Set Preference to Search for Allowed Amounts in Contracts

Help Guide for NextGen® Enterprise PM 8

Set Preference to Search for Allowed Amounts in Transaction History

You can retrieve allowed amounts from transaction history by setting Transaction History as the source for allowed amounts. Open NextGen® Enterprise PM. In the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services in the preference list and open the Search for Allowed Amount tab. Select Transaction History. A message appears stating that when transaction history is selected, the application ignores the allowed amount in the contract library. Select OK. Set the transaction history date range by selecting the period from the list and the start and end dates. Select one of the following allowed amount options. Average of all allowed amounts. To get the average of the allowed amounts obtained from the transaction history. Latest allowed amount. To get the latest allowed amount from the transaction history. To exclude transactions with allowed amounts equating to zero dollars, select Exclude zero dollar amounts from Transaction History. Select

Help Guide for NextGen® Enterprise PM 8

Set Preference to Search for Allowed Amounts in Transaction History and Contract

You can search for allowed amounts in transaction history and contract library by setting Both as the source for allowed amounts. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services in the preference list and open the Search for Allowed Amount tab. Select Both as the source of the allowed amount. A message appears stating that when transaction history is selected, the application ignores the allowed amount in contract library. From the following options, select the sequence of sources to fetch the allowed amount. Contract, then Transaction History. To search contract library first. If not found, then transaction history is searched. Transaction History, then Contract. To search transaction history first. If not found, then contract library is searched. Note: A message appears stating that the application ignores the allowed amount in contract library when transaction history is selected. Set the tra

Help Guide for NextGen® Enterprise PM 8

Set Preference to Search for Allowed Amounts in Contracts

You can retrieve allowed amounts from contract library, by setting Contract as the source for allowed amounts. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. select Pre-Services in the preference list and open the Search for Allowed Amount tab. Select Contract as the source for allowed amounts. Select OK. Parent topic: Configuring Practice Preferences for Allowed Amount

Help Guide for NextGen® Enterprise PM 8

Configuring Practice Preferences for Allowed Amount

The Search for Allowed Amount tab in the Pre-Service practice preferences enables you to select the source for allowed amount for cost estimation. The allowed amount for cost estimation can be sourced from the following: Contracts Transaction history If you are the administrator, you can set the source from where the allowed amount can be retrieved. You also select both the sources to retreive the allowed amount. Set Preference to Search for Allowed Amounts in Contracts You can set contracts as the source for allowed amounts. Set Preference to Search for Allowed Amounts in Transaction History You can set transaction history as the source for allowed amounts. Set Preference to Search for Allowed Amounts in Transaction History and Contract You can set preference to look for allowed amounts in transaction history and contract library. Parent topic: Configuring Pre-Services Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Set Preference to Search for Allowed Amounts in Transaction History

You can retrieve allowed amounts from transaction history by setting Transaction History as the source for allowed amounts. Open NextGen® Enterprise PM. In the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services in the preference list and open the Search for Allowed Amount tab. Select Transaction History. A message appears stating that when transaction history is selected, the application ignores the allowed amount in the contract library. Select OK. Set the transaction history date range by selecting the period from the list and the start and end dates. Select one of the following allowed amount options. Average of all allowed amounts. To get the average of the allowed amounts obtained from the transaction history. Latest allowed amount. To get the latest allowed amount from the transaction history. To exclude transactions with allowed amounts equating to zero dollars, select Exclude zero dollar amounts from Transaction History. Select

Help Guide for NextGen® Enterprise PM 8

Set Preference to Search for Allowed Amounts in Transaction History and Contract

You can search for allowed amounts in transaction history and contract library by setting Both as the source for allowed amounts. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services in the preference list and open the Search for Allowed Amount tab. Select Both as the source of the allowed amount. A message appears stating that when transaction history is selected, the application ignores the allowed amount in contract library. From the following options, select the sequence of sources to fetch the allowed amount. Contract, then Transaction History. To search contract library first. If not found, then transaction history is searched. Transaction History, then Contract. To search transaction history first. If not found, then contract library is searched. Note: A message appears stating that the application ignores the allowed amount in contract library when transaction history is selected. Set the tra

Set Preference to Search for Allowed Amounts in Contracts

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Set Preference to Search for Allowed Amounts in Transaction History

Set Preference to Search for Allowed Amounts in Transaction History and Contract

Set Preference to Search for Allowed Amounts in Contracts

Configuring Practice Preferences for Allowed Amount

Set Preference to Search for Allowed Amounts in Transaction History

Set Preference to Search for Allowed Amounts in Transaction History and Contract

Set Preference to Search for Allowed Amounts in Contracts

Set Preference to Search for Allowed Amounts in Transaction History

Set Preference to Search for Allowed Amounts in Transaction History and Contract

Set Preference to Search for Allowed Amounts in Contracts

Configuring Practice Preferences for Allowed Amount

Set Preference to Search for Allowed Amounts in Transaction History

Set Preference to Search for Allowed Amounts in Transaction History and Contract