Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

NextGen® Document Management User Guide,

Annotate, Resize, and RotateExplanation of Benefits Images

When you view the Explanation of Benefits (EOB) images that are linked to transactions in the NextGen® Enterprise PM application, you can annotate and resize the images. You can also. To annotate, resize, or rotate an EOB image, right-click the image, and then select the command you want from the shortcut menu. To isolate a selected portion of the EOB to include with a claim, select the select mode icon on the image viewer toolbar, and then drag a box over the portion of the EOB image you want to associate with the claim. The application erases the sections at the top and bottom of the image you selected. Note: The application saves the EOB section you select as an annotation to the whole image. To undo the selection, right-click the image, select Annotation, and then select Delete. Link Explanation of Benefits Images to NextGen Enterprise PM Transactions You can link Explanation of Benefits (EOB) images with transaction batches in NextGen® Enterprise PM. Parent topic: Acquiring and Fi

NextGen® Document Management User Guide,

Create an EOB Document Type

File Maintenance includes an Explanation of Benefits (EOB) document type template that you can apply when you create a document type for EOB batches in NextGen® Document Management. The template automatically assigns EOB-related fields to the document type. Note: To use EOB filing with NextGen® Enterprise PM, a document type with the NextGen EOB template assigned must exist. Open File Maintenance. In Master Files, select System or PM or Document Management, and then select Document Types. The Document Types List window opens. Select the open menu button, and then select New. The Document Type Information window opens. In Document Type Description, enter the name of the document type, making sure the name indicates it is an EOB document type. In Document Type Template, select NextGen EOB as the EOB template you want to apply. The Document Type Information window displays the list of EOB-related fields that comprise the template. Note: Make sure the window displays at least 16 fields. Ot

NextGen® Document Management User Guide,

Using NextGen® Document Management with Other Applications

When you open a patient image in NextGen® Document Management while NextGen® Enterprise PM or NextGen® Enterprise EHR is open, the patient chart associated with the NextGen® Document Management image opens in the other application. NextGen® Document Management also displays the image of the active patient. This sequence of actions does not occur when you access NextGen® Document Management with Clinical Context Object Workgroup (CCOW). To synchronize with the active patient, you can select Active Patient from the Tasks menu. From NextGen® Document Management, you can open NextGen® Enterprise EHR demographic and MRN templates. You can access images associated with encounters from the list of encounters that appears in NextGen® Enterprise EHR. You can include images in the workflow. You can right-click a task in the workflow and select the Open Patient's Document option to display the images associated with the task. When you access a patient's chart in NextGen® Enterprise PM, any images

Help Guide for NextGen® Enterprise PM 8

Recording Transactions to a Batch

You can create a batch for initiating the payment posting process for patient payments, insurance End Of Business(EOB), and invoices. NextGen® Enterprise PM requires you to create a transaction batch header for entering payments or transactions. You can use the Batch Maintenance window to add transactions to batches for: Encounters Accounts Invoices Budgets Creating Batch Header Records You can create a batch header record to enter transactions in NextGen® Enterprise PM. Set Up a Batch Header Record You can use the Batch Maintenance window to set up a batch header record to enter transactions. Post a Budget Payment You can select the budget source type on the Payment entry window to enter a budget payment. Tracking Patient Deductible Amounts You can enter a patient deductible amount for every line-item on the payment entry window. Spreading Payments You can use the Payment Entry window to spread payments across line items. Posting Multiple Payments and Adjustments to a CPT4 Code You ca

NextGen® Document Management User Guide,

Configure Your Filing Options in User Preferences

When determining the default rendering provider, the NextGen® Document Management performs the following checks: If the rendering provider is associated with the encounter. If a rendering provider is not associated with the encounter, NextGen® Document Management checks patient and person information check to verify if arendering provider is attached to the patient or person. Note: If a rendering provider cannot be found in the encounter of patient or person information, then the Default Rendering Provider field is not filled automatically. Open NextGen® Document Management. On the toolbar, select Admin, and then select Preferences > User. The Doc Mgmt tab opens in the User Preferences window. Select defaults for the Quick File Configuration profile, document type for filing a document, and then select the default rendering provider for the patient documents. When you file a document, you can manually assign a rendering provider that either overrides the selected provider or fills the

Help Guide for NextGen® Enterprise PM 8

Posting Transactions

In NextGen® Enterprise PM, a payment is considered posted only if has gone through the posting process. You can add or modify payments for an encounter only until it is posted. The posting process is a way of telling the application that everything has been done correctly and is ready to be committed to the system. Payment posting could be manual in paper format as Explanation of Benefits (EOB) or electronically as Electronic Remittance Advice (ERA). In NextGen® Enterprise PM, there are two sources for transactions, patients or payers. Payments may come from primary, secondary or tertiary payers. Transaction Posting Process You can create a batch to enter relevant information for payments and posting the payments. Viewing Transaction Dates You can view different dates associated with all transactions in the Batch Maintenance window. Recording Transactions to a Batch You can create a transaction batch header to enter payments or transactions. Posting Encounter and Account Level Payments

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

Recommendations

Annotate, Resize, and RotateExplanation of Benefits Images

Create an EOB Document Type

Using NextGen® Document Management with Other Applications

Recording Transactions to a Batch

Configure Your Filing Options in User Preferences

Posting Transactions

Annotate, Resize, and RotateExplanation of Benefits Images

Create an EOB Document Type

Using NextGen® Document Management with Other Applications

Recording Transactions to a Batch

Configure Your Filing Options in User Preferences

Posting Transactions