Default CC -Financial Class

NextGen® Therapy Suite Help 30.3.13.0

Finclass Settings

Use the Finclass Settings grid to specify financial classes and payers within financial classes that: Require a Plan of Care (POC – Req) Track a Plan of Care (POC – Track) Use the Script document (Script) Require none of the above (None) In this grid, you can also set timeframe requirements for scripts and progress visits. Add a Finclass or Payer Setting Requiring Progress Visits You can specify how often a progress visit is required. Track MCR Certification Change Certification Timeframe MCR Clinical Impression Parent topic: Finclass and Payer Settings Panel

NextGen® Therapy Suite Help 30.3.13.0

Finclass and Payer Settings Panel

From the Finclass and Payer Settings panel, you can: Require and track the Plan of Care document on payers. Create default carbon copy (CC) recipients to appear on selected financial classes. Finclass and Payer Settings panel of the System Config template Finclass Settings Default CC -Financial Class Parent topic: System Configuration

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

NextGen® Therapy Suite Help 30.3.13.0

Assign Financial Classes to Financial Categories

Select the field below the Financial Class column. A picklist opens of all of the existing financial classes you currently have built in your system. Select the financial class, and then select OK. The selection enters the field. Select the field below Financial Category. A picklist opens. Do one of the following: To use an existing financial category, select it, and then select OK. To create a new financial category, select the blank at the top of the picklist, select OK, and then enter the name of the new category into the field. Select the Add button to add the Financial Class and its category to the grid. Parent topic: Financial Class Grid

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

Exclusions

You can set financial classes and payers that have restrictions on Consult visits or E&M coded visits with injections on the Exclusions panel of the Billing Configuration practice template. The Consult Visit Codes grid gives you the ability to configure Consult Visit codes for financial classes that exclude them. Exclusions panel on the Billing Configuration template Add a Financial Class to an Exclusion Type Move Payers Out of the Exclusion List Remove a Financial Class From an Exclusions Type Add a Consult Visit Code Remove a Consult Visit Code Parent topic: Billing Configuration

Default CC -Financial Class

Recommendations

Finclass Settings

Finclass and Payer Settings Panel

Add a Financial Class to an Exclusion Type

Assign Financial Classes to Financial Categories

Remove a Financial Class From an Exclusions Type

Exclusions

Default CC -Financial Class

Finclass Settings

Finclass and Payer Settings Panel

Add a Financial Class to an Exclusion Type

Assign Financial Classes to Financial Categories

Remove a Financial Class From an Exclusions Type

Exclusions