Vendor Labels Tab

File Maintenance Help for NextGen® Enterprise 8

Client Defined Tab

The Client Defined tab enables you to add multiple client-defined fields at the enterprise level. These fields display in various areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. When you add a client-defined field, a corresponding master list with the same name is created. The values you add to the master lists become the values users can select when the client-defined fields display in the following areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. In NextGen® Enterprise PM and NextGen® Enterprise EHR Add/Modify Person/Patient Information window, on the Client Defined tab and the Demographics tab. In NextGen® Enterprise PM Patient Chart Patient Information tab and Demographics tab. Also on the NextGen® Enterprise PM Appointment Details window, on the Chart/Ins tab. In File Maintenance Practice Preferences, Appt Scheduling, Chart, Required on link appt, Data Repository, Patient Information, Required Fields data field list, and Form and Label Template master file

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

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

System Administrator Help

Transactions Module

Subgroup Used in Description Balance Control NextGen® Enterprise PM Enables users to access to the Balance Control window to move a balance for an encounter from one party (insurance/guarantor) to another. Batches NextGen® Enterprise PM Enables users to create and modify transaction batches for entering payments, adjustments, and refunds. Enterprise Batch Groupings NextGen® Enterprise PM Enables users to create, modify, and delete batch groupings. For more information about enabling enterprise batch groupings, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Transaction Adjustments/ Refunds NextGen® Enterprise PM Enables users to add, modify, and delete adjustments and refunds within a transaction batch. Note: If you want users to be able to perform refund vendor matching, you must also set the Operations Transactions Vendor Matching security right to Yes. Transaction Payments NextGen® Enterprise PM Enables u

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

File Maintenance Help for NextGen® Enterprise 8

Set Up Patient Information Bar Practice Preferences for NextGen® Enterprise PM

From the Preference List, select Patient Information Bar, and then select PM tab. Select the Show Patient Information Bar check box. To display the Patient Information Bar on the Charge Posting, select the In Charge Entry check box. To display the Patient Information Bar on the Payment Entry, select the In Payment Entry check box. Define which information to display on the bar in the Patient Information section. Define which information to display on the bar in the Chart Link section. For each Field that you want to be accessible from the Patient Information Bar, do the following: In the Table field, select the Open File and then select a table. In the Field field, select a field from the table to display the field value on the Patient Information Bar. In the Display Label field, enter a label for the field on the Patient Information Bar. The Display Label is limited to 15 characters. If your label includes more than 15 characters, the field will display an ellipsis (...) where the lab

Vendor Labels Tab

Recommendations

Client Defined Tab

Refund Vendor Matching Setup

Refund Vendor Matching Security Right Setup

Transactions Module

Match Vendors to Refunds

Set Up Patient Information Bar Practice Preferences for NextGen® Enterprise PM