NextGen Knowledge Center

Pre-List Encounters from Patient Chart

When you pre-list encounters for bad debt from Patient Chart, multiple encounters for the patient can be selected at the same time.

  1. Open NextGen® Enterprise PM.
  2. Select Chart.
    The Patient Lookup window opens.
  3. Enter Search Criteria fields to locate the desired patient.
  4. Select Find.
    All existing persons and patients that match the search criteria display in the Matching Records section of the window.
  5. In the Matching Records list, double-click to open the patient.
    The Patient Chart window opens.
  6. Select the Encounters tab.
  7. From the Encounters list, select an encounter to be pre-listed for bad debt.
  8. Right-click and select Pre-List, and then select Open.
    The Pre-List Multiple Encounters from Chart window opens.

    All eligible encounters for the patient with the same guarantor are displayed. The encounter that is selected before selecting Pre-List > Open from the menu is added to the pre-list for bad debt. Additional encounters can be selected if needed.

  9. Select the collection agency from the Collection Agency list for the pre-listed encounters. This is a required field.
  10. Enter the effective date from the Effective Date list for pre-listing encounters. This is a required field.
  11. Select the guarantor credit rating from the Guar Credit Rating list. This is for informational purposes only and provides no specific functionality.
  12. Select Bad Debt Status, if needed.
  13. Select all encounters to pre-list on the left.
  14. To save changes and close the window, select OK.
    The following displays in red text on the General sub-tab of the Patient Chart > Encounters tab for each pre-listed encounter:
    • Collection Agency
    • Effective Date
    • Credit Rating
    • Bad Debt Status
Pre-List Encounters from Patient Chart