Loading...
Recommendations
Explore
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
.
Enter an Encounter Follow-up Date
Help Guide for NextGen® Enterprise PM 8
Send an Encounter Collection Letter
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 entered 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 Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. Select the letter in the Collection Letter field. The Send Collection Letter check box is automatically selected. The letter is included in the next batch of Encounter Collection Letters. Note: The letters available for selection are created as Demand Encounter letters in File Maintenance. To save changes and close the window, select OK. Parent topic: Collections
Help Guide for NextGen® Enterprise PM 8
Add or Modify an Encounter Note
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 entered 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 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 Encounter Notes section, do one of the following: To add a note, select the Open Menu icon and select New. To modify an existing note, select the item in the list, select Open Menu, and then select Open. The Patient Notes window opens. In the Subject and Note Entry fields, do one of the following. Enter a free-text subject and note. In the User Note Description field, select one or more pre-defined notes, and then select the arrow button to add the sel
Help Guide for NextGen® Enterprise PM 8
Use the Collections Follow Up Report
The Collections Follow Up report track encounters on the Billing & Collections tab of the Encounter Maintenance window. The report has drill-down functionality with direct access to encounters in patient charts. If the Follow Up Date on an encounter is changed or removed, the patient is crossed-out on the report indicating the encounter has already been reviewed. Open NextGen® Enterprise PM. From the Reports menu, select Accounts Receivable. Select Collections, and then select Collections Follow Up. The NextGen Report Filter window opens. Select Columns, and then select the desired columns to be included in the report. Select Filter 1, and then select the desired Follow Up Date range for the report. Select Filters, and then select any additional data that you want to generate on the report. Select Sorting, and then sort and group encounters by the Follow Up Date. To save changes and generate the report, select OK. The Collections Follow Up List preview window opens. On the report, doub
Help Guide for NextGen® Enterprise PM 8
Use the Collections Follow Up Report
The Collections Follow Up report track encounters on the Billing & Collections tab of the Encounter Maintenance window. The report has drill-down functionality with direct access to encounters in patient charts. If the Follow Up Date on an encounter is changed or removed, the patient is crossed-out on the report indicating the encounter has already been reviewed. Open NextGen® Enterprise PM. From the Reports menu, select Accounts Receivable. Select Collections, and then select Collections Follow Up. The NextGen Report Filter window opens. Select Columns, and then select the desired columns to be included in the report. Select Filter 1, and then select the desired Follow Up Date range for the report. Select Filters, and then select any additional data that you want to generate on the report. Select Sorting, and then sort and group encounters by the Follow Up Date. To save changes and generate the report, select OK. The Collections Follow Up List preview window opens. On the report, doub
Help Guide for NextGen® Enterprise PM 8
View Eligibility Information for a Patient
Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup.. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient and then select Open. The Patient Chart window opens. Select the Encounters tab. From the Encounters list, select an encounter with a payer attached. Access the patient's chart and select the Encounters tab. Select the Insurance tab. The eligibility information is located in the Verification section of the window. Parent topic: Viewing Insurance Information in Encounters
Help Guide for NextGen® Enterprise PM 8
Create Cases in an Encounter
Before you begin In Practice Preferences, you must turn on Enable Case Management on the Case Management tab in File Maintenance. You can view and group the common patient encounter data in a case. Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Encounters tab, select the Case Management tab, and then select an encounter. The cases associated with the selected encounter appear. Select the open menu icon next to Case Management, and then select New. In the Case Management window, enter the necessary information, and then select OK. Note: You can view and clear the existing cases for the selected encounter. For more information on managing patient cases, go to NextGen Healthcare Success Com
