Reverse Transactions on Encounters

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

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

Exclude Encounter Charges from Outsourcing

Before you begin You must turn on the Outsourcing option in File maintenance Practice Preferences. 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 Chart Details tab, and then select the open folder icon. In the Chart Details window, select the Exempt from Outsourcing checkbox, and then select OK. The encounter charges are excluded from outsourcing. Parent topic: Create a Patient Chart

Help Guide for NextGen® Enterprise PM 8

Viewing Transactions Information in Encounters

Viewing Transactions Information in Encounters Viewing Transactions Information in Encounters You can view charges and transactions (payments, adjustments, and refunds) for an encounter in the Transactions tab under Encounters. Additionally you can use the Transactions tab to do the following: Open the Charge Posting window. Reverse the payment on a transaction. The reversed payment appears in the Tracking Desc column in the Transactions tab. Open the Payment Entry window to view the transaction details. View the NextGen® Document Management explanation of benefits (EOB). View the NextGen® Document Management fee ticket. View the Electronic Remittance Advice (ERA) explanation of benefits (EOB) information. View the credit card information associated with the transaction. Open the Coordination of Benefits Information window. Open the Coordination of Benefits All Payer window. Encounters - Transactions tab For more information on transactions, go to NextGen Healthcare Success Community,

Help Guide for NextGen® Enterprise PM 8

Reverse Automatic Adjustments from the Patient Chart

You can reverse automatic adjustments made on charges in outdated contracts. These adjustments are made when the encounter meets any of the following criteria: Automatic adjustments from a contract have been applied to a charge. The allowed amount for the charge line-item has been updated in the contract for the time period of the encounter. The encounter has a status of unbilled, billed, rebilled, or history. The begin DOS for charge is during the effective time period of the CPT4 that is defined in the Fee Schedule tab of the contract. The user performing the reverse automatic adjustments has the proper security. 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. Select the Enc

Help Guide for NextGen® Enterprise PM 8

View a Voided Charge from the Patient Chart

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Select the patient, and then select Find. The Patient Chart window opens. Select the Encounters tab. Select the desired encounter. Select the Transactions sub-tab. All charges, voided charges, and transactions appear for the encounter. Parent topic: Voiding Charges

Reverse Transactions on Encounters

Recommendations

Add and Send Encounter Notes

Create Cases in an Encounter

Exclude Encounter Charges from Outsourcing

Viewing Transactions Information in Encounters

Reverse Automatic Adjustments from the Patient Chart

View a Voided Charge from the Patient Chart

Reverse Transactions on Encounters

Add and Send Encounter Notes

Create Cases in an Encounter

Exclude Encounter Charges from Outsourcing

Viewing Transactions Information in Encounters

Reverse Automatic Adjustments from the Patient Chart

View a Voided Charge from the Patient Chart