Write Off Remaining Line Item Balances After a Batch is Posted
Open File Maintenance and select
Libraries
>
Reason Codes
.
The
Reason Codes List
window opens.
Select the open menu button
to add or open an existing reason code.
The
Reason Code Library Maintenance
window opens.
Under
Code Type
, select
Line Item
and
Write Off Remaining Balance
.
Select
OK
.
Note:
In
NextGen® Enterprise PM
, an additional transaction will be created only after the batch is posted that writes off the remaining balance.
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Write Off Remaining Line Item Balances After a Batch is Posted
File Maintenance Help for NextGen® Enterprise
Set Priority for Reason Codes
Reason codes are displayed on the Payment Entry window of NextGen® Enterprise PM in the order set in File Maintenance. You can sort this order based on priority. Open File Maintenance and select Libraries > Reason Codes. The Reason Codes List window. Select a library, and then right-click and select Reason Code Priority. A list of reason codes for a library are displayed in a window. Use the arrows to promote or demote a reason code. Note: For a new reason code library or for any new reason codes added to an existing reason code library, the sequence number is initially blank. After the priorities are changed in the priority window, the sequence number or priority numbers are displayed for all reason codes. When priorities are set for a new reason code library, the sequence numbers usually start from 0, 1, 2, and so on. It is possible for two different reason codes to have the same sequence number. When you unhide a reason code, it goes back to its original sequence number. Parent topi
File Maintenance Help for NextGen® Enterprise 8
Write Off Remaining Line Item Balances After the Batch is Posted
In File Maintenance, open a Reason Codes library. The Reason Code Library Maintenance window opens. Select a reason code. Under Code Type, select Line Item and Write Off Remaining Balance. Select OK. In NextGen® Enterprise PM, an additional transaction will be created only after the batch is posted that writes off the remaining balance. Note: If you want the transaction to be created when the ERA file is imported, following the steps in the next procedure. Parent topic: Reason Codes Library
File Maintenance Help for NextGen® Enterprise
Select Reason Codes Options in Practice Preferences
You can select reason codes options in practice preferences. Open File Maintenance or NextGen® Enterprise PM. Do one of the following: In NextGen® Enterprise PM, select Admin > Preferences > Practice. In File Maintenance, select Master Files > System > Practices. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In Preference List, select Transactions. Under Reason Codes Options, select your desired options. Parent topic: Libraries
File Maintenance Help for NextGen® Enterprise
Write Off Remaining Line Item Balances at ERA Import
Open File Maintenance and select Libraries > Reason Codes. The Reason Code List window opens. Select the open menu button to add or open an existing reason code. The Reason Code Library Maintenance window opens. Under Code Item, select Write off Remaining Balance. Open the appropriate Remittance Profile library. Under Adjustment Calculation, select the Create write-off adjustments at time of import setting. Note: This setting works in conjunction with the Write Off Remaining Balance option in the Reason Codes library. When you select both settings, an additional transaction is automatically created when an ERA file is imported that brings the line item balance to $0. This transaction is part of the ERA batch and can therefore be deleted. Parent topic: Libraries
File Maintenance Help for NextGen® Enterprise 8
Write Off Remaining Line Item Balances at ERA Import
Select the Write off Remaining Balance option as described in the previous procedure. Open the appropriate Remittance Profile library. Under Adjustment Calculation, select the Create write-off adjustments at time of import setting. Note: This setting works in conjunction with the Write Off Remaining Balance option in the Reason Codes library. When you select both settings, an additional transaction is automatically created when an ERA file is imported that brings the line item balance to $0. This transaction is part of the ERA batch and can therefore be deleted. Select OK. Parent topic: Reason Codes Library
Help Guide for NextGen® Enterprise PM 8
Add a Line-item Reason Code During Payment Entry
You can enter multiple reason codes at the line-item level, and each line-item can have a different reason code. Line-item reason codes are selected from the Line Item Reasons column at the bottom of the Payment Entry window. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the desired batch header record. The Payment Entry window opens. Enter the encounter number in Enc/Clm# and select Enter. The account guarantor, patient, medical record number, and the billed account appear in the Payment Entry window. In Line Item Reasons, select the codes that match the payer's reason code on the remittance advice. Enter the required fields and select Recalc. Select Save. Parent topic: Posting Transactions Overview
to add or open an existing reason code.
The Reason Code Library Maintenance window opens.