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The following table describes the fields in Tran Codes practice preferences.
Default Transaction Codes
| Field | Description |
|---|---|
| Patient Cash | Do one of the following: Select a transaction code to default to the Pay Code field on the Payment Entry window when users enter encounter-level patient payments. Leave this field blank to require users to select the appropriate code during payment entry. |
| Patient Adjustment | Payment Entry |
| Account Cash | Do one of the following: Select a transaction code to default to the Pay Code field on the Payment Entry window when users enter account-level patient payments. Leave this field blank to require users to select the appropriate code during payment entry. |
| Account Adjustment | Do one of the following: Select a transaction code to default to the Adj Code field on the Payment Entry window when users enter account-level patient adjustments. Leave this field blank to require users to select the appropriate code during payment entry. |
| Patient Portal Payment | If using NextGen Patient Portal, select a transaction code to default to the Pay Code field on the Payment Entry window for all payments received from patients via the portal.
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| Pre-Service Payment | Displays a list of transaction codes. The transaction code enables you to make payment from the Estimate Patient Cost window. |
| Pre-Service Bad Debt | Displays a list of transaction codes. The transaction code enables you to make payment for a bad debt from the Estimate Patient Cost window. |
System Generated Transaction Codes
| Field | Description |
|---|---|
| Applied Encounter/Invoice Credit | Select the transaction code to be used by the system when an encounter-level unapplied credit is applied to charges on the encounter. The system generated transaction credits (decreases) the charge balances by the amount applied. For example, a -$10.00 encounter unapplied credit is applied to a charge with a $10.00 balance. The charge balance decreases from $10.00 to $0.00.
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| Applied Encounter/Invoice Debit | Select the transaction code to be used by the system when an encounter-level unapplied credit is applied to charges on the encounter. The system generated transaction debits (increases) the unapplied credit balance by the amount applied. For example, a -$10.00 encounter unapplied credit is applied to a charge with a $10.00 balance. The unapplied credit balance increases from -$10.00 to $0.00.
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| Applied Account Credit | Select the transaction code to be used by the system when an account-level unapplied credit is applied to charges on an encounter. The system generated transaction credits (decreases) the charge balances by the amount applied. For example, a -$30.00 account unapplied credit is applied to a charge with a $30.00 balance. The charge balance decreases from $30.00 to $0.00.
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| Applied Account Debit | Select the transaction code to be used by the system when an account-level unapplied credit is applied to charges on an encounter. The system generated transaction debits (increases) the unapplied credit balance by the amount applied. For example, a -$30.00 account unapplied credit is applied to a charge with a $30.00 balance. The unapplied credit balance increases from -$30.00 to $0.00.
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| Transfer Credit to Account | Select the transaction code to be used by the system when an encounter-level unapplied credit is transferred to the account, making it an account-level unapplied credit. The system generated transaction debits (increases) the encounter unapplied credit balance by the amount transferred. For example, a -$50.00 encounter unapplied credit is transferred to the account. The encounter unapplied credit balance increases from -$50.00 to $0.00.
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| Receive Credit on Account | Select the transaction code to be used by the system when an encounter-level unapplied credit is transferred to the account, making it an account-level unapplied credit. The system generated transaction credits (decreases) the account unapplied credit balance by the amount transferred. For example, a -$50.00 encounter unapplied credit is transferred to the account. The account unapplied credit balance decreases from $0.00 to -$50.00.
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| Bad Debt Credit | Select the transaction code to be used by the system when an encounter is pre-listed for bad debt. The system generated transaction credits (decreases) the self-pay balance on the encounter.For example. an encounter with a $60.00 patient balance is pre-listed for bad debt. The encounter self-pay balance decreases from $60.00 to $0.00.
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| Bad Debt Debit | Select the transaction code to be used by the system when an encounter is pre-listed for bad debt. The system generated transaction debits (increases) the bad debt balance on the encounter. For example. an encounter with a $60.00 patient balance is pre-listed for bad debt. The encounter bad debt balance increases from $0.00 to $60.00.
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| Void Charge | Select the transaction code to be used by the system when a charge on an encounter is voided. The system generated transaction credits (decreases) the charge balance by the original charge amount. For example, a $100.00 charge is voided. The charge balance decreases from $100.00 to $0.00.
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| Offset Balance Transaction Code | Select the adjustment or payment transaction code to be used by the system when an offsetting encounter balance is auto-corrected from the History/Non-History Status data maintenance report in NextGen® Enterprise PM. For example, an encounter has two charges. The first charge has a -$10.00 credit balance, and the second charge has a $10.00 debit balance. The system applies a $10.00 debit transaction to the first charge and a -$10.00 credit transaction to the second charge. The two offsetting transactions net to $0.00, and both charges now have a balance of $0.00.
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