NextGen Knowledge Center

Bill All Charges on a Case to One Encounter

All charges throughout the course of a case can be associated with a particular encounter. Each charge does not have to be submitted on a separate encounter if the original encounter is in locked status.

A practice can consolidate all procedures on one encounter for billing. Other encounters used to document care over the course of treatment can be marked as clinical only to support clinical documentation. They do not appear in NextGen® Enterprise PM.

Current Procedural Terminology (CPT) codes can be added, modified, or deleted against a locked encounter in this manner:

  1. In File Maintenance, select the following Practice Preferences on the Encounters tab:
    • Enable In Progress Billing status
    • Allow Execution of EHR procedure trigger against locked encounter
  2. In Template Editor, create a template that includes:
    • A data entry (edit) field that is assigned the encounter ID value (using the Assign Field Value trigger, the EN.ID function, and a Copy Data Forward setting)
    • A Patient Procedure trigger that includes the encounter ID
  3. In NextGen® Enterprise EHR, do the following:
    1. Open the patient's chart, and create a case under a new encounter.
    2. Open the custom template you created, and execute the Patient Procedure trigger.
    3. Save the template, and lock the encounter.
    If you create a subsequent encounter under the case, and execute the Patient Procedure trigger on the same template, the charges are applied against the original encounter in the Procedures Module.