In Progress Billing Status for Encounters

File Maintenance Help for NextGen® Enterprise 8

In Progress Billing Setup

The In Progress encounter status represents work or care that has not been completed and, therefore, would not be stated in the accounts receivables. For example, you could use the status to represent orthotic or prosthetic devices that are not yet completed or for pre-paid patient care that is not yet administered. When NextGen® Enterprise PM users enter charges and transactions for an In Progress encounter, those items will contain blank process dates and, therefore, cannot officially be included in the financials and cannot be part of the receivables. After a user creates an encounter in an In Progress status, a process can change the status from In Progress to Unbilled, which is the normal status for an encounter that has yet to go through billing and produce a claim. When the status changes to Unbilled, all charges and transactions entered for the In Progress encounter become posted and the system sets the processing and closing dates on the transactions and charges. If there is a

File Maintenance Help for NextGen® Enterprise 8

Enable In Progress Billing Status

When the In Progress billing status is enabled, the status and all related features become available in NextGen® Enterprise EHR and NextGen® Enterprise PM. Note: Once you turn this feature on, you cannot turn it off. In the Encounters Practice Preferences, select the Enable In Progress billing status check box. A message displays so you can confirm that you want to enable the billing status. Select OK. When this check box is selected, the following check boxes below it become enabled in the Encounters Practice Preferences: Default all new encounters to In Progress Allow Execution of NextGen® Enterprise EHR procedure trigger against locked encounter Use Convert In Progress Indicator Enable Recurring Rental Billing Parent topic: In Progress Billing Setup

File Maintenance Help for NextGen® Enterprise 8

Making the Convert In Progress Check Box Visible in Encounter Maintenance

To allow NextGen® Enterprise PM users to change the In Progress status of an encounter, you must display the Convert In Progress check box on the Create Encounter and Encounter Maintenance windows. The check box is a mechanism that, when it is not selected, prevents In Progress encounters from converting to Unbilled. Once the Convert In Progress check box is selected, the system releases a hold on the encounter and allows the encounter to be converted to Unbilled in NextGen® Enterprise PM. Only users with the appropriate security right can select the Convert In Progress check box either: manually on the Create Encounter and Encounter Maintenance windows. by using a template field with a convert-in-progress indicator in NextGen® Enterprise EHR. The Convert In Progress check box can be controlled in NextGen® Enterprise EHR and through Template Editor to allow the clinician to sign off that everything is ready for the encounter to convert to Unbilled, thereby releasing the Encounter. To d

File Maintenance Help for NextGen® Enterprise 8

Additional In Progress Status Security Rights

The security rights associated with the In Progress billing status enable you to control which users can: Set new encounters to be In Progress encounters change the In Progress status recalculate charges on In Progress encounters In Progress Encounter rights are set up in System Administrator on the Rights tab in Operations > Encounters. For more information about how to set rights and permissions, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen Enterprise. In Progress Indicator on New Encounter Security Right In Progress Indicator on New Encounter – If the status of new encounters is not set to In Progress by default, you can allow users with the appropriate security right to manually set the status on new encounters to In Progress. These users can select the In Progress check box on the Create Encounter window to create an In Progress encounter. Note: Once users select the check box, they cannot clear it unless they change the

Help Guide for NextGen® Enterprise PM 8

Enable In Progress Billing

Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List, select Encounters. To enable In Progress Billing for the practice, select the Enable In Progress billing status check box. A prompt appears stating that allowing 'In Progress' status cannot be undone once it is turned on. To continue and enable this feature, select Yes. The following additional Practice Preference options related to In Progress Billing become available: Default all new encounters to In Progress (see Default New Encounters to In Progress Status) Allow Execution of NextGen® Enterprise EHR procedure Trigger against locked encounter Use Convert In Progress Indicator Enable Recurring Rental Billing For more information on the above options related to In Progress Billing, go to the NextGen Healthcare Success Community and download the File Maintenance Preferences Guide for NextGen® Enterprise. To save changes and close th

File Maintenance Help for NextGen® Enterprise 8

Setting the Default Status of New Encounters to In Progress

Depending on your kind of practice, you might prefer that all new encounters are created with the In Progress status set by default instead of users manually setting the status. Then, whenever a user creates an encounter, the In Progress check box will be automatically selected on the Create Encounter window. Users cannot clear the In Progress check box unless they change the selection in the Encounter Types field to only Billable. Some encounters, such as point-of-sale, do not require an In Progress status. By changing the encounter type to Billable, the front office can then enter charges for the encounter. Because point-of-sale encounters are NextGen® Enterprise PM-only, setting the encounter type to Billable prevents the point-of-sale encounter from displaying in the NextGen® Enterprise EHR. You can set the new encounter status default to In Progress in the Encounters Practice Preferences, select the Enable In Progress billing status check box, and then select the Default all new e

In Progress Billing Status for Encounters

Recommendations

In Progress Billing Setup

Enable In Progress Billing Status

Making the Convert In Progress Check Box Visible in Encounter Maintenance

Additional In Progress Status Security Rights

Enable In Progress Billing

Setting the Default Status of New Encounters to In Progress

In Progress Billing Setup

Enable In Progress Billing Status

Making the Convert In Progress Check Box Visible in Encounter Maintenance

Additional In Progress Status Security Rights

Enable In Progress Billing

Setting the Default Status of New Encounters to In Progress