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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 Settings
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
Default CC -Financial Class
Use this section to attach a CC automatically to specific Financial Classes so it always shows up on Single Visit without the user having to attach it every time, in the CC section at the bottom of Single Visit templates. To add a default CC, select the blank text fields below the grid to enter the details, and then select Add. Parent topic: Finclass and Payer Settings Panel
NextGen® Therapy Suite Help 30.3.13.0
System Configuration
The NTS System Config template has panels for the configuration of Security Groups and Sign Off, Finclass and Payer Settings, Appointment Tracking and Evaluation Types, PT/OT Treatment and Surgery Sources (an advanced configuration). System Configuration template with panels closed Security Groups and Sign Off Panel Finclass and Payer Settings Panel Appointment Tracking & Evaluation Types Panel PT/OT Treatment Template Panel: Treatment Grid Order Visit Set Config Panel Parent topic: Configuring NextGen Therapy Suite
NextGen® Therapy Suite Help 30.3.13.0
Add a Finclass or Payer Setting
In the NTS System Config template, expand the Finclass and Payer Settings panel, and then select the text field below the Fin Class Name column. A picklist opens that displays the full list of financial classes built in File Maintenance. Choose the financial class that you want to set up. (Optional) To apply your setting only to a specific payer in that financial class, select the text field below the Payer Name column. The default is all payers, indicated by an asterisk (*). Choose one of the options below the Script / POC column: POC – Req – a POC is required on all payers in this financial class. The POC will be generated as needed when the Fee Sheet is submitted, is tracked in the POC worklog, and must be signed off so that care can continue. POC – Track – a POC document will be generated as needed upon submission of Fee Sheet submission, be tracked in the POC worklog, and IF signed and returned will update the script on Homepage. If the POC is not returned, the staff can remove it
NextGen® Therapy Suite Help 30.3.13.0
Add Carbon Copies
Carbon Copies are available for notes in the Carbon Copies area at the bottom of Single Visit template. To add a Carbon Copy, select the Providers button. Providers button for Carbon Copy fields On the Patients Physicians window, select the Physician Name field to select the provider to CC. Patients Physicians window with CC Patient setting Select Save & Close to save the changes. Parent topic: Bottom Section Parent topic: Bottom Section- Speech Single Visit Parent topic: Chiro Single Visit Bottom Section
NextGen® Therapy Suite Help 30.3.13.0
Requiring Progress Visits
You can specify if a Progress visit will be required by number of days or number of visits, whichever comes first, for either the patient’s primary insurance or a payer listed anywhere on the case. Finclass Settings in the Finclass and Payer Settings panel of the System Config template You can configure the requirement for an entire financial class or a specific payer. Once set up, an alert appears when the NTS Homepage is opened to let the therapist know that a progress visit is needed on the visit. If configured, a Progress visit must be done on that visit, or you will not be able to submit charges; there will be a hard stop on Fee Sheet – cannot submit charges. You will not be able to submit charges on the Fee Sheet. Parent topic: Finclass Settings
