Exclude Encounter Charges from Outsourcing

Help Guide for NextGen® Enterprise PM 8

Reverse Transactions on Encounters

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 Transactions tab, and then select an encounter. The charges and transaction (payments, adjustments, and refunds) information for an encounter appears. To reverse the transactions, select the open menu icon next to Charges and Transactions, and then select Reverse Transactions. Optional: To view transaction details, NextGen® Document Management explanation of benefits and fee tickets, and credit card information, in the Transactions tab, select the necessary options. You can open the Charge Posting window by selecting the Charge Ledger menu option. For more information on transactions, go to NextGen Healthcare Succe

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

Help Guide for NextGen® Enterprise PM 8

Add and Send Encounter Notes

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 Notes tab, and then select an encounter. All notes associated with the selected encounter appear. Select the open menu icon next to Encounter Notes, select New, and then in Patient Notes, enter the necessary information, and then select OK. Note: You can select the Seal Note checkbox to lock the note information. The pushpin icon appears next to the encounter representing that the note is added. To send an encounter note, in Encounter Notes, right-click a note, select Attach to Mail, enter the recipient and other necessary information, and then select Send Message. Note: You can print, fax, and delete the note info

Help Guide for NextGen® Enterprise PM 8

Exempt Patient Encounters from Outsourcing

You can configure a patient chart so that charges on the patient's encounters are exempted from outsourcing to a collection agency. 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 then 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. Under Patient Information, select the Chart Details tab, and then select open folder . The Chart Details window opens. Select the Exempt from Outsourcing check box. Select OK. Parent topic: Viewing Patient Chart Details

Help Guide for NextGen® Enterprise PM 8

View Outsourced Charges from the Patient Chart

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the entered search criteria appear in the Matching Records section. Select Matching Records, and then double-click to open the patient. The Patient Chart window opens. Select the Financial tab. Select the encounter, and then double-click the encounter you want to view. The application displays the outsourcing information under the Outsource Agency and Outsource Date columns. Parent topic: Outsource Charges

Help Guide for NextGen® Enterprise PM 8

View Outsourced Charges from the Patient Chart

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the entered search criteria appear in the Matching Records section. Select Matching Records, and then double-click to open the patient. The Patient Chart window opens. Select the Financial tab. Select the encounter, and then double-click the encounter you want to view. The application displays the outsourcing information under the Outsource Agency and Outsource Date columns. Parent topic: Outsource Charges

Exclude Encounter Charges from Outsourcing

Before you begin

Recommendations

Reverse Transactions on Encounters

Create Cases in an Encounter

Add and Send Encounter Notes

Exempt Patient Encounters from Outsourcing

View Outsourced Charges from the Patient Chart

View Outsourced Charges from the Patient Chart

Reverse Transactions on Encounters

Create Cases in an Encounter

Add and Send Encounter Notes

Exempt Patient Encounters from Outsourcing

View Outsourced Charges from the Patient Chart

View Outsourced Charges from the Patient Chart