Practices Preferences for Transactions

• First In/ First Out – Select this option to start payments from the oldest line items to the latest.
• First In/ First Out - Pat Resp Date – Select this option for transaction source patient to spread payment and adjustment transactions to detail line items by the earliest patient responsibility date.
• Weighted distribution – Select this option to apply weighted percentage to all line items.

• Default Reason Code Library – Select a library for all payers without a specific library attached at the payer master level. You can create and modify reason code libraries in the Libraries section of File Maintenance.
• Patient Reason Code Library – Select a reason code library to use when the patient is the payer. You can create and modify reason code libraries in the Libraries section of File Maintenance.
• Write Off Remaining Patient Balance – Select the adjustment transaction code to use when adjusting the patient balance line item to $0.00 when the reason code attached has the Write Off Remaining Balance option turned on in the Reason Codes Library. The adjustment occurs when the transaction batch is posted.
• Write Off Remaining Payer Balance - Select the adjustment transaction code to use when adjusting the payer balance line item to $0.00 when the reason code attached has the Write Off Remaining Balance option turned on in the Reason Codes Library. The adjustment occurs when the transaction batch is posted.

• Warn on COB imbalance with allowed amount – Select this option to display a message when the allowed amount is not equal to the paid amount plus the patient responsibility amount. The message appears when users close the COB window.
• Warn on COB imbalance with billed amount – Select this option to display a message when the billed amount is not equal to the paid amount plus the sum of all adjustments. The message appears when users close the COB window.
  Note: The 5010 format does not require the allowed amount for COB claims.
• Create EOB for manual payments – Select this option to view manually posted payments in the Explanation of Benefits document.

• Free text line item reason codes– Select this option to allow users to enter line item reason codes manually during payment entry instead of selecting codes from a list. Users can enter multiple reason codes separated by commas, for example, CO18, CO42, PR1.
• Show all line items – Select this option to turn on the Show All Line Items option in the Payment Entry window.
• Enable transaction notes – Select this option to make the Transaction Notes field available in the Payment Entry window in NextGen® Enterprise PM. Users can enter additional transaction information in the field.
• Use settled up status – Select this option to settle a balance upward during manual payment entry when the secondary payer pays before the primary payer. When this occurs, the status skips the secondary payer, who already paid, and moves to the tertiary one.

  If you do not select this options, the balance moves from one bucket to other in the default order, primary, secondary, and tertiary, irrespective of the order of payments.

You can enter the maximum number of encounters allowed for your practice for unapplied credits in the Unapplied credits encounter limit field.

• Prevent Bad Debt encounters from going into history status – Select this option to prevent encounters in bad debt status from changing to history status.
• Show bad debt charges (Account Level) – Select this option to display bad debt charges in the Payment Entry window in NextGen® Enterprise PM when the selected source is Account.

  If you do not select this option, users cannot use unapplied credits when they are working with bad debt encounters. They cannot create unapplied amounts from a bad debt encounter and cannot use unapplied amounts on a bad debt encounter.

• Use payer default bad debt tran codes – Select this option to use the default transaction codes set up in the Payers master file for encounters with bad debt status.

For CPTs without a related price in the fee schedule, the allowed amount is blank during payment processing.

Select Require the number of payments when balancing sub-batches to make the Number Of Payments field in the Batch Maintenance window mandatory while balancing sub-batches.