Reorder Encounter Insurances using Balance Control

Help Guide for NextGen® Enterprise PM 8

Rebill an Encounter using Balance Control

Encounters that have already been billed to insurance can be rebilled for a variety of reasons. For example, a new charge can be added to the encounter, an existing charge can be corrected and modified, or insurance has not responded to the initial claim. Balance Control is used to flag one or more charges on an encounter to be rebilled to insurance. To flag all the charges to be rebilled, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter, and then select the Balance Control icon. The Balance Control window opens. Right-click in the R (Release to Bill) column for the payer to be rebilled. Select Select All Ins. All line items show check mark in the R (Release to Bill) column, the encounter status changes to Rebill, and the Rebill Encounter check box is automatically selected. To save changes and close the window, select OK. To flag specific charges to be rebilled, do the following: Open the Balance C

Help Guide for NextGen® Enterprise PM 8

Reassigning Charge Balances using Balance Control

Charge balances move between buckets in Balance Control based on the status selected for each line item during payment entry. You can manually reassign charge balances between buckets in Balance Control without entering a corresponding transaction. When a rejection receives from the primary payer because the patient no longer has that insurance. A $0.00 payment is posted from the payer, but a status of None is selected during payment entry which prevents charge balances from automatically moving from the Ins1 Amt bucket to the Ins2 Amt bucket. Balance Control can be used to manually reassign charge balances when needed. Reassign Insurance Balances You can reassign insurance balances on the Balance Control window. Reassign Patient Balances You can reassign patient balance on the Balance Control window. Reassign Partial Balances You can reassign partial balances from insurance to patient and patient to insurance. Parent topic: Balance Control

Help Guide for NextGen® Enterprise PM 8

Reorder Encounter Insurances using Balance Control

When the wrong insurance is attached to an encounter, or the correct insurance is attached to an encounter but in the wrong order, the incorrect insurance can be billed. You can use Balance Control to reorder encounter insurances, so the correct insurance is billed. To reorder encounter insurances using balance control, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter, and then select the Balance Control icon. The Balance Control window opens. Select the payer to be reordered. Do one of the following: Select the blue down arrow button to move the payer to a lower order. Select the blue up arrow button to move the payer to a higher order. A confirmation message appears stating that the insurance amount follows payer to the next selected bucket. Do one of the following: Select No to leave the charge balances in the current Ins Amt bucket. Select Yes to move the charge balances out of the current Ins A

Help Guide for NextGen® Enterprise PM 8

Balance Control

Balance Control performs the following: Rebill encounter Reorder encounter insurances Add encounter insurance Reassign encounter balances Prorate charge balances Note: Access to Balance Control is dependent on security access rights in System Administrator > Group Rights > Modules > Transactions > Balance Control. If you attach the initial Balance Control for an unbilled encounter with primary and secondary insurances and enter the charges on the encounter, all charges are flagged with a check mark on the R (Release to Bill) column for billing to primary insurance. The patient is responsible for a co-pay amount on the first charge, and primary insurance is responsible for the remaining charge balances. When the encounter has gone through the billing process and a claim is successfully created for the primary insurance, the check marks on the R (Release to Bill) column disappear. You can view Balance Control Tips window by selecting the Charge Information icon. The window provides infor

Help Guide for NextGen® Enterprise PM 8

Reassign Insurance Balances

Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter, and then select the Balance Control icon. The Balance Control window opens. Right-click Ins Amt, and then select Move all Ins(n) balances to. From the sub-menu, select one of the following: Ins1: Moves insurance balances on all charges from the Ins2 Amt or Ins3 Amt bucket to the Ins1 Amt bucket. Ins2: Moves insurance balances on all charges from the Ins1 Amt or Ins3 Amt bucket to the Ins2 Amt bucket. Ins3: Moves insurance balances on all charges from the Ins1 Amt or Ins2 Amt bucket to the Ins3 Amt bucket. Pat Amt: Moves insurance balances on all charges from the Ins1 Amt, Ins2 Amt or Ins3 Amt bucket to the Pat Amt bucket. Note: The Ins1, Ins2 and Ins3 options available for selection is dependent on the number of insurances linked to the encounter. Select the R to flag charges to be rebilled, if needed. Select OK. To move insurance balances for selected charges only, d

Help Guide for NextGen® Enterprise PM 8

Reassign Insurance Balances

Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter, and then select the Balance Control icon. The Balance Control window opens. Right-click Ins Amt, and then select Move all Ins(n) balances to. From the sub-menu, select one of the following: Ins1: Moves insurance balances on all charges from the Ins2 Amt or Ins3 Amt bucket to the Ins1 Amt bucket. Ins2: Moves insurance balances on all charges from the Ins1 Amt or Ins3 Amt bucket to the Ins2 Amt bucket. Ins3: Moves insurance balances on all charges from the Ins1 Amt or Ins2 Amt bucket to the Ins3 Amt bucket. Pat Amt: Moves insurance balances on all charges from the Ins1 Amt, Ins2 Amt or Ins3 Amt bucket to the Pat Amt bucket. Note: The Ins1, Ins2 and Ins3 options available for selection is dependent on the number of insurances linked to the encounter. Select the R to flag charges to be rebilled, if needed. Select OK. To move insurance balances for selected charges only, d

Reorder Encounter Insurances using Balance Control

Example

Recommendations

Rebill an Encounter using Balance Control

Reassigning Charge Balances using Balance Control

Reorder Encounter Insurances using Balance Control

Balance Control

Reassign Insurance Balances

Reassign Insurance Balances

Reorder Encounter Insurances using Balance Control

Example

Rebill an Encounter using Balance Control

Reassigning Charge Balances using Balance Control

Reorder Encounter Insurances using Balance Control

Balance Control

Reassign Insurance Balances

Reassign Insurance Balances