Set Up Vendor Labels for Enterprises

File Maintenance Help for NextGen® Enterprise

Set Up Rights to Match Refund Vendors

Security rights in System Administrator control whether users can match refund vendors and refund transactions in NextGen® Enterprise PM. By default, user groups do not have access to vendor matching. You must set the Task Approval Profile master files for refund transaction approvals. Task approval actions are recorded as a Task Field Modified significant event. In System Administrator, select a user group. Note: You may create a user group specifically for vendor matching. On the Rights tab, expand OPERATIONS > Transactions. Select Vendor Matching, and for Access Rights, selectYes. Users can access the Vendor Matching Lookup button, the Refund Name/Address section, and the View Chart button for pending refund transactions in the Payment Entry window in NextGen® Enterprise PM. To allow user groups to enter new refunds or modify fields other than those in the Refund Name/Address section, do the following: Select Rights > MODULES > Transactions > Transaction Adjustments/Refunds. Under A

File Maintenance Help for NextGen® Enterprise 8

Vendor Labels Tab

When refund vendors are imported from a third-party refund system, NextGen® Enterprise application matches these vendors with NextGen® Enterprise PM refund transactions. Part of the imported data is used in 10 fields that you can label. The labels display in NextGen® Enterprise PM in the Refund section of the Payment Entry window and in the Vendor Matching Lookup window. You do not need to create the labels if you do not use a third-party refund system. Note: For successful matching of the, you must have appropriate tables set up in the database. Contact NextGen Healthcare Customer Support for assistance. Set Up Vendor Labels Tab Refund Vendor Matching Setup Parent topic: Enterprise Preferences

File Maintenance Help for NextGen® Enterprise 8

Refund Vendor Matching Security Right Setup

Security rights in System Administrator control user access to refund vendor matching and refund transactions in NextGen® Enterprise PM. By default, user groups do not have access to vendor matching. In System Administrator, select a user group. Note: You may create a user group specifically for vendor matching purposes. On the Rights tab, expand OPERATIONSTransactions. Select Vendor Matching and set the Access Rights to Yes. Within a pending refund transaction in the Payment Entry window in NextGen® Enterprise PM, users will have access to the Vendor Matching Lookup button, Refund Name/Address section, and the View Chart button. To grant additional security rights to the user group, do the following: To allow user groups to enter new refunds or modify fields, other than those in the Refund Name/Address section, select Rights > MODULES > Transactions > Transaction Adjustments/Refunds and select the Add and Update Access Rights. Users with only the Transaction Adjustments/Refunds permis

Help Guide for NextGen® Enterprise PM 8

Match Vendors to Refunds

Users with the Refund Vendor Matching security right can match vendors in an external system to payment refunds in the Payment Entry window. Note: You can match vendors on unprocessed transactions only. The Refund Vendor Matching security right is turned off by default. Open NextGen® Enterprise PM. From the main toolbar, select Posting. The Batch Posting window opens. Right-click the selected batch, and then select Open. The Payment Entry window opens. In Adj Code, select a refund code with a patient source. Do one of the following: Select the Guarantor checkbox. NextGen® Enterprise PM inserts the guarantor's name and address information. Select the Patient checkbox. NextGen® Enterprise PM inserts the patient's name and address information. For non-third party person, select the Other checkbox. The name and address fields remain blank and you can manually enter the data. For third-party person, select a refund code with the third party source type. In the Refund section of the Payment

File Maintenance Help for NextGen® Enterprise 8

Refund Vendor Matching Setup

You can setup for refund vendor matching in System Administrator by enabling security rights to specific user groups to make vendor matching available and allowing them to create and delete refund transactions. In File Maintenance, you can set vendor cross-reference labels that will be used to match refund vendors from an external system to refund transactions under Enterprise Preferences. You must set the Task Approval Profile Master Files for refund transaction approvals. Note: Task approval actions are recorded by the Task Field Modified significant event. Refund Vendor Matching Security Right Setup Parent topic: Vendor Labels Tab

File Maintenance Help for NextGen® Enterprise 8

Set Up Vendor Labels Tab

In File Maintenance, select Master Files > System > Enterprises Double-click an enterprise, and then select Preferences. The Enterprise Preferences window opens. Open the Enterprise Preferences, and then select Vendor Labels tab. Under Vendor Matching Labels, enter a label for each User Defined field. Select OK. Parent topic: Vendor Labels Tab

Set Up Vendor Labels for Enterprises

Recommendations

Set Up Rights to Match Refund Vendors

Vendor Labels Tab

Refund Vendor Matching Security Right Setup

Match Vendors to Refunds

Refund Vendor Matching Setup

Set Up Vendor Labels Tab

Set Up Rights to Match Refund Vendors

Vendor Labels Tab

Refund Vendor Matching Security Right Setup

Match Vendors to Refunds

Refund Vendor Matching Setup

Set Up Vendor Labels Tab