Set Up Sliding Fee Preferences for Cost Estimation

Help Guide for NextGen® Enterprise PM 8

Attach Sliding Fee to a Patient or Person

You can set up the sliding fee schedule master file and sliding fee preferences. In NextGen® Enterprise PM, on the Estimated Patient Cost window, select a patient or person who you want to perform the cost estimation for. In the Patient/Guarantor Information section, select . The Modify Patient Information window opens. Select the UDS tab. In the Sliding Fee Schedule Verification section, select the open menu , and select New. The Sliding Fee Verification window opens. Select the Sliding Fee Schedule for the patient or person. Note: The Sliding Fee Schedule list displays the schedules defined in the sliding fee schedules master file in File Maintenance. Hidden and expired sliding fee schedules are not listed. Select the effective and expiration dates for the sliding fee schedule. In the Head of Household Family Information section, select the open menu , and select New. Note: To enter family information, a head of household must be selected for the patient or person. The Family Info wi

Help Guide for NextGen® Enterprise PM 8

Set Up Sliding Fee Preferences for Cost Estimation

You must complete the following sliding fee practice preferences before the cost estimation. In NextGen® Enterprise PM, open Admin > Preferences > Practice. The Practice Preferences window opens. In Preference List, select Sliding Fee. The sliding fee practice preferences appear. Select If amount due is less than minimum value or flat rate, do not slide. Note: Selecting this option prevents positive sliding fee adjustments that increase the amount due up to the defined minimum value or flat rate. This occurs in cases where the balance is less than the minimum value/flat rate. To enable real time sliding during charge posting, select Real- Time Adjustments from the Sliding Fee Adjustment Type list. Select OK. Parent topic: Sliding Fee in Cost Estimation

Help Guide for NextGen® Enterprise PM 8

Sliding Fee in Cost Estimation

The sliding fee program offers differential pricing with adjustments based on the annual income and family size of a patient or person. Sliding fee schedules are attached to a patient or person or a specific encounter or chart in NextGen® Enterprise PM. When you attach a sliding fee schedule to an encounter, a percentage of the estimated amount specified on the Estimate Patient Cost window is automatically adjusted. In cost estimation, a patient or person eligible for sliding fee adjustments can only use the self-pay mode of payment. In NextGen® Enterprise PM, you can do the following: Attach sliding fee schedules at the chart level or encounter level for a person or patient. Note: The system does not combine encounter level and chart level sliding fees while judging which to apply. Encounter level sliding fee always take precedence over chart level sliding fee. Apply multiple sliding fee schedules at an encounter level or chart level for a person or patient. Note: When you add multipl

Help Guide for NextGen® Enterprise PM 8

Sliding Fee Schedules

Sliding Fee Schedules are typically used by Health Centers. They are linked to a patient or to a specific patient encounter in NextGen® Enterprise PM. Once linked, a percentage of the charge amounts entered on an encounter are automatically adjusted off. The percentage of the automatic adjustment is based on household family size and annual income. Sliding Fee Schedule adjustments are reported on the UDS Report. Multiple sliding fee schedules can be created if needed. For example, if the percentage discounts vary for medical, dental, vision and/or behavioral health services, separate schedules can be created for each. To use Sliding Fee Schedules in NextGen® Enterprise PM, the following setup must be completed: Create Transaction Codes in File Maintenance to be used for sliding fee adjustments. Create Sliding Fee Schedules in File Maintenance. Configure options in Practice Preferences > Sliding Fee to determine how sliding fee adjustments should function within the practice. Once Slidi

Help Guide for NextGen® Enterprise PM 8

Sliding Fee Schedules

Sliding Fee Schedules are typically used by Health Centers. They are linked to a patient or to a specific patient encounter in NextGen® Enterprise PM. Once linked, a percentage of the charge amounts entered on an encounter are automatically adjusted off. The percentage of the automatic adjustment is based on household family size and annual income. Sliding Fee Schedule adjustments are reported on the UDS Report. Multiple sliding fee schedules can be created if needed. For example, if the percentage discounts vary for medical, dental, vision and/or behavioral health services, separate schedules can be created for each. To use Sliding Fee Schedules in NextGen® Enterprise PM, the following setup must be completed: Create Transaction Codes in File Maintenance to be used for sliding fee adjustments. Create Sliding Fee Schedules in File Maintenance. Configure options in Practice Preferences > Sliding Fee to determine how sliding fee adjustments should function within the practice. Once Slidi

Help Guide for NextGen® Enterprise PM 8

Sliding Fee Schedules

Sliding Fee Schedules are typically used by Health Centers. They are linked to a patient or to a specific patient encounter inNextGen® Enterprise PM. When it is linked and you enter the percentage or charge amount on an encounter, it is automatically adjusted. The percentage of the automatic adjustment is based on householdfamily sizeandannual income. Sliding Fee Schedule adjustments are reported on the UDS Report. You can create multiple sliding fee schedules, if needed. If the percentage discounts vary for medical, dental, vision and/or behavioral health services, separate schedules can be created for each. To use Sliding Fee Schedules inNextGen® Enterprise PM, the following set up must be completed. CreateTransaction Codesin File Maintenance to be used for sliding fee adjustments. CreateSliding Fee Schedulesin File Maintenance. Configure options inPractice Preferences > Sliding Feeto determine how sliding fee adjustments should function within the practice. When Sliding Fee Schedule

Set Up Sliding Fee Preferences for Cost Estimation

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Attach Sliding Fee to a Patient or Person

Set Up Sliding Fee Preferences for Cost Estimation

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Set Up Sliding Fee Preferences for Cost Estimation

Attach Sliding Fee to a Patient or Person

Set Up Sliding Fee Preferences for Cost Estimation

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Sliding Fee Schedules

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Sliding Fee Schedules