Converting In-Progress to Unbilled Job

Field	Description
Financial Class	Indicate the Financial Class for which you want the encounters converted.
Billable Date From/To	Indicate the billable date range for which you want the encounters converted.
Rendering Physician	Indicate the Rendering Physician for which you want the encounters converted.
Patient Type	Indicate the Patient Type for which you want the encounters converted.
Service Location	Indicate the Service Location(s) for which you want the encounters converted.
Include Records in Billing Hold?	Indicate whether you want the conversion to include records in Billing Hold.
Include Records Without Charges?	Indicate whether you want the conversion to include records that are without charges.
Encounter Specific	Indicate whether you want the conversion to be specific to specified encounters.
Encounter Created By	Indicate whether you want the conversion to be specific to encounters created by a specified user.
Encounter Date From/To	Indicate whether you want the conversion to be specific to an encounter date range.
Charge Created By	Indicate whether you want the conversion to be specific to encounters with charges created by a specified user.
Charge Create Date From/To	Indicate whether you want the conversion to be specific to an encounter charge creation date range.
Charge Batch Info	Indicate whether you want the conversion to be specific to charge batch info.
Conversion Report: Printer Name	If you indicated that you want the Conversion report sent to the printer, identify the printer you want to use. You can also apply the following settings to the printer: Orientation, Tray, Size, or Number of copies.
Conversion Report: Export Format	If you indicated that you want the Conversion report exported, identify the file format you want the job to use.
Conversion Report: Export File Name	If you indicated that you want the Conversion report exported, enter the file name for the exported file that you want the job to use. You can include a date part or counter token in the file name. Tokens are variables that the application replaces with the current date and time or an incremental counter value. Note: When specifying a network folder location for the export file, use the UNC path (\\SERVER\DRIVE), not the mapped letter (X:\).
Conversion Report: Export Overwrite Option	If you indicated that you want the Conversion report exported: Use the specified file name (and overwrite the file if it exists) Add a timestamp to the file name (filename_yyyymmddhhmmss.ext)
Conversion Report: Email Export File to	If you indicated that you want the Conversion report exported, you can set NextGen® Background Business Processor to send a copy of the report to recipients. Enter the email addresses for the recipients you want to receive the file. Separate each email address by a comma.
Conversion Report: Save Snapshot	Indicate whether you want NextGen® Background Business Processor to take a snapshot of the generated report.
Conversion Report: Snapshot Name	Indicate the name that you want the application to give to the report snapshot.
Job runtime alert setting (minutes)	Indicate the number of minutes you want the application to wait before sending out a job runtime alert email.
Job runtime alert email	Enter the email address of the person or persons to whom the application sends the job runtime alert.

NextGen® Background Business Processor Help 8

Bill Encounters Job

You can create the job to charge the rebilled or unbilled encounters and print or export the Claim Production report. Field Description Bill Status Indicates the billing status of the encounters. This displays the following values: Rebill Unbilled Financial Class Indicates the financial classes for the encounter. Primary Payer Indicates the individual primary payer for billing encounters based on which the job processes claims. Billable Date From/To Indicates the billable date range within which the job automatically bills encounters. Rendering Physician Indicates one or more referring physicians. Patient Type Indicates the patient types for the encounter. This field displays the following values: Dental Sliding Fee Study Patient Service Location Indicates one or more service locations for the encounter. Include Records in a Billing Hold? Indicate whether you want the job to include encounter records in a Billing Hold status or not. Include Records Without Charges? Indicate whether you

NextGen® Background Business Processor Help 8

Unapplied Encounter Credits Job

The following table helps to configure the fields of Unapplied Encounter Credits Job: Field Description Encounter Location Indicate one or more Service Location for which you want to process the unapplied encounter Encounter Rendering Indicate the Encounter Rendering physician for which you want the unapplied encounter credits to be processed. Transaction Codes Indicate the original transaction code applied to the unapplied encounter payment Encounter Date From/To Indicate the encounter date as billable date on encounter maintenance. Process Options Indicate the process options from either of the following: Process encounters where patient amount = unapplied amount Process unapplied with patient balance BBP Post Batch Indicate the patient type for which you want the encounters converted. Job runtime alert setting (minutes) Indicate the number of minutes you want the application to wait before sending out a job runtime alert email. Job runtime alert email Enter the email address of the

NextGen® Background Business Processor Help 8

Claim Status Requests Job

You can create the job to download and export the claim status report by configuring the fields as described in the following table. Field Description Claim Request Create Date From/To Indicates the date range for future appointments that you what the job to cover. Financial Class Indicates the financial class that you want to restrict the eligibility requests job to. Service Location Indicates the service location of the practice to which you want to restrict the eligibility requests job. Claim Type Indicates the claim types that you want to include with the job. Payer Indicates the payer associated with the claim. Media Type Indicates one of the following type for claims: Paper Electronic Aged Days Without Payment Enter the number of days without payment that you want the job Claim Status Report: Printer Name If you indicated that you want the claim status report sent to the printer, identify the printer you want to use. You can also apply the following settings to the printer: Orien

NextGen® Background Business Processor Help 8

Statements Job

You can create a job to generate and export statements. Warning: If a Statements job fails to export the file, NextGen® Background Business Processor does not export the statement file, even if it looks acceptable. When a Statements export job fails, it is probable that NextGen® Background Business Processor has not updated the Next Statement Dates. This could result in duplicate statements in the next statement run. Configure the following fields: Field Description Statement Action Indicates whether you want to print or export the statement. Require Account Minimum Statement Amount Indicates the account minimum statement amount to display on the statements. This field displays one of the following: Patient Balance Only Patient + Insurance Balance Account Minimum Statement Amount Indicates a dollar value to serve as the minimum statement amount. Balances less than this amount do not display on the statements. Account Maximum Statement Amount Indicates a dollar value to serve as the max

Help Guide for NextGen® Enterprise PM 8

Encounter Lookup Search Criteria

The following table lists the fields in the Search Criteria area of the Encounter Lookup window and their descriptions. Field Description Bill Status To find encounters with a specific status, select one or more of the following statuses: <none> or blank (includes all statuses) Bad Debt Billed History In Progress Rebill Unbilled Note: The In Progress check box appears only if the Enable In Progress billing status option is selected in Practice Preferences. Financial Class To find encounters with a primary payer assigned to a specific financial class, select one or more financial classes. Enc Nbr To find a specific encounter, enter the encounter number. Billable Dt From To find encounters within a specific Billable Date range, enter a start date. Pulls from the Billable Date field on the Encounter Maintenance window. Billable Date To To find encounters within a specific billable date range, enter an end date. Pulls from the Billable Date field on the Encounter Maintenance window. Render

NextGen® Background Business Processor Help 8

Batch Sliding Fee Adjustments Job

You can create the job to process, print, and export the batch sliding fee adjustments for multiple encounters by configuring the fields as described in the following table. Field Description Encounter Date From/To Indicate whether you want the conversion to be specific for encounters based on the date range. Rendering Physician Indicate the Rendering Physician for which you want the encounters converted. Patient Type Indicate the Patient Type for which you want the encounters converted. Service Location Indicate the Service Location(s) for which you want the encounters converted. Payer List Indicates the Payers which are mapped in the File Maintenance for the selected practice. Batch Posting Report: Printer Name If you indicated that you want the Batch Posting report sent to the printer, identify the printer you want to use. You can also apply the following settings to the printer: Orientation Tray Size Number of copies Batch Posting Report: Export Format If you indicated that you wan

Converting In-Progress to Unbilled Job

Recommendations

Bill Encounters Job

Unapplied Encounter Credits Job

Claim Status Requests Job

Statements Job

Encounter Lookup Search Criteria

Batch Sliding Fee Adjustments Job

Bill Encounters Job

Unapplied Encounter Credits Job

Claim Status Requests Job

Statements Job

Encounter Lookup Search Criteria

Batch Sliding Fee Adjustments Job