Send an Encounter Collection Letter

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Encounter Note

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria entered display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Encounter Notes section, do one of the following: To add a note, select the Open Menu icon and select New. To modify an existing note, select the item in the list, select Open Menu, and then select Open. The Patient Notes window opens. In the Subject and Note Entry fields, do one of the following. Enter a free-text subject and note. In the User Note Description field, select one or more pre-defined notes, and then select the arrow button to add the sel

Help Guide for NextGen® Enterprise PM 8

Enter an Encounter Follow-up Date

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the entered search criteria display in the Matching Records section of the window. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Follow Up Date field, and then enter a future date. The Follow Up option automatically enables the encounter to include in the Collections Follow Up report. Select OK. Parent topic: Collections

Help Guide for NextGen® Enterprise PM 8

Use the Collections Follow Up Report

The Collections Follow Up report track encounters on the Billing & Collections tab of the Encounter Maintenance window. The report has drill-down functionality with direct access to encounters in patient charts. If the Follow Up Date on an encounter is changed or removed, the patient is crossed-out on the report indicating the encounter has already been reviewed. Open NextGen® Enterprise PM. From the Reports menu, select Accounts Receivable. Select Collections, and then select Collections Follow Up. The NextGen Report Filter window opens. Select Columns, and then select the desired columns to be included in the report. Select Filter 1, and then select the desired Follow Up Date range for the report. Select Filters, and then select any additional data that you want to generate on the report. Select Sorting, and then sort and group encounters by the Follow Up Date. To save changes and generate the report, select OK. The Collections Follow Up List preview window opens. On the report, doub

Help Guide for NextGen® Enterprise PM 8

Add a Collection Letter to an Encounter

To add a collection letter to an encounter, do the following: Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria are displayed in the Matching Records section. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. In the Encounters list, open the encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Collection Letter field, select a letter. The Send Collection Letter check box is automatically selected. This qualifies the letter to be included in the next batch of Encounter Collection Letters. To save changes and close the window, select OK. Parent topic: Print or Export Batch Encounter Collection Letters

Help Guide for NextGen® Enterprise PM 8

Add a Collection Letter to an Encounter

To add a collection letter to an encounter, do the following: Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria are displayed in the Matching Records section. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. In the Encounters list, open the encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Collection Letter field, select a letter. The Send Collection Letter check box is automatically selected. This qualifies the letter to be included in the next batch of Encounter Collection Letters. To save changes and close the window, select OK. Parent topic: Print or Export Batch Encounter Collection Letters

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

Send an Encounter Collection Letter

Recommendations

Add or Modify an Encounter Note

Enter an Encounter Follow-up Date

Use the Collections Follow Up Report

Add a Collection Letter to an Encounter

Add a Collection Letter to an Encounter

Add and Send Encounter Notes

Add or Modify an Encounter Note

Enter an Encounter Follow-up Date

Use the Collections Follow Up Report

Add a Collection Letter to an Encounter

Add a Collection Letter to an Encounter

Add and Send Encounter Notes