Sample Security Right Setup

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

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

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 perform vendor matching on unprocessed transactions only. The Refund Vendor Matching security right is turned off by default. From the main toolbar, select the Posting icon. The Batch Posting window opens. Select the applicable batch header record and select the open menu icon to display the Payment Entry window. In the Adj Code field, select a refund code with a patient source. Do one of the following: Select the Guarantor option. The application inserts the guarantor's information into the name and address fields. Select the Patient option. The application inserts the patient's information into the name and address fields. For non-third party person, select the Other option. The name and address fields remain blank and you can manually enter the data. For third party, select a refund code with source type of third party. In the Ref

Help Guide for NextGen® Enterprise PM 8

Reversing Payments, Adjustments, and Refunds

Before user can reverse payments, adjustments, or refunds, the users must be assigned the following rights in System Administrator: Reverse Adjustment to enable users to reverse adjustments from the Transactions tab on the patient's chart. Reverse Auto Adjustments - Batch to enable users to reverse automatic adjustments by using the Reverse Automatic Adjustments process in NextGen® Enterprise PM. To access the Reverse Automatic Adjustments window, select File > Processes > Reverse Auto Adjustments. Reverse Auto Adjustments - Encounter to enable users to reverse automatic adjustments by right-clicking an encounter on the patient's chart and selecting Reverse Auto Adjustment. Reverse Payment to enable users to reverse payments from the Transactions tab in the patient's chart. Reverse Refund enable users to reverse refunds from the Transactions tab in the patient's chart. Reversing Adjustments When the Insurance has Changed Reversing Adjustments when Voiding a Charge Retroactively Correct

NextGen® Enterprise EHR Help

Enable the System to Perform the Registry Query Operations

In System Administrator, select the required user group. Open Rights tab. Expand OPERATIONS > Orders and then select Allow Registry Query. Select Yes under Access Rights. Parent topic: Set up the Security Rights to Access Clinical Reconciliation Immunizations Data

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

Sample Security Right Setup

Recommendations

Refund Vendor Matching Security Right Setup

Refund Vendor Matching Setup

Match Vendors to Refunds

Reversing Payments, Adjustments, and Refunds

Enable the System to Perform the Registry Query Operations

Set Up Vendor Labels Tab

Refund Vendor Matching Security Right Setup

Refund Vendor Matching Setup

Match Vendors to Refunds

Reversing Payments, Adjustments, and Refunds

Enable the System to Perform the Registry Query Operations

Set Up Vendor Labels Tab