Presenter(s): Jackie Lopez George Hurgeton Kyle Evans. Topic Real Time Services - Best Practices, Troubleshooting and The Future of RTS Level 200

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2 Presenter(s): Jackie Lopez George Hurgeton Kyle Evans Topic Real Time Services - Best Practices, Troubleshooting and The Future of RTS Level 200

3 Safe Harbor Provisions/Legal Disclaimer This presentation may contain forward-looking statements within the meaning of the federal securities laws, including statements concerning 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 product upgrade 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.

4 Agenda How will RTS work for me What do these errors mean! Integration Matters RTS Mitigates Claim Denials Maximize RTS (Best Practices) What s New in UD3 Get in the Know Questions

5 How Will RTS Work for Me? Streamline office efficiency Improve Patient Care RTS Improve Cash Flow Pinpoint potential problems

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7 What Do These Errors Mean

8 What Do These Errors Mean

9 What Do These Errors Mean Error 33 Cause: practice has not completed RTS implementation. Solution: Contact NG Support

10 What Do These Errors Mean Error 13 Cause: Payer is mapped to the wrong clearinghouse or there are no Credentials in the AdminUtility for clearinghouse Solution: contact Support for Assistance

11 What Do These Errors Mean Error 23 Cause: Payer is enabled for RTS but not mapped in our AdminUtility Solution: Access AdminUtility to map payer to RTS payer

12 What Do These Errors Mean Error 1 Cause: RTS has not been setup or has been disable to RTS server. Or the URL needs to be whitelisted for user to access. Solution: Open Support ticket for new RTS escalation.

13 What Do These Errors Mean Error 52 Cause: User desktop icon for PM is corrupt or pointing wrong directory. Solution: Create text file and give user full access for the Domain Users.

14 Eligibility Submit Report

15 Maximize Best Practices

16 Integration Matters Access Points Chart Encounter Ins Maintenance Patient Lookup Appointment List Appointment Book Insurance Listing Historical Content Clinical History/Notes Ins Maintenance

17 Maximize RTS Tool Tips Tasking Auto Flow Claim Status Alternate Search options Multiple Service Types Best Practices BBP Reports

18 Optimizing Services Type Codes? On Demand Batch Automation

19 Search Options Search Options Member ID Name/DOB Name/DOB/MID (default) Name/MID

20 CPT- ICD10 Search Option Patient Eligibility Search CPT ICD 10

21 Adding Eligibility to your Auto flow

22 Appointment Tool Tip The Tooltip: User preference option Customize view of preselected items Provides an at a glance view

23 Tool Tip Display

24 Tool Tips Clicking here Opens Eligibility

25 Task Types Pinpoint potential problems early so you can address them before the patient visit Eligibility Task Appointment Chart Level Claim Status Task Encounter Referral Task Chart

26 Eligibility Tasks Appointment level Eligibility Tasks Source Type must be Appointment Eligibility Check is needed Eligibility Check resulted in a status

27 Claim Status Tasks

28 Referral Tasks

29 Claim Status Claim Status Transaction enables a Practice to identify the status of a claim in real time. Get insight into anticipated revenue, reduce claim turnaround time, and improve cash flow. Use NextGen RTS to verify that claims are accurate and reimbursable before payment and check the status in real time. Easily manage claim denials for quick resubmission.

30 Claim Status Request

31 Claim Status Report

32 Claim Status Quick Note Chart Encounter Claim Number Status Payment Amount

33 RTS Background Business Processor (BBP)

34 Business Background Processor The Background Business Processor (BBP) is an application that enables you to automate EPM Process such as: Reports Statements Billing Encounters Claims Generation RTS Eligibility Request and Response Claim Status request

35 Benefits of the BBP Increases office efficiency BBP Eligibility Relieves database traffic Reallocate resources to Claims Status

36 RTS BBP Best Practices- Eligibility Request 2-3 days out from appointment Select specified locations Select appt event and status type

37 Claim Status 2-3 weeks post claim submission Aged Days without payment. RTS BBP Claim Status

38 What s New in UD3 Live RTS Demo

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40 Helpful Hints

41 Eligibility Submit Report Errors Error Description Insurance Not Setup for eligibility transactions Payer not found in cross-reference table Unable to determine Insurance Information not found for provider in elig_ref_scp_mstr Unable to find profile values Provider Not Found Error Definition Verify payer is RTS Supported enable the payer in file maintenance eligibility Payer needs to be mapped in the AdminUtility to RTS payer Error occurs when there is no insurance attached to the patients chart. Payer is not sync under to provider in File Maintenance>Provider>Elig/Ref> under receiver (eligibility) No Eligibility Profile attached to the payer in File Maintenance>payer>library Provider license is not activated for RTS transactions Confidential Proprietary Information For use by authorized NextGen clients and employees only. Not for public distribution. Copyright 2014

42 Common Rejection Definitions

43 Session Survey Please 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