Spring Clean NextGen PM & EHR

Spring cleaning isn’t just for cluttered desks and forgotten storage closets—it’s also the perfect time to refresh your digital systems. At TempDev, we believe that a well-maintained NextGen Practice Management (PM), EHR, and File Maintenance system can do more than keep things running smoothly. It can drive efficiency, boost revenue, and help your team deliver better patient care.

Here’s your go-to guide for spring cleaning your NextGen systems, packed with expert tips and actionable advice.

🧹 Spring Clean Your NextGen Practice Management (PM) System

Think of your NextGen PM system as the engine of your revenue cycle. If it’s bogged down with outdated processes and unfinished tasks, it won’t run at full speed. Now’s the time to review, refine, and rev up performance.

✅ 5 PM Workflow Areas to Tidy Up:

1. Outstanding Accounts Receivable (AR) Memorized reports are helpful—but too many or poorly filtered reports can obscure critical data. Perform a comprehensive AR review monthly to ensure all outstanding accounts are addressed and the reports haven't had key data filtered out.

2. Unapplied Payments Accurate financial reporting must include the reconciliation of unapplied payments. Run unapplied payment reports monthly and have your team assign the money where possible to keep your revenue picture clear and accurate.

3. Credit Balances Unaddressed credits can lead to regulatory and financial risks, as well as payer compliance headaches. Regular reviews keep you protected.

4. Pending Claims Dirty or unprocessed claims stall revenue. Weekly reviews of your pending claims ensure that your claims are clean, current, and progressing, and that your accounts receivable (AR) is not at risk.

5. Open Tasks Keep productivity on track by monitoring open and in-progress tasks. It’s key to accurate reporting and staff efficiency.

🗂️ Refresh Your NextGen File Maintenance System

A well-organized NextGen File Maintenance system keeps your billing smooth, reporting accurate, and compliance rock solid.

✅ 7 File Maintenance Areas to Focus On:

1. Reason Code Library Review at least once a year. Update “on-the-fly” codes, confirm top-used codes adjust correctly, and ensure statuses and subgroups are accurate.

2. Claim Edit Library Fine-tune your edits using real-world denials and rejections to catch errors before submission.

3. Service Item Library Check that your fee schedules reflect current rates and reimbursement strategies.

4. NDC Library Keep your drug and vaccine list up to date to support accurate billing and inventory tracking.

5. Payers List Archive inactive payers and remove duplicates to keep your list clean and efficient.

6. Background Business Processor (BBP) Automate routine tasks like claim generation and data imports to save time and reduce errors.

7. ICD-10 & CPT-4 Code Sets Make sure your ICD-10 and CPT-4 code libraries are current with the latest releases to avoid rejections and inaccuracies.

📋 Clean Up Your EHR to Deliver Better Patient Care

A cluttered EHR slows your team and risks patient safety. With some focused cleanup, your NextGen EHR can become a more powerful, reliable tool.

✅ 5 EHR Areas to Streamline:

1. Open Orders Eliminate delays and improve continuity of care by reviewing and closing outstanding Lab, Radiology, and Referral orders.

2. Unacknowledged PAQ Items Ensure timely action by keeping your PAQ up-to-date with critical lab results, notes, reports, and messages.

3. Chart Prep Workflows Enhance appointment efficiency by refining your team's preparation for visits, including chart summaries, identifying care gaps, and creating pre-visit notes.

4. Tasking & Communication Refine internal workflows and accountability by assessing how tasks are assigned, tracked, and completed.

5. Portal & eRx Management Streamline unmatched refills and message response times to enhance provider productivity and patient satisfaction.

🎯 Let TempDev Help You Spring Clean with Confidence

Feeling overwhelmed? Don’t worry—we’ve got you.

Our NextGen Practice Management & EHR Spring Cleaning Assessment is designed to help you:

• Identify inefficiencies hiding in plain sight

• Optimize your workflows

• Maximize your system’s potential

🎥 See Our Tools in Action:

• NextGen EHR Operations BI Dashboard

• NextGen EHR Template Operations Advisor

• NextGen Order Management BI Dashboard

• NextGen EHR Template Order Management

🌟 Ready to Start Your Spring Refresh?

Let TempDev help you make your NextGen system shine.

📩 Email: info@tempdev.com 📞 Call: 888.TEMP.DEV 👉 Request Your Assessment Today!