NextGen® Enterprise PM Charges for Locked Encounters

NextGen® Enterprise EHR Help

Update a Procedure in a Patient Chart

You can modify an existing procedure as long as it is not assigned to a locked encounter. Also, you cannot make changes to a procedure that has an associated charge processed within NextGen® Enterprise PM. If you have the Auto-closing option enabled in the Practice Preferences and the charges associated with the selected procedure have been processed through NextGen® Enterprise PM prior to midnight of the previous day, the Financial Data cannot be modified due to the 24 hr rule message window opens. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an existing encounter or create an encounter. On the Top Toolbar, select . The Procedures module window opens. In the procedures list, select the procedure that you want to update. Enter the changes. Select Update. Parent topic: Procedures Module

File Maintenance Help for NextGen® Enterprise 8

Allowing Patient Procedure Trigger to Modify Locked Encounter Charges

In NextGen® Enterprise EHR, you can allow the patient procedure trigger to add, modify, or delete charges (CPT codes) for encounters in a locked status. You might want to allow this action, for example, if some offices or specialties provide care to a patient over a period of time. Because the cost of care cannot be accurately predicted, these offices or specialties would need to hold the charge (CPT code) until the clinician determines the patient’s specific treatment regimen is complete. When the trigger is allowed to modify charges, users can associate all charges throughout the course of a case with one specific encounter regardless of the encounter lock status instead of the users submitting each charge on independent encounters. The practice can consolidate all procedures onto one encounter that will be used for billing in NextGen® Enterprise PM. Other encounters used to document care over the course of treatment can be marked as clinical-only to support clinical documentation an

NextGen® Enterprise EHR Help

Procedures Module

You can record all of the medical procedures associated with a patient in the Procedures module. You can add, modify, and delete any and all procedures related to a patient's medical history as long as the specific encounter is not locked. Open the Procedures Module You can open the Procedures module from Top Toolbar of NextGen Enterprise EHR. Document a Patient Has No Known Procedures You can indicate that a patient did not have any known procedures in the patient chart. Adding Procedures on Charge Submission of Orders You can create procedures after submitting charges for orders in the Orders module. Add a Procedure to a Patient Chart You can select and add a Place of Selection (POS) address to a procedure. Update a Procedure in a Patient Chart You can update procedure for the patient selected from the Procedures window. Delete a Procedure from a Patient Chart You can delete procedures that are not assigned to a locked encounter from the Procedures window. NextGen Enterprise PM Charg

NextGen® Enterprise EHR Help

Set Up Allow Patient Procedure Activity against a Locked Encounter

You can set up the Allow Patient Procedure Activity Against a Locked Encounter practice preference to enable the system to send charges to NextGen® Enterprise PM when an encounter is locked. The system only sends charges for a locked encounter for vendors that you have selected to have charges submitted upon final Results Received in the Charge Submission Defaults option. Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select Lab/Rad tab. Select Allow patient procedure activity against a locked encounter. Select OK. Parent topic: Medical Necessity and Orders Practice Preferences Setup Related tasks Set Up Charge Submission Defaults

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

You can process procedures submitted from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the Charge Posting window. You can process charges for one encounter at a time. Note: If an encounter has an assigned program in NextGen® Enterprise EHR, then the charges that you create in NextGen® Enterprise EHR has an assigned program by default when you process those charges in NextGen® Enterprise PM. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Open the desired patient and encounter with pending charges. A message appears stating that the two charges were pre-loaded as a result of the creation of EHR patient procedures. Do you want to process the pre-loaded charges. Do one of the following: Select Process to accept the charges. The charges are removed from the pending charges holding tank and are pulled into the Charge Posting window for the encounter. Select Reject to reject the charges. The charges are remo

File Maintenance Help for NextGen® Enterprise 8

Receiving and Applying Charges from NextGen® Enterprise EHR

When the Suppress Billing option is not selected in the Service Item Library Maintenance window in File Maintenance or in NextGen® Enterprise EHR, unapplied encounter credits for charges entered for a patient in NextGen® Enterprise EHR generate automatically in NextGen® Enterprise PM. The information in the field associated with each charge is carried over from NextGen® Enterprise EHR to NextGen® Enterprise PM. When charges are sent from NextGen® Enterprise EHR, the charges enter NextGen® Enterprise PM in one of the following methods: Automatically applied. When the holding tank is Off and the charges coming from NextGen® Enterprise EHR have an unapplied encounter credit, a batch with an ID of AUCR is automatically created. Placed in the holding tank until the users manually accept each charge. When the holding tank is On, a batch is not automatically created. You must have an active batch in NextGen® Enterprise PM so that the charges can be applied when you accept the charges either m

NextGen® Enterprise PM Charges for Locked Encounters

Recommendations

Update a Procedure in a Patient Chart

Allowing Patient Procedure Trigger to Modify Locked Encounter Charges

Procedures Module

Set Up Allow Patient Procedure Activity against a Locked Encounter

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

Receiving and Applying Charges from NextGen® Enterprise EHR

Update a Procedure in a Patient Chart

Allowing Patient Procedure Trigger to Modify Locked Encounter Charges

Procedures Module

Set Up Allow Patient Procedure Activity against a Locked Encounter

Process NextGen® Enterprise EHR Charges from the Charge Posting Window

Receiving and Applying Charges from NextGen® Enterprise EHR