Claims Operation

Subgroup	Used in	Description
Bulk Rebill	NextGen® Enterprise PM	Enables users to flag encounters for rebill in bulk from the Claim Request Lookup window. When the right is set to No, the option to flag the encounters is disabled. Note: The Claim Search right must be set to Yes so that users can access the Claims toolbar button.
Claim Edits	NextGen® Enterprise PM	Enables users to run claim edits for charges on an encounter to check for errors - it does not bill the encounter. When this right is disabled for a user who uses Autoflow, Autoflow stops when it reaches claim edits.
Claim Search	NextGen® Enterprise PM	Enables users to use the Claims toolbar button to access the Claim Request Lookup window where they can print, regenerate, and rebill claims.
Claims Printing	NextGen® Enterprise PM	Enables users to print claim files.
Electronic Claims Send	NextGen® Enterprise PM	Enables users to access the EDI File toolbar button to prepare an Electronic Claims Send file.

System Administrator Help

Tasks Operation

Subgroup Used in Description Allow NextGen® Enterprise EHR Task Generation from NextGen® Enterprise PM NextGen® Enterprise PM & NextGen® Enterprise EHR Enables NextGen® Enterprise PMt users to create NextGen® Enterprise EHR tasks within certain areas of NextGen® Enterprise PMand send the tasks to a user or workgroup in NextGen® Enterprise EHR. The tasks can be created from the Tasks menu.: right-clicking on an encounter from the patient chart. right-clicking on an encounter from the Encounter Lookup. right-clicking on the tasks section of the Clinical History/Notes tab in the patient chart. Allow Encounter Void Task Deletion NextGen® Enterprise PM & NextGen® Enterprise EHR Ability to delete tasks from the workflow Module when an encounter has been marked as void in NextGen® Enterprise PM. Allow Transaction Approval Task Deletion NextGen® Enterprise PM Ability to delete a task once a transaction has been completed and approved. Allow User Task Approval for Other Users NextGen® Enterpris

System Administrator Help

Encounters Operation

Subgroup Used in Description Add Patient Encounter NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to create encounters. Convert In Progress Batch Process NextGen® Enterprise PM Enables users to change the status of multiple encounters from "In Progress" to "Unbilled". Convert In Progress Demand Process NextGen® Enterprise PM Enables users to change the status of an encounter from "In Progress" to "Unbilled". Convert In Progress Indicator NextGen® Enterprise PM &NextGen® Enterprise EHR Enables users to modify (select or clear) the Convert In Progress check box on the Encounter Maintenance window. Delete Encounter Rate SIM and Rate NextGen® Enterprise PM Enables users to delete an encounter rate SIM and encounter rate amount from Encounter Maintenance. Delete Patient Encounter NextGen® Enterprise PM &NextGen® Enterprise EHR Enables users to delete patient encounters. Demand Bill NextGen® Enterprise PM Enables users to access the Bill toolbar button or right-click menu to

System Administrator Help

Advisor Operation

The Advisor Operations subgroup in the System Administrator application enables users to access various sections of the NextGen® Enterprise PM Advisor window. Subgroup Used in Description Accounts Receivable NextGen® Enterprise PM Enables users to access the Accounts Receivable section of the Advisor window. Advisor Update NextGen® Enterprise PM Enables users to access and run the Advisor Update process from the File menu > Processes. The process updates the totals on the Advisor page, and it normally runs automatically each night. Appointments NextGen® Enterprise PM Enables users to access the Appointments section of the Advisor window. Claims NextGen® Enterprise PM Enables users to access the Claims section of the Advisor window. Email NextGen® Enterprise PM Enables users to access the Email section of the Advisor window. Encounters NextGen® Enterprise PM Enables users to access the Encounters section of the Advisor window. Letters NextGen® Enterprise PM Enables users to access the L

System Administrator Help

Letters/ Statements Operation

Subgroup Used in Description Demand Letter NextGen® Enterprise PM Enables users to access Letters toolbar button to print individual on-demand collection letters. Demand Statement NextGen® Enterprise PM Enables users to access the Statements toolbar button to print individual on-demand statements. Override Detail Information on Statement NextGen® Enterprise PM Enables users to change the detail information on statements by allowing them to select the Display Detail Information on Statement check box on the General tab of the Patient Statement window. Note: You might not want users to be able to change the format of a statement if the statements must be exported in a specific format to a third-party company. If the third-party company receives a file in the wrong format, they may not be able to process it. Print Letters NextGen® Enterprise PM Enables users to print all types of letters in batches from the File > Print Forms menu. Print Statements NextGen® Enterprise PM Enables users to

Help Guide for NextGen® Enterprise PM 8

Bill an Individual Encounter from Encounter Lookup

Open NextGen® Enterprise PM. Select Encounter. The Encounter Lookup window opens. In the Bill Status field, select Rebill or Unbilled. Note: Encounters with a status of Bad Debt, Billed or History have already been billed. Clear the Include records without charges check box to exclude encounters that do not have charges. Enter additional Search Criteria to locate the desired encounter. Select Find. Encounters matching the search criteria display in the Encounter List section of the window. Select Encounter List, and then select the encounter to be billed in the Enc Nbr column. Right-click the encounter, and then select Bill. If the encounter is a self-pay encounter with no insurance attached, a message appears stating that do you want to bill this self-pay encounter. Select Yes. The encounter status changes from Unbilled or Rebill to Billed. If the encounter has insurance attached, the encounter goes through the claim edits process and the Claim Production Status report appears. The en

System Administrator Help

Scheduling Operation

Subgroup Used in Description Appointment Book NextGen® Enterprise PM Enables users to access the Appointment Book, but not to schedule appointments. Appointment Book Multi-view NextGen® Enterprise PM Enables users to access the Multi-view tab within the Appointment Book. To access the Appointment Book, users must have access to this also. Appointment Search NextGen® Enterprise PM Enables users to access the Appt List toolbar button to search for scheduled appointments and to print batch fee tickets. Appointment Search Engine Updates NextGen® Enterprise PM Enables users to access the Scheduling Update program immediately after making modifications within Scheduling Administration. Note: You must also select the Prompt to defer scheduling admin changes until automated nightly processoption in Appointment Scheduling Practice Preferences. Default Appt Request/ Confirm Recipient NextGen® Enterprise PM Enables users to be included in a default address when attaching appointments to NextGen®

Claims Operation

Recommendations

Tasks Operation

Encounters Operation

Advisor Operation

Letters/ Statements Operation

Bill an Individual Encounter from Encounter Lookup

Scheduling Operation

Tasks Operation

Encounters Operation

Advisor Operation

Letters/ Statements Operation

Bill an Individual Encounter from Encounter Lookup

Scheduling Operation