Pay and Print Options for Cost Estimation

Help Guide for NextGen® Enterprise PM 8

Printing Estimated Patient Cost

You can obtain a printed output of the cost estimate. The form can be created according to the needs of the patient or person, insurance provider, rendering provider, and so on. Your system administrator can create the form template using the Pre-Services/Estimate Information fields in File Maintenance > Form Enhanced. The form can be printed with or without electronic signature. For electronically signed forms, your administrator must enable the electronic signature feature in File Maintenance. After printing a form, it can be archived only if it is electronically signed. You can view and reprint the previous cost estimation forms from the estimation results in the Patient Chart window. Note: If your administrator has modified the form template, you will get the output in the modified format when you reprint it from the estimation results in the patient's chart. For more information on printer settings, go to NextGen Healthcare Success Community, download the Practice Workflow User Gu

Help Guide for NextGen® Enterprise PM 8

Make Pre-Services Payment

Before you begin To make a Pre-Service payment, ensure that the person or patient has an encounter and/or an account or chart for the encounter. In the Estimated Cost section on the Estimate Patient Cost window, select an option from Patient Agrees to Pay. Min Amt: Displays the minimum amount a patient can pay. Total Pat Est Amt: Displays the total estimated amount a patient can pay. Other Amt: Allows you to enter an amount that the patient can pay other than the minimum or the total estimated amount. Select Make Payment. If an active batch is set, the Payment Entry window opens. If an active batch is not set, a message prompts you to set an active batch. To set an active batch, select Yes on the message. The Batch Posting window opens displaying a list of batches. You can select an existing batch or create a new batch for the current login session. Close the Batch Posting window. The transactions (payments, adjustments, and refunds) posted during the current login session use the sele

Help Guide for NextGen® Enterprise PM 8

Pay and Print Options for Cost Estimation

The Estimate Patient Cost window enables you to: Make payments for the services submitted for cost estimation even before starting treatment. Print the cost estimate. Make Pre-Services Payment You can set an active batch and make the payment for the estimated services from the Estimate Patient Cost window. Printing Estimated Patient Cost You can print the cost estimate form in the format created in Form Enhanced. You can also print a cost estimate form that has been electronically signed and archived. Parent topic: Pre-Services Cost Estimation

Help Guide for NextGen® Enterprise PM 8

Printing Estimated Patient Cost

You can obtain a printed output of the cost estimate. The form can be created according to the needs of the patient or person, insurance provider, rendering provider, and so on. Your system administrator can create the form template using the Pre-Services/Estimate Information fields in File Maintenance > Form Enhanced. The form can be printed with or without electronic signature. For electronically signed forms, your administrator must enable the electronic signature feature in File Maintenance. After printing a form, it can be archived only if it is electronically signed. You can view and reprint the previous cost estimation forms from the estimation results in the Patient Chart window. Note: If your administrator has modified the form template, you will get the output in the modified format when you reprint it from the estimation results in the patient's chart. For more information on printer settings, go to NextGen Healthcare Success Community, download the Practice Workflow User Gu

Help Guide for NextGen® Enterprise PM 8

Pre-Services Cost Estimation

NextGen® Enterprise PM offers a pre-service solution that offers clear estimation for planned or completed services. You can perform patient cost estimation if you have administrator privileges to perform administration tasks for the practice. The cost estimation feature enables you to: Obtain a breakdown of financial responsibilities between the patient and insurance provider. Inform the patient about the amount payable by the patient before or after using the services and the amount that will be settled by the insurance provider. Collect timely payments from the person or patient. Print cost estimation results in customized formats. Keep plain text notes for the estimation. Associate diagnosis code for the estimation. View previous cost estimates. Visit the account profile, patient balance, and chart of the person or patient from the cost estimation. Generate and view cost estimate reports. Patient Cost Estimation Workflow After your administrator configures the library and master fi

Help Guide for NextGen® Enterprise PM 8

Estimating Patient Cost

In NextGen® Enterprise PM, the Estimate Patient Cost window enables you to specify the inputs required for calculating the patient and insurance responsibility amounts for services planned or rendered. You can initiate cost estimation from: The People Lookup window for a person. The Patient Lookup window for a patient. The Appointment Lookup window or the appointment book for an appointment or event. The Encounter Lookup window or the Encounters tab on the Patient Chart window for an encounter. The Estimation Results in the Clinical History/Notes tab on the Patient Chart window. When you initiate the cost estimation, the Estimate Patient Cost window opens: Every time you specify and submit data on the Estimate Patient Cost window, a new cost estimation record will be created with a unique cost estimation ID. Multiple cost estimates can be created for one person, patient, appointment, or encounter. Estimate Patient Cost Fields Details are provided for the fields that define the distribu

Pay and Print Options for Cost Estimation

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