Write Off Remaining Line Item Balances at ERA Import

File Maintenance Help for NextGen® Enterprise

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. 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

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 8

Transactions Practice Preferences Descriptions

The following table describes the fields located in the Transaction Practice Preferences. Default Transaction Spreading Field Description Transaction Source Select Patient or Third Party and then select one of the FIFO or weighted options. Note: Users can also spread using the FIFO methods by right-clicking on thePayment Entry window. First In/ First Out – (FIFO) applies payments to the oldest line items, until the payment is disbursed. First In/ First Out - Pat Resp Date – Select Patient and then select this option to spread payment and adjustment transactions to detail line items by the earliest patient responsibility date. Weighted distribution – applies a weighted percentage to all line items. Reason Codes Options Field Description Default Reason Code Library Select a default reason code library, which is used for all payers who do not have a specific library attached to them at the payer master level. You can create and modify reason code libraries in the Libraries section of File

Help Guide for NextGen® Enterprise PM 8

Select Transaction Status for Default Option

When you select any of the default options that are available in the Reason Code Library Maintenance window, and you want to ensure that the remaining balance of respective transactions remains in the same payer bucket to follow up with the primary payer, you must select Transaction Status option as applicable. In File Maintenance, select Libraries > Reason Codes. The Reason Codes List window opens. Select the required reason code from the list and right-click to open or select open menu and select New for new reason code. The Reason Code Library Maintenance window opens. Select the required default reason code check box: Default for Contract <> Payment Allowed Amount Default for Contract <> ERA Payment Amount Default for ERA Credit Balance Creation Select any one of the following option in the Transaction Status field. This will ensure that the remaining balance of respective transactions will remain in the same payer bucket. None Deny Appeal Settled moved to primary Note: If you do n

Help Guide for NextGen® Enterprise PM 8

Select Transaction Status for Default Option

When you select any of the default options that are available in the Reason Code Library Maintenance window, and you want to ensure that the remaining balance of respective transactions remains in the same payer bucket to follow up with the primary payer, you must select Transaction Status option as applicable. In File Maintenance, select Libraries > Reason Codes. The Reason Codes List window opens. Select the required reason code from the list and right-click to open or select open menu and select New for new reason code. The Reason Code Library Maintenance window opens. Select the required default reason code check box: Default for Contract <> Payment Allowed Amount Default for Contract <> ERA Payment Amount Default for ERA Credit Balance Creation Select any one of the following option in the Transaction Status field. This will ensure that the remaining balance of respective transactions will remain in the same payer bucket. None Deny Appeal Settled moved to primary Note: If you do n

Write Off Remaining Line Item Balances at ERA Import

Recommendations

Write Off Remaining Line Item Balances After a Batch is Posted

Write Off Remaining Line Item Balances at ERA Import

Write Off Remaining Line Item Balances After the Batch is Posted

Transactions Practice Preferences Descriptions

Select Transaction Status for Default Option

Select Transaction Status for Default Option

Write Off Remaining Line Item Balances After a Batch is Posted

Write Off Remaining Line Item Balances at ERA Import

Write Off Remaining Line Item Balances After the Batch is Posted

Transactions Practice Preferences Descriptions

Select Transaction Status for Default Option

Select Transaction Status for Default Option