You can bill an individual encounter. Bill Multiple Encounters (Batch Billing) You can bill multiple encounters on the Encounter Lookup window. Billing In Progress Encounters You can bill In Progress encounters after converting an In Progress encounter to an Unbilled encounter. Billing Anesthesia Encounters You can bill anesthesia encounters in File Maintenance. Recurring Rental Billing You can enable Recurring Rental Billing in NextGen® Enterprise PM.

Encounter Status

Recommendations

Creating Encounters

Encounter Status

Bill an Individual Encounter from Encounter Lookup

Bill an Individual Encounter from Encounter Lookup

The Billing Process

The Billing Process

Encounter Status

Creating Encounters

Encounter Status

Bill an Individual Encounter from Encounter Lookup

Bill an Individual Encounter from Encounter Lookup

The Billing Process

The Billing Process