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 for the family information. This field is required.
Complete the
Sliding Fee Schedule Verification
section.
To save changes and close the window, select
OK
.
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NextGen® Enterprise EHR Help
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
Modify 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 Open. The Family Info window appears. Modify the following fields as needed. Family Size (see note) Income (see note) Income Cycle (see note) Refused to Report (see note) Verify Date Effective/Expiration Dates To save changes and close the window, select OK. Note: Family information can be modified only if it has not been used. If family size and income were previously used to calculate automatic adjustments on an encounter, they cannot be modified. Only the Verify Date and Effective/Expiration Dates can be modified. Parent topic: Family Information
Help Guide for NextGen® Enterprise PM 8
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
Help Guide for NextGen® Enterprise PM 8
Modify 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 Open. The Family Info window appears. Modify the following fields as needed. Family Size (see note) Income (see note) Income Cycle (see note) Refused to Report (see note) Verify Date Effective/Expiration Dates To save changes and close the window, select OK. Note: Family information can be modified only if it has not been used. If family size and income were previously used to calculate automatic adjustments on an encounter, they cannot be modified. Only the Verify Date and Effective/Expiration Dates can be modified. Parent topic: Family 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
Help Guide for NextGen® Enterprise PM 8
Attach Sliding Fee to a Patient or Person
You can set up the sliding fee schedule master file and sliding fee preferences. In NextGen® Enterprise PM, on the Estimated Patient Cost window, select a patient or person who you want to perform the cost estimation for. In the Patient/Guarantor Information section, select . The Modify Patient Information window opens. Select the UDS tab. In the Sliding Fee Schedule Verification section, select the open menu , and select New. The Sliding Fee Verification window opens. Select the Sliding Fee Schedule for the patient or person. Note: The Sliding Fee Schedule list displays the schedules defined in the sliding fee schedules master file in File Maintenance. Hidden and expired sliding fee schedules are not listed. Select the effective and expiration dates for the sliding fee schedule. In the Head of Household Family Information section, select the open menu , and select New. Note: To enter family information, a head of household must be selected for the patient or person. The Family Info wi
button, and select New.
The Family Info window appears.