Tran Codes Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Transactions Practice Preferences

The Transactions Practice Preferences enables you to set defaults for reason codes and payment entry to be used in the Payment Entry window for your practice. Transactions Practice Preferences Descriptions Parent topic: Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Charge Entry Practice Preferences

The Charge Entry Practice Preferences enables you to set up general default information to be used throughout your practice and all related service locations. Charge Entry Options Rounding Methods for Self-Pay You can use the rounding methods for time-based billing for self-pay. Sequencing NextGen Enterprise EHR and HL7 Charges Coming to NextGen Enterprise PM Sequence NextGen Enterprise EHR and HL7 Charges Coming to NextGen Enterprise PM Parent topic: Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

General Practice Preferences

The General Practice Preferences enable you to set up general default information to be used throughout your practice and all related service locations. General Tab Practice Preference Descriptions The table provides descriptions for the fields located in the General practice preferences. Set NextGen Enterprise PM to Automatically Minimize Checking for Duplicate Payers Parent topic: Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

When you open the Payment Entry window from the Estimate Patient Cost window to make a payment, transaction codes already selected in the practice preferences are utilized by default. If you want to change transaction codes, you can change them as desired in the Payment Entry window. Open NextGen® Enterprise PM and select Admin > Preferences > Practice. On the Practice Preferences window, select Tran Codes from the preference list. In the Default Transaction Codes section, do the following: To make an advance payment, select a transaction code from Pre-Service Payment To make a transaction for a bad-debt encounter, select a transaction code from Pre-Service Bad Debt Select OK. Parent topic: Configuring Pre-Services Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

When you open the Payment Entry window from the Estimate Patient Cost window to make a payment, transaction codes already selected in the practice preferences are utilized by default. If you want to change transaction codes, you can change them as desired in the Payment Entry window. Open NextGen® Enterprise PM and select Admin > Preferences > Practice. On the Practice Preferences window, select Tran Codes from the preference list. In the Default Transaction Codes section, do the following: To make an advance payment, select a transaction code from Pre-Service Payment To make a transaction for a bad-debt encounter, select a transaction code from Pre-Service Bad Debt Select OK. Parent topic: Configuring Pre-Services Practice Preferences

File Maintenance Help for NextGen® Enterprise

Practices Preferences for Transaction Codes

You can select default transaction codes for patient payments and adjustments from the Payment Entry window in NextGen® Enterprise PM. In addition, you can select System Generated Transaction Codes to use when working with unapplied credits, pre-listing encounters for bad debt, voiding charges, and correcting encounter offsetting balances in NextGen® Enterprise PM Default Transaction Codes Field Description Patient Cash Select a default transaction code for the Pay Code field in the Payment Entry window when users enter encounter-level patient payments. If you do not select a value, users must select an appropriate code during payment entry. Patient Adjustment Select the default method of payment entry. Account Cash Select a default transaction code for the Pay Code field in the Payment Entry window when users enter account-level patient payments. If you do not select a value, users must select an appropriate code during payment entry. Account Adjustment Select a default transaction co

Tran Codes Practice Preferences

Recommendations

Transactions Practice Preferences

Charge Entry Practice Preferences

General Practice Preferences

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

Practices Preferences for Transaction Codes

Tran Codes Practice Preferences

Transactions Practice Preferences

Charge Entry Practice Preferences

General Practice Preferences

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

Practices Preferences for Transaction Codes