Set Up Security Access Rights for Charge Discounts

Help Guide for NextGen® Enterprise PM 8

Enable Charge Discounts in Practice Preferences

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. Note: This setting affects the patient discount calculation while using an adjustment transaction code when source is a patient. Insurance discount using an adjustment transaction code when source is the third party is calculated based on the total charge amount, regardless of this setting. In the Preference List, select Charge Entry, and then select the Charges tab. Select Enable discounts in charge entry to enable charge discounts in the Charge Posting window. Note: The Discounts icon becomes available on the Charge Posting toolbar, and the Discounts Criteria section in the Transaction Codes window. Select Apply patient discount to patient balance only to calculate patient discounts using the Patient Amount on each charge and not the Original Charge Amount. Do not select Apply patient discount to patient balance only to calculate patient discounts using the

Help Guide for NextGen® Enterprise PM 8

Set Up Security Access Rights for Charge Discounts

You must have security access rights to enable the Apply Charge Discount option in System Administrator and to access the Discounts window from the Charge Posting window in NextGen® Enterprise PM. To set up security access rights for charge discounts, do the following: Open System Administrator. Select Practice. Select the desired user group name under the practice. Select the Rights tab. Select Operations, and then select Charge Entry. Select Apply Charge Discount, and then set the appropriate Access Rights for the group. If you select Yes, the Discounts icon is available on the Charge Posting toolbar. If you select No, then the Discounts icon is not available on the Charge Posting toolbar. To save changes, select Save, and then Update. For more information on setting up security access rights, go to the NextGen Healthcare Success Community and download the System Administrator Guide for NextGen® Enterprise. Parent topic: Setting Up Charge Discounts

Help Guide for NextGen® Enterprise PM 8

Setting Up Charge Discounts

The Charge Discounts functionality in NextGen® Enterprise PM involves the following setup: Enable discounts for a practice in the Practice Preferences window. flag payers as either contracted or non-contracted for discounts in the Payers window. Create adjustment transaction codes for discounts in the Transaction Codes window. Enable tracking of discounts within a practice in the Significant Events window. Set up user security access rights for discounts in System Administration. Enable Charge Discounts in Practice Preferences You can enable charge discounts on the Charges tab in the Practice Preferences window. Set up Payers for Charge Discounts You can set up payers for charge discounts on the Modify Payer Information window. Set up Transaction Codes for Charge Discounts You can set up transaction codes on the Transaction Code List window for charge discounts. Significant Events for Charge Discounts You can enable significant events to track user activity related to charge discounts

Help Guide for NextGen® Enterprise PM 8

Setting Up Charge Discounts

The Charge Discounts functionality in NextGen® Enterprise PM involves the following setup: Enable discounts for a practice in the Practice Preferences window. flag payers as either contracted or non-contracted for discounts in the Payers window. Create adjustment transaction codes for discounts in the Transaction Codes window. Enable tracking of discounts within a practice in the Significant Events window. Set up user security access rights for discounts in System Administration. Enable Charge Discounts in Practice Preferences You can enable charge discounts on the Charges tab in the Practice Preferences window. Set up Payers for Charge Discounts You can set up payers for charge discounts on the Modify Payer Information window. Set up Transaction Codes for Charge Discounts You can set up transaction codes on the Transaction Code List window for charge discounts. Significant Events for Charge Discounts You can enable significant events to track user activity related to charge discounts

Help Guide for NextGen® Enterprise PM 8

Setup Access Rights for Group Scheduling

To work with patient groups, group appointments, and group encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, users must have security access rights in System Administrator. Access System Administrator. The NextGen System Administrator window opens. On the left, select to expand an enterprise and then a practice. Select a user group within the practice. Select the Rights tab. To enable users to add or modify Patient Groups in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, and then select Patient Group. In the Access Rights section, select Yes. To enable users to schedule Group Appointments in NextGen® Enterprise PM, do the following: Select to expand Modules, then expand Scheduling, and then select Appointments. In the Access Rights section, select Add. To enable users to create Group Encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, then expand Encounters,

Help Guide for NextGen® Enterprise PM 8

Setup Access Rights for Group Scheduling

To work with patient groups, group appointments, and group encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, users must have security access rights in System Administrator. Access System Administrator. The NextGen System Administrator window opens. On the left, select to expand an enterprise and then a practice. Select a user group within the practice. Select the Rights tab. To enable users to add or modify Patient Groups in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, and then select Patient Group. In the Access Rights section, select Yes. To enable users to schedule Group Appointments in NextGen® Enterprise PM, do the following: Select to expand Modules, then expand Scheduling, and then select Appointments. In the Access Rights section, select Add. To enable users to create Group Encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, then expand Encounters,

Set Up Security Access Rights for Charge Discounts

Recommendations

Enable Charge Discounts in Practice Preferences

Set Up Security Access Rights for Charge Discounts

Setting Up Charge Discounts

Setting Up Charge Discounts

Setup Access Rights for Group Scheduling

Setup Access Rights for Group Scheduling

Set Up Security Access Rights for Charge Discounts

Enable Charge Discounts in Practice Preferences

Set Up Security Access Rights for Charge Discounts

Setting Up Charge Discounts

Setting Up Charge Discounts

Setup Access Rights for Group Scheduling

Setup Access Rights for Group Scheduling