Threshold Tracking Report

The Threshold Tracking report in NextGen® Enterprise PM provides information about patient encounters linked to programs that have payer-specific threshold rules defined in File Maintenance. You can use the report to review and monitor patients with or without encounters during a specified date range to determine whether they have met the payer's threshold requirements and are ready for billing. For example, in a Behavioral Health practice, a payer may require that patients in a specific program have a minimum number of addiction counseling hours per week, or a minimum number of therapy units per month before billing the payer for those services.

This encounter-based report is available only if the Enable Programs option is selected in Practice Preferences > Programs.

The report has drill-down functionality that enables you to double-click an encounter to access the Patient Chart > Encounters tab directly from the report. From the encounter, you can then access the Charge Posting window to view charges on the encounter.

To access the report in NextGen® Enterprise PM, select the Reports menu and select General and then select Threshold Tracking.