Add, Modify, or Delete Sliding Fee Schedules

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 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

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

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

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

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

Add, Modify, or Delete Sliding Fee Schedules

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