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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
.
Modify a Sliding Fee Schedule
NextGen® Enterprise EHR Help
Delete a Sliding Fee Schedule
A sliding fee schedule can be deleted only if it has not been used. If a schedule was previously used to calculate and post automatic adjustments to charges on an encounter, it cannot be deleted. 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 deleted. Select the Open Menu button, and select Delete. The sliding fee schedule is removed. Parent topic: Sliding Fee Schedule Verification Information
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
Help Guide for NextGen® Enterprise PM 8
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
NextGen® Enterprise EHR Help
Sliding Fee Schedule Verification Information
In the Sliding Fee Schedule Verification section of the UDS tab, you can enter sliding fee schedules for a person or patient. These are typically used by Community Health Centers to automatically adjust a portion of the charges entered on encounters for a qualifying patient. The percentage of the automatic adjustment is based on household Family Size and Annual Income. Sliding fee auto-adjustments are reported on the UDS Report. Multiple sliding fee schedules can be created if needed. For example, if the percentage discounts vary for medical, dental, vision or behavioral health services, separate schedules can be created for each. Sliding fee schedule information is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Sliding Fee Schedule Verification section of the UDS tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A
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
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
