Charge Entry Operation

Subgroup	Used in	Description
Apply Charge Discount	NextGen® Enterprise PM	Enables users to access the Charge Discount screen from Charge Entry.
Charge Price Override	NextGen® Enterprise PM	Enables users to override (change) the fee for a procedure when they enter charges regardless of the amount. Note: You can prevent overrides for a specific service item by selecting the Prevent charge amount overrides check box on the Service Items Library Maintenance window > General tab regardless of the permission set for either of the Charge Price Override security rights.
Charge Price Override - $0 Charges Only	NextGen® Enterprise PM	Enables users to override only those charges that have a zero dollar amount. Users who can override only zero amounts can only update the Charge Price, UD Price 1, and UD Price 2 fields if they are $0.00. When users are restricted to only $0.00 amounts and the charge Process Date has been set in Charge Posting, the amounts in the UD Price 1 and UD Price 2 fields become disabled. The users will need to void and re-enter the charges to correct a $0.00 amount. Once users enter values other than zero in the UD Price 1 and UD Price 2 fields, the fields no longer display in Charge Entry. Note: You can prevent overrides for a specific service item by selecting the Prevent charge amount overrides check box on the Service Items Library Maintenance window > General tab regardless of the permission set for either of the Charge Price Override security rights.
Charge Process Date Override	NextGen® Enterprise PM	Enables users to override the current process date on specific charges – enables users to control the charges that are included in the closing process for a specific period.
Custom Dunning Messages	NextGen® Enterprise PM	Enables users to add custom dunning messages when they are entering charges.
Override Charge Entry Contract Edits	NextGen® Enterprise PM	Enables users to override edits and warnings related to a contract during charge entry.
Pending Charges	NextGen® Enterprise PM	Enables users to access the File > Processes > Pending Charges menu item so they can review and process charges coming from NextGen® Enterprise in batch mode.
Void Charge	NextGen® Enterprise PM	Enables users to use the Void button on the Charge Posting window to void a processed charge.

System Administrator User Guide

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®

System Administrator Help

Charge Entry Operation

Subgroup Used in Description Apply Charge Discount NextGen® Enterprise PM Enables users to access the Charge Discount screen from Charge Entry. Charge Price Override NextGen® Enterprise PM Enables users to override (change) the fee for a procedure when they enter charges regardless of the amount. Note: You can prevent overrides for a specific service item by selecting the Prevent charge amount overrides check box on the Service Items Library Maintenance window > General tab regardless of the permission set for either of the Charge Price Override security rights. Charge Price Override - $0 Charges Only NextGen® Enterprise PM Enables users to override only those charges that have a zero dollar amount. Users who can override only zero amounts can only update the Charge Price, UD Price 1, and UD Price 2 fields if they are $0.00. When users are restricted to only $0.00 amounts and the charge Process Date has been set in Charge Posting, the amounts in the UD Price 1 and UD Price 2 fields bec

Help Guide for NextGen® Enterprise PM 8

Security for Process Date Override

With the appropriate security rights, you can override (backdate) the Process Date for charges and transactions so that they appear on reports for the desired financial period. Month end and other reports printed for financial management purposes are typically run using a Process Date range. Only users with access rights to the following options in System Administrator can override the Process Date for charges and transactions. Operations > Transactions > Batch Process Date Override Yes: Users can access the Process Date field on the transaction Batch Maintenance window and they can enter an override process date for batches as needed. Transactions within the batch will have a process date equal to the date specified by the user. No: Users cannot access the Process Date field on the transaction Batch Maintenance window. Transactions within the batch will have a process date equal to the post date of the batch. Operations > Charge Entry > Charge Process Date Override Yes: Users can acce

Help Guide for NextGen® Enterprise PM 8

Security for Process Date Override

With the appropriate security rights, you can override (backdate) the Process Date for charges and transactions so that they appear on reports for the desired financial period. Month end and other reports printed for financial management purposes are typically run using a Process Date range. Only users with access rights to the following options in System Administrator can override the Process Date for charges and transactions. Operations > Transactions > Batch Process Date Override Yes: Users can access the Process Date field on the transaction Batch Maintenance window and they can enter an override process date for batches as needed. Transactions within the batch will have a process date equal to the date specified by the user. No: Users cannot access the Process Date field on the transaction Batch Maintenance window. Transactions within the batch will have a process date equal to the post date of the batch. Operations > Charge Entry > Charge Process Date Override Yes: Users can acce

Help Guide for NextGen® Enterprise PM 8

Modifying Charges

Charges that are not processed by Automatic Close or Manual Close can be modified if needed. The following fields can be modified on an unprocessed charge. Service Dates Service Item and Description Modifiers Quantity Price Tooth, Surface, and Quadrant Process Date Diagnoses Rendering Referring Additional Provider Place of Service Narrative Dunning Message Note: You can only modify the Dunning Message when security access rights for Custom Dunning Messages is enabled in the System Administrator. Notes Batch Description Location Charges that have been processed by Automatic Close or Manual Close can still be modified, if needed. When insurance denies payment for a claim due to an invalid diagnosis code on the charge. You can modify the charge to change the diagnosis code, rebill the encounter, and create a new claim sent for the insurance. The following fields can be modified on a processed charge. Service Dates Modifiers Tooth, Surface, and Quadrant Diagnoses Rendering Note: You can on

Help Guide for NextGen® Enterprise PM 8

Modifying Charges

Charges that are not processed by Automatic Close or Manual Close can be modified if needed. The following fields can be modified on an unprocessed charge. Service Dates Service Item and Description Modifiers Quantity Price Tooth, Surface, and Quadrant Process Date Diagnoses Rendering Referring Additional Provider Place of Service Narrative Dunning Message Note: You can only modify the Dunning Message when security access rights for Custom Dunning Messages is enabled in the System Administrator. Notes Batch Description Location Charges that have been processed by Automatic Close or Manual Close can still be modified, if needed. When insurance denies payment for a claim due to an invalid diagnosis code on the charge. You can modify the charge to change the diagnosis code, rebill the encounter, and create a new claim sent for the insurance. The following fields can be modified on a processed charge. Service Dates Modifiers Tooth, Surface, and Quadrant Diagnoses Rendering Note: You can on

Charge Entry Operation

Recommendations

Scheduling Operation

Charge Entry Operation

Security for Process Date Override

Security for Process Date Override

Modifying Charges

Modifying Charges

Charge Entry Operation

Scheduling Operation

Charge Entry Operation

Security for Process Date Override

Security for Process Date Override

Modifying Charges

Modifying Charges