Ensure that the Estimate Patient Cost item is included in the autoflow.
You can run the autoflow for checkin or checkout from the appointment lookup.
Open NextGen® Enterprise PM and do one of the following:
Click the AppList icon on the toolbar.
Select Tasks > Lookup > Appointments.
The Appointment Lookup window opens.
Use the search criteria and click Find.
The appointments matching the search criteria are displayed in the Appointment List.
Right-click an appointment. Do one of the following:
Select Checkin from the menu to start the checkin sequence.
Select Checkout from the menu to start the checkout sequence.
The first window configured in the autoflow opens.
Click AutoFlow to open the next window in the sequence. Continue with the autoflow until the Estimate Patient Cost window opens.
The Estimate Patient Cost window opens if it is configured in the sequence. The Estimate Patient Cost window displays the appointment details such as the encounter number and date, appointment date, provider, location, and service type.
Perform the cost estimation.
Click AutoFlow to open the next window in the sequence.
The cost estimation data is saved and the next window opens.
If cost estimation is configured as the last in the sequence, close the Estimate Patient Cost window.
