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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.
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 Maintenance. |
| Patient Reason Code Library | Select a reason code library to use when the patient is the payer. You can create and modify reason code libraries in the Libraries section of File Maintenance. |
| Write Off Remaining Patient Balance | Select the adjustment transaction code to be used to adjust the line item patient balance to $0.00 when a reason code is attached that is setup in the Reason Codes Library with the Write Off Remaining Balance check box enabled. The adjustment occurs when the transaction batch is posted.
|
| Write Off Remaining Payer Balance | Select the adjustment transaction code to be used to adjust the line item payer balance to $0.00 when a reason code is attached that is setup in the Reason Codes Library with the Write Off Remaining Balance check box enabled. The adjustment occurs when the transaction batch is posted.
|
COB Window Options
| Field | Description |
|---|---|
| Warn on COB imbalance with allowed amount | Select this check box to receive a warning message when the allowed amount is not equal to the paid amount plus the patient responsibility amount. The message "Warn on COB imbalance with Allowed Amount" displays when closing the Coordination of Benefits Information (COB1, COB2, COB3, or All Payers) window. |
| Warn on COB imbalance with billed amount | Select this check box to receive a warning message when the billed amount is not equal to the paid amount plus the sum of all adjustments. The message "Warn on COB imbalance with billed Amount" displays when closing the Coordination of Benefits Information (COB1, COB2, COB3, or All Payers) window. |
| Create EOB for manual payments | Select this option to view manually posted payments on the EOB. |
Payment Entry Defaults
| Field | Description |
|---|---|
| Free text line item reason codes | Select this check box to allow users to enter line item reason codes during payment entry instead of selecting the reason codes from a list. When users type multiple reason codes, they must separate them with commas - for example, CO18, CO42, PR1. If any of the typed codes are incorrect, then the incorrect codes display along with the list of reason codes from the Reason Code library that the users can select. |
| Show all line items | Select this check box to have the Show All Line Items check box selected by default on the Payment Entry window. |
| Enable transaction notes | Select this check box to display the Transaction Notes field in Payment Entry in NextGen® Enterprise PM. Users can type additional information for the transaction in the field.
|
| Use settled up status | Select this check box to settle a balance upwards during manual payment entry whenever the secondary payer pays before the primary payer pays. Then, when the primary finally pays, the status skips the secondary payer, who already paid, and settles down to the tertiary one. If this check box is not selected, then the balance automatically moves to the next bucket (for example, from the secondary to tertiary payer) even though the primary payer bucket might still be empty. |
Unapplied Credit Options
| Field | Description |
|---|---|
| Utilize unapplied credit as payment | Select this check box to use unapplied credits as payments. If the check box is not selected, unapplied credits are applied as adjustments. Applied Encounter/Invoice Credit Applied Encounter/Invoice Debit Applied Account Credit Applied Account Debit Transfer Credit to Account Receive Credit on Account Refer to "Applying an Unapplied Encounter Credit at Charge Entry" in the Encounter Maintenance User Guide for NextGen® Enterprise PM for more information. |
| Unapplied credits encounter limit | Populate this field with the maximum number of encounters allowed for your practice for unapplied credits. |
Bad Debt Options
| Field | Description |
|---|---|
| Prevent Bad Debt encounters from going into history status | Select this check box to exclude encounters that are in a bad debt status from going into a history status. If the check box is selected and you deselect this option the following message displays: "Disabling this option will revert all previous bad debt encounters with a zero balance into a history status. This is not reversible. Do you want to continue?" Then you can click Yes or No. |
| Show bad debt charges (Account Level) | Select this check box to make bad debt charges display in Payment Entry in NextGen® Enterprise PM when Account is selected in the Source field. If this check box is not selected, the bad debt charges do not display. If this check box is selected, users will not be able to use unapplied credits when they are working with bad debt encounters. They cannot create unapplied amounts from a bad debt encounter and they cannot use unapplied amounts on a bad debt encounter. |
| Use payer default bad debt tran codes | Select this check box to use the default transaction codes set up in the Payers master file for encounters with bad debt status. For more information, see Setting Up Bad Debt Transaction Codes. |
Contract Defaults in Payment Posting
| Field | Description |
|---|---|
| Default contract amounts when payer selected | Select this check box to apply co-pays and allowed amounts to CPTs defined in the Fee Schedule or for the SIM price for CPT's not in the Fee Schedule. The allowed amount will be blank during payment processing for CPTs that do not have a related price in the Fee Schedule. After you select this check box, the following options become available. You can select one option. |
| Default contract Allowed for CPTs in Fee Schedule, default SIM Price as allowed for CPTs Not in Fee Schedule | Select this option to apply co-pays to CPTs in the Fee Schedule or the default SIM price for CPTs not in the fee schedule. |
| Default contract Allowed for CPTs in Fee Schedule | Select this option to apply co-pays to CPTs in the Fee Schedule. |
Batch Posting Defaults
| Field | Description |
|---|---|
| Enable batch sub-batches | Select this check box to do the following: Set up sub-batches when setting up batch header records. For more information on sub-batches, refer to the Posting Transactions chapter of the Transactions User Guide for NextGen® Enterprise PM. Enable the Require the number of payments when balancing sub-batches check box.r |
| Require the number of payments when balancing sub-batches | Select this check box to require that the Number Of Payments field on the Batch Maintenance window be populated when balancing sub-batches.
|
| Enable batch balancing with Adjustments | Select this check box to enable the Total Adjusted field on the Batch Maintenance window in NextGen® Enterprise PM so that users can include the total adjustment amount in the batch balancing process. When selected, the Total Adjusted column displays on the Batch Posting window, and the Total Adjusted field is available on the Batch Maintenance window. When not selected, the Total Adjustment column does not display on the Batch Posting window, and the Total Adjusted field is not available on the Batch Maintenance window. |
Enterprise Transactions
| Field | Description |
|---|---|
| Enable Enterprise Batch Groupings | Select this check box to enable users to include transaction batches from this practice in batch groupings. Batch groupings enable users to enter, balance, and post transactions from multiple practices. This check box is enabled only when the Enable Enterprise Batch Groupings check box is selected on the . |