Sending Cost Estimation Form to NextGen® Enterprise Patient Portal

Help Guide for NextGen® Enterprise PM 8

Send to Patient Portal field in the Estimate Patient Cost Window and Patient Chart

The Send To Patient Portal field has been added in the Estimate Patient Cost and Patient Chart windows to send the cost estimation form to NextGen® Enterprise Patient Portal. You can send the cost estimation form in the patient chart by selecting the Estimation Results and then selecting the Send To Patient Portal option in the Clinical History/ Notes tab. Note: The Send To Patient Portal field is available only for patients enrolled in NextGen® Enterprise Patient Portal. The Patient Amount column has been added in the Service Items section on the Estimate Patient Cost window. The Patient Amount column reflects the correct total patient responsibility amount by adding the Copay, Coinsurance, Deductible, and Non-Covered service items. To modify the Patient Amount column, you must modify one of the applicable columns used to calculate the patient amount for the service line. In the Estimate Patient Cost report, Est Svc Pat Amt column name and Estimate Service Item Patient Amount descript

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for a Person

A person in NextGen® Enterprise PM is denoted by and can be any of the following: New patient who has not yet been checked in for the first appointment Guarantor for a patient in the practice Insurance policy holder for a patient in the practice Emergency contact for a patient in the practice Patient in another practice within the same enterprise You can find a person using the People Lookup window and initiate cost estimation for the person. You can open the People Lookup window through one of the following methods. Selecting Lookup or Est Patient Cost on the toolbar. Selecting Tasks > Estimate Patient Cost from the menu. Selecting Tasks > Lookup > People from the menu. You can use the search criteria to find the person. You can open the Estimate Patient Cost window by right-clicking the record of the specific person and selecting Estimate Patient Cost. If you initiate cost estimation for a person or patient using the People Lookup window, the following information is displayed. Demog

Help Guide for NextGen® Enterprise PM 8

The Portal Forms Tab in the Modify Person Information Window

In the Modify Person Information window, the Portal Forms tab has been added to store cost estimation forms. When you send a cost estimation form to the NextGen® Enterprise Patient Portal for a person who is not a patient yet, the system captures the form and stores it in the Portal Forms tab. Data stored in Portal Forms is automatically transferred to the Patient Portal Forms folder when the person becomes a patient. You can view a copy of the cost estimation form that is sent to the NextGen® Enterprise Patient Portal by selecting Portal Forms in the Modify Person Information window. The following columns have been added in the Portal Forms tab: Date/Time Creator Form Name Form Description Cost Estimation ID Parent topic: Estimating Patient Cost

Help Guide for NextGen® Enterprise PM 8

Cost Estimation for a Patient

In NextGen® Enterprise PM, a patient is a record that has a chart created in the practice and is denoted by . A chart includes the clinical and financial details related to the patient's encounters in the practice. A person can become a patient in the practice when a chart is created for the person. A patient record that has an account in the practice is denoted by . You can search for and find a patient in the practice on the Patient Lookup window. You can open the Patient Lookup window by selecting Chart on the toolbar or selecting Tasks > Lookup > Charts. You can use the search criteria to find the desired patient. To open the Estimate Patient Cost window, you can right-click the specific patient and select Estimate Patient Cost. If you initiate cost estimation for a patient using the Patient Lookup window, the following information is displayed. Demographic information of the person or patient and the guarantor All active and unhidden insurances Parent topic: Estimating Patient Cos

Help Guide for NextGen® Enterprise PM 8

Estimating Patient Cost

In NextGen® Enterprise PM, the Estimate Patient Cost window enables you to specify the inputs required for calculating the patient and insurance responsibility amounts for services planned or rendered. You can initiate cost estimation from: The People Lookup window for a person. The Patient Lookup window for a patient. The Appointment Lookup window or the appointment book for an appointment or event. The Encounter Lookup window or the Encounters tab on the Patient Chart window for an encounter. The Estimation Results in the Clinical History/Notes tab on the Patient Chart window. When you initiate the cost estimation, the Estimate Patient Cost window opens: Estimate Patient Cost window Every time you specify and submit data on the Estimate Patient Cost window, a new cost estimation record will be created with a unique cost estimation ID. Multiple cost estimates can be created for one person, patient, appointment, or encounter. Estimate Patient Cost Fields Estimate Patient Cost window fi

Help Guide for NextGen® Enterprise PM 8

Create or Open Cost Estimations from Estimation Results

In NextGen® Enterprise PM, open the chart of the desired patient, and select the Clinical History/Notes tab. In Topics, select Estimation Results. The completed estimates for the patient are displayed. Do one of the following: To create a cost estimate, right-click the Details section, and select New. The Estimate Patient Cost window opens displaying the demographic information of the patient. To open a cost estimate, right-click the Details area, and select Open. The Estimate Patient Cost window opens displaying the cost estimation details. Specify the values, and submit them for cost estimation. A cost estimation is created with a new cost estimate ID and is added to the estimated results in the chart. Parent topic: Estimation Results in Patient Charts

Sending Cost Estimation Form to NextGen® Enterprise Patient Portal

Before you begin

Recommendations

Send to Patient Portal field in the Estimate Patient Cost Window and Patient Chart

Cost Estimation for a Person

The Portal Forms Tab in the Modify Person Information Window

Cost Estimation for a Patient

Estimating Patient Cost

Create or Open Cost Estimations from Estimation Results

Sending Cost Estimation Form to NextGen® Enterprise Patient Portal

Before you begin

Send to Patient Portal field in the Estimate Patient Cost Window and Patient Chart

Cost Estimation for a Person

The Portal Forms Tab in the Modify Person Information Window

Cost Estimation for a Patient

Estimating Patient Cost

Create or Open Cost Estimations from Estimation Results