Assign Financial Classes to Financial Categories

NextGen® Therapy Suite Help 30.3.13.0

Financial Class Grid

Use the Financial Class grid to assign financial classes in your system to financial categories. Some of the programming in NextGen® Therapy Suite is done strictly off Financial Category. Include only financial classes that have specific billing rules that differ from standard AMA billing. For example, if BCBS has an overall limit of 4 billable units per visit and BCBS is currently in your Commercial Financial Class, you must create a separate financial class for BCBS so the application can apply the four-unit billing limitation to only BCBS and not the entire Commercial Financial Class. Financial Class grid Assign Financial Classes to Financial Categories Parent topic: Financial Class Setup

NextGen® Therapy Suite Help 30.3.13.0

Configure a Financial Category Replacement Code

Select the code in the CPT Codes grid (in the CPT Codes panel) that you want to apply a replacement code for. Select the Financial Category field under the Financial Category Replacement Code grid. CPT Codes panel and Payer Specific Billing panel A picklist opens, of all financial categories that have been configured for your organization. Select the financial category, and then select OK. If this replacement only applies to a specific payer within a financial category, select the Payer Name field and select a payer from the list. Otherwise leave this field blank, and the replacement code will apply to all payers within that financial class. If this replacement applies only to a specific visit set, select the Visit Set field, and then select the visit set. Otherwise leave this field blank. Enter the replacement code into the Replacement Cpt Code field. Select Add/Update. The new entry appears in the grid. Parent topic: The Financial Category Replacement Code

NextGen® Therapy Suite Help 30.3.13.0

Designate a Financial Class

You can configure the system to send the task based on financial classes that are attached to the case. If no Financial Class is listed, the default is to send the task for All financial classes. In the Financial Classes grid, select the Financial Class field. Select the financial classes you want this task to send for. Parent topic: Task Options Panel

NextGen® Therapy Suite Help 30.3.13.0

Add a Billing Limitation

Select the field below the grid Financial Category column. A picklist opens. Select one of the Financial Categories you created in the Financial Class Setup grid, and then select OK. Select the Payer Name field. A list of payers for the selected Financial Category opens. Select a payer, and then select OK. Select the State field and select the appropriate state or select the asterisk, for all states. If the payer follows the Medicare Combine (MC) rule, select the MC Rule checkbox and then choose an option for whether the rule is applied by Time or Rate. If there is a billing unit cap for the financial class or payer, enter it in the Billing Cap field. Select Add/Update to add the billing limitation to the grid. Parent topic: Billing Limitations Grid

NextGen® Therapy Suite Help 30.3.13.0

Add a Replacement Document by Financial Class

Select the automatic document in the Auto Documents on Fee Sheet grid. The document name enters the Replacement Document for field above the right-hand grid. Select the field below the Finclass Category column and select the financial class category that this document will be generated for. To set a specific exam to prompt the document override, select the field below the Exam Override column and select the exam. You can leave this blank. Select the field below the Replacement Document Name column and select the name of the replacement document. Select Add. The replacement document name is added to the grid. Parent topic: Replacement Documents

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Set Up Categories for Order Types or Picklists

You can create a new category of order items for an order type based on the specialty. On the Assessment Plan Customization template, Order Sets (My Plan/CustomPlan) DBPicklists section, select the Specialty List display filter. Right-click anywhere in the grid and select Add New. Figure 1. . Order Sets DBPicklists The FC Orders template opens. FC Orders window Select to select from the resulting list or type new information in the fields. Note: When you select an option from the Description field, the associated code is displayed in the Code field. Select Save, and then select Close to return to the Assessment Plan Customization template. In the Order Sets (My Plan/CustomPlan) DBPicklists section, select Save & Close. Parent topic: Categories and Picklists See also Access Assessment Plan Customization Template Create a New Order Set

Assign Financial Classes to Financial Categories

Recommendations

Financial Class Grid

Configure a Financial Category Replacement Code

Designate a Financial Class

Add a Billing Limitation

Add a Replacement Document by Financial Class

Set Up Categories for Order Types or Picklists

Financial Class Grid

Configure a Financial Category Replacement Code

Designate a Financial Class

Add a Billing Limitation

Add a Replacement Document by Financial Class

Set Up Categories for Order Types or Picklists