NextGen Knowledge Center

Undo Automatic Adjustments On Encounters

Before you begin

You must have the necessary permission to reverse the applied charges.
You can reverse automatic charge adjustments from outdated contracts in the following scenarios:
  • The charge has automatic adjustments applied from a contract.
  • The contract allowed amount for the charge line has been updated for the encounter period.
  • The encounter is unbilled, billed, rebilled, and archived.
  • The charge's date of service falls within the CPT® -4 effective period as defined in the contract's fee schedule.
  1. Open NextGen® Enterprise PM.
  2. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find.
    Matching people and patient records appear in the search results.
  3. In Matching Records, select a patient record , and then select Open.
    The Patient Information tab opens in the Patient Chart window.
  4. Select the Encounters tab, right-click an encounter, and then select Reverse Auto Adjustment.
  5. In the Reverse Automatic Adjustments window, select the adjustment you want to recover, and then select Find.
  6. To view a report of all applicable charges, select Preview.
  7. Select Process.
    The selected adjustments are reversed, and replaced with a new automatic adjustment. The application runs the new Reverse Automatic Adjustments report to summarize the changes.
Undo Automatic Adjustments On Encounters