Topic

Level

Presenter(s):Matt DeniusLaurie McKennaMichelle Hull

What’s new in PM and how to Implement

200

Session Guidelines

• Silence all cell phones

• Questions will be addressed at the end of the presentation

• Refrain from personal discussion

Safe Harbor Provisions/Legal Disclaimer

This presentation may contain forward-looking statements within the meaning of the federal securities laws, including statementsconcerning future prospects, events, developments, the Company’s future performance, management’s expectations, intentions, estimates, beliefs, projections and plans, business outlook and product availability. These forward-looking statements do not represent a commitment, promise or legal obligation to deliver any material, code or functionality. The development, release and timing of any features or functionality described for our products remains at our sole discretion. Future products developed beyond what is contemplated by existing maintenance agreements, will be priced separately. This roadmap does not constitute an offer to sell any product or technology. We believe that these forward-looking statements are reasonable and are based on reasonable assumptions and forecasts, however, undue reliance should not be placed on such statements that speak only as of the date hereof. Moreover, these forward-looking statements are subject to a number of risks and uncertainties, some of which are outlined below. As a result, actual results may vary materially from those anticipated by the forward-looking statements. Among the important factors that could cause actual results to differ materially from those indicated by such forward-looking statements are: the volume and timing of systems sales and installations; the possibility that products will not achieve or sustain market acceptance; the impact of incentive payments under The American Recovery and Reinvestment Act on sales and the ability of the Company to meet continued certification requirements; the development by competitors of new or superior technologies; the timing, cost and success or failure of new product and service introductions, development and productupgrade releases; undetected errors or bugs in software; changing economic, political or regulatory influences in the health-care industry or applicable to our business; changes in product-pricing policies; availability of third-party products and components; competitive pressures including product offerings, pricing and promotional activities; the Company's ability or inability to attract and retain qualified personnel; uncertainties concerning threatened, pending and new litigation against the Company; general economic conditions; and the risk factors detailed from time to time in the Company’s periodic reports and registration statements filed with the Securities and Exchange Commission.

• ICD10 • Patient Demographics & Insurance• Forms and Letters• Charge Entry• Transactions• Statements• Reporting• Revenue

ICD 10

ICD10Significant Event and Advanced Audit

Change ICD10 codes to ICD9 codes in charge entry

Nextgen will map to an ICD9 code automatically. Change the mapped ICD09 code by clicking on COB1AltDX

ICD10Significant Event and Advanced Audit

Change ICD10 codes to ICD9 codes in the encounter

Nextgen will map to an ICD9 code automatically. Change the mapped ICD09 code by clicking on COB1AltDX

ICD10Significant Event

• Significant Event for alternate mappings

ICD-10 For auditing purposes, need to capture the down-coding of ICD10 toICD9 in charge and encounter codes

ICD10Advanced Audit

• Advanced Audit logs for alternate code mapping changes

ICD10Significant Event and Advanced Audit

New “Encounter Alt Diagnosis” columns in reports

ICD10Legacy Mapping

Diagnosis Lookup Window

Enter ICD9 code and Search

Patient Demographic & Insurance

Patient Demographics & InsuranceNotification Preferences

Patient notification preferences allows clients to define the types of notifications applicable to their practice. Users can select notification preferences at the patient level within Practice Management.

Patient DemographicsPatient Notification Preferences

• Activate in Practice Preferences • Patient Demographic Screen

Patient DemographicsPatient Portal Enrollment Indicator

• Patient Chart – Demographics tab – Portal icon

InsuranceInsurance Maintenance Window

• Policy Number• Card (Scanned image)• Authorization

Forms & Letters

Letters (UD2)New design of Patient Letter structure

SQL structure parameter limits removed – TXText Control provides a more “Word” like document

Prior to UD2Letters were displayed for the selected letter type and a Modify Letter Setup screen was utilized to view and access the letter SQL.

As of UD2Right click menuSingle click

modification of name enable or

disable letter header

Forms & Letters

Letter Update Utility (UD2)

Before letters can be accessed in File Maintenance or previewed, printed, or exported in Practice Management,

they must be converted to the new format using the NextGen Letter Update Utility. The utility installs upon

upgrade to 5.8 UD2 and can be found here:

C:\Nextgen\NextGen Letter Update Utility.exe

Letters (UD2)New Letter Maintenance function

• Data Repository Provides greater field selection when adding data fields to letters.

Letters (UD2)New Letter Structure

• Toolbar - enhanced to provide functionality similar to commonly used text editors

• Right Click Menu - now contains standard text editor functionality

Charge Entry

Charge Entry

Charge Discounts

Apply ‘point of sale’ percentage or dollar amount discounts Discount Icon

Charge Entry Discounts

• Percent or dollar amount • Nextgen now calculates %

Charge Entry Discounts

• Charge is identified as Discounted

Transactions

Transactions Account Receipt

• Generate a single receipt for account level payments that span multiple encounters and/or multiple patients.

Statements

Statements Statement Counters New logic

Statement Counter Reset

Practice Preferences > Statements > ‘Acceptable Payment Parameters’

Statements Statement Counters New logic

Statement Counter Reset

Prior to 5.8UD1: Parameters = ANDAs of 5.8UD1: Parameters = OR

Account Profile > Properties Tab > Account Settings > ‘Statement Counter’

Reporting

Reporting Unapplied Report New Columns

• Charge Amount • Ins1 Amount • Patient Amount

• Encounter Copay • Line Item

Amount • Process Date

Reporting Unapplied Report Task Feature

• Tasking from Report • Task Icon

ReportingPatient Notification Preference

New columns for email and contact preference (General, Scheduling, A/R reports )

ReportingText Search Enhancement

Finds and highlights ALL matching text on the report in yellow and highlights the first match in orange.

Search for “Polly” brings up ALL instances of “Polly” highlighted in yellow. FIRST match is highlighted in Orange.

Click Flashlight

Revenue Cycle

Revenue Cycle (UD2) COB Window Enhancement

• Prior to UD2 – COB updated based on “last touched” detail

• As of UD2 – shows ALL information on single screen

Revenue Cycle (UD2) COB Window Enhancement

• Access from patient chart• Right click on transaction – View COB

Revenue Cycle (UD2) ICN on COB and Resubmitted Claims

ICNs (Internal Control Number) manually entered or received electronically will now always be stored in the Transactions table, regardless of whether this setting is enabled. Storing the ICN is no longer tied to Payer master settings. • Populate ICN Number” has been renamed to “Send ICN on

Resubmission” to better reflect the resubmission nature of the functionality.

Revenue Cycle (UD2)ICN on COB and Resubmitted Claims

• Modification at the claim level is still permitted, 5.8 UD2 allows clients to modify the ICN number on posted transactions prior to claim creation directly from the Patient Chart.

Revenue Cycle (5.8 UD3) Credit Card Processing

• Credit Card Receipt

Revenue Cycle (5.8 UD3)Credit Card Processing

• Ability to store patient credit cards on file

Revenue Cycle (5.8 UD3) Credit Card Processing

• Credit Card Payments on Bad Debt Encounters

Revenue Cycle (5.8 UD3) Credit Card Processing

• Send user ID to processor for Credit Card Transactions• New encryption/security methods• NextGen Patient Portal real time payment processing• Support for new secure encrypted swipe devices

Verifone VX805 (TransFirst) DynaPro (InstaMed)

Revenue Cycle (5.8 UD3) • Enterprise Worklog Manager

Revenue Cycle (5.8 UD3)• Updated Encounter Details screen in Account

Revenue Cycle (5.8 UD3)• Unapplied Batch Process

Any Questions?

Session SurveyPlease take a moment to complete a brief survey regarding this session.

1. Open your ONE UGM Mobile App (please note: you must have already logged

in and accepted the “Terms of Use” to access this feature)

2. Click the Navigation Button at the top left of the screen

3. Select “Sessions”

4. Search for and select this session

5. From the sessions details screen, select “Survey” at the bottom right of the

screen

6. Remember to hit “Save” at the bottom of the survey once you have answered

the questions