Add a Sliding Fee Schedule

NextGen® Enterprise EHR Help

Add Family Information

Open the Patient Information window for the desired patient. Select the UDS tab. In the Family Information section, select the Open Menu button, and select New. Note: A head of household must be selected for a patient to enter family information. The Family Info window appears. In the Family Size field, enter the number of family members in the patient's household. The default value is 1. In the Income field, enter the income amount for the patient's household. The default value is $0.00. In the Income Cycle field, select one of the following. This field is required. Annually Monthly Weekly If the head of household refuses to provide income information, select the Refused to Report check box. The Income field becomes unavailable. In the Verify Date field, enter the date that the family information was verified. This field is required. In the Effective Date field, enter the start date for the family information. This field is required. In the Expiration Date field, enter the end date fo

NextGen® Enterprise EHR Help

Modify a Sliding Fee Schedule

Open the Person Information or Patient Information window for the desired person or patient. Select the UDS tab. In the Sliding Fee Schedule Verification section, select the row for the sliding fee schedule to be modified. Select the Open Menu button, and select Open. The Sliding Fee Verification window appears. Modify the following fields as needed. Sliding Fee Schedule Effective Date Expiration Date To save changes and close the window, select OK. Parent topic: Sliding Fee Schedule Verification Information

Help Guide for NextGen® Enterprise PM 8

Add a Sliding Fee Schedule

Open the Person Information or Patient Information window for the desired person or patient. Select the UDS tab. In the Sliding Fee Schedule Verification section, select the Open Menu button, and select New. The Sliding Fee Verification window appears. In the Sliding Fee Schedule field, select a sliding fee schedule for the patient. This field is required. Note: Items available for selection are from the Sliding Fee Schedules master file in File Maintenance. Hidden and expired sliding fee schedules are not listed. In the Effective Date field, enter the start date for the sliding fee schedule. This field is required. In the Expiration Date field, enter the end date for the sliding fee schedule. This field is required. If a head of household has been entered for the patient, complete the Head of Household Family Information section. Note: A head of household must be selected for a patient to enter family information. To save changes and close the window, select OK. Note: When multiple sl

NextGen® Enterprise EHR Help

Add, Modify, or Delete Sliding Fee Schedules

You can add, modify, or delete sliding fee schedules for a patient. When multiple sliding fee schedules are linked to a patient, you can arrange the schedules hierarchically. When a charge is entered, the system looks at each schedule in hierarchical order to determine which schedule to use for automatic adjustments. Open the Person Information or Patient Information window for the desired person or patient. Select the UDS tab. In Sliding Fee Schedule Verification, select the open menu icon, and then select New.The Sliding Fee Verification window opens. Select a sliding fee schedule for the patient, and then enter the start and end dates for the schedule. If needed, update the Head of Household Family Information section. Note: A head of household must be selected for a patient in order to enter family information. To delete the sliding schedule, select the open menu icon, and then select Delete.A confirmation message appears. Select OK. Parent topic: Sliding Fee Schedule Verification

Help Guide for NextGen® Enterprise PM 8

Set Up the Sliding Fee Schedule Master File

The Sliding Fee Schedule master file enables you to create a master sliding fee schedule with general parameters such as name, adjustment transaction code, effective/expiration dates, and alert notifications. Access File Maintenance. Select System Master Files > PM > Sliding Fee Schedules. The Sliding Fee Schedules List window opens. Do one of the following: To add a new sliding fee schedule master, select the Open Menu button and select New. To modify an existing sliding fee schedule master, select the item in the list, select the Open Menu button and select Open. The Sliding Fee Schedule Maintenance window opens. In the Schedule Name field, enter a descriptive name for the sliding fee schedule master. This field is required. In the Adjustment Code field, select the adjustment transaction code to be used with the sliding fee schedule master. This field is required. In the Eff Date and Exp Date fields, enter effective and expiration dates for the sliding fee schedule master. These fiel

File Maintenance Help for NextGen® Enterprise 8

Set Up the Sliding Fee Schedule Master File

The Sliding Fee Schedule master file enables you to create a master sliding fee schedule with general parameters such as name, adjustment transaction code, effective/expiration dates, and alert notifications. Access File Maintenance. Select System Master Files > PM > Sliding Fee Schedules. The Sliding Fee Schedules List window opens. Do one of the following: To add a new sliding fee schedule master, select the Open Menu button and select New. To modify an existing sliding fee schedule master, select the item in the list, select the Open Menu button and select Open. The Sliding Fee Schedule Maintenance window opens. In the Schedule Name field, enter a descriptive name for the sliding fee schedule master. This field is required. In the Adjustment Code field, select the adjustment transaction code to be used with the sliding fee schedule master. This field is required. In the Eff Date and Exp Date fields, enter effective and expiration dates for the sliding fee schedule master. These fiel

Add a Sliding Fee Schedule

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