Remove a Financial Class from Exclusions

NextGen® Orthopedic Suite Help 80.2.14.0

Configure Financial Classes to Exclude Surgery Locations

You can configure financial classes that excludes certain surgery locations. Payer/Location Exclusions section in the Location panel On the IORTS Cfg Surgery Schedule system template, expand the Location panel. Under Payer/Location Exclusions section, from the Location grid, select the location to be excluded. In the field below the Financial Classes grid, select the financial class that needs to exclude the selected location. Click Add. Parent topic: Managing Surgery Locations

NextGen® Orthopedic Suite Help 80.2.14.0

Move Payers Out of the Surgery Location Exclusion List

If a payer does not exclude surgery at a location and the financial class from which payer belongs to excludes surgery at that location, you can remove the payer from the exclusion list. On the IORTS Cfg Surgery Schedule system template, expand the Location panel. Under Payer/Location Exclusions section, from the Location grid, select the desired location. Payer exclusion lists in the Location panel All the financial classes which excludes the selected location appear in the Financial Classes grid. Select the desired Financial Class. All the payers in the selected financial class appear in the Payers excluding selected surgery location grid. In the Payers excluding selected surgery location grid, select the desired payer. Use the right-pointing arrow to move the payer to the Payers not excluding selected surgery location grid. Parent topic: Managing Surgery Locations

NextGen® Orthopedic Suite Help 80.2.14.0

Configure the Surgery Location Picklist

You can configure the Location picklist that appear on the Surgery Sched medical record template. Location field on the Surgery Scheduling template The Location picklist on the Surgery Sched medical record template contain all the locations where surgery can be performed. On the IORTS Cfg Surgery Schedule system template, expand the Location panel. From the Surgery Location grid, select one or more locations. Surgery Location section in the Location panel To select all locations, select Select All check box. A check mark appear before all the selected locations in the Surgery Location grid. All the selected locations appear in the Location picklist of the Surgery Sched medical record template. Parent topic: Managing Surgery Locations

NextGen® Orthopedic Suite Help 80.2.14.0

Managing Surgery Locations

You can manage surgery locations where surgeries can be performed from the Location panel of the IORTS Cfg Surgery Schedule system template. You can also configure financial classes and payers that exclude certain locations. Location panel on the IORTS Cfg Surgery Schedule template Configure the Surgery Location Picklist You can configure the Location picklist that appear on the Surgery Sched medical record template. Configure Financial Classes to Exclude Surgery Locations Move Payers Out of the Surgery Location Exclusion List If a payer does not exclude surgery at a location and the financial class from which payer belongs to excludes surgery at that location, you can remove the payer from the exclusion list. Remove a Financial Class from Exclusions Parent topic: Surgery Scheduling Configuration

NextGen® Orthopedic Suite Help 80.2.14.0

Remove a Financial Class From an Exclusions Type

You can remove a financial class from an exclusions type if the financial class no longer excludes that type of visit. On the Billing Configuration practice template, expand the Exclusions panel. From the Exclusion Type grid, select the office visit type. From the Financial classes grid, select the financial class. Click Delete. Parent topic: Exclusions

NextGen® Orthopedic Suite Help 80.2.14.0

Add a Financial Class to an Exclusion Type

On the Billing Configuration practice template, expand the Exclusions panel. From the Exclusion Type grid, select the office visit type. In the field below the Financial classes grid, select the financial class that excludes that office visit type. Click Add. Select the financial class in the grid. All the payers within that financial class appear in the Payers in the exclusion list grid. Parent topic: Exclusions

Remove a Financial Class from Exclusions

Recommendations

Configure Financial Classes to Exclude Surgery Locations

Move Payers Out of the Surgery Location Exclusion List

Configure the Surgery Location Picklist

Managing Surgery Locations

Remove a Financial Class From an Exclusions Type

Add a Financial Class to an Exclusion Type

Configure Financial Classes to Exclude Surgery Locations

Move Payers Out of the Surgery Location Exclusion List

Configure the Surgery Location Picklist

Managing Surgery Locations

Remove a Financial Class From an Exclusions Type

Add a Financial Class to an Exclusion Type