Write Off Remaining Line Item Balances After the Batch is Posted
In File Maintenance, open a Reason Codes library.
The
Reason Code Library Maintenance
window opens.
Select a reason code.
Under
Code Type
, select
Line Item
and
Write Off Remaining Balance
.
Select
OK
. In
NextGen® Enterprise PM
, an additional transaction will be created only after the batch is posted that writes off the remaining balance.
Note:
If you want the transaction to be created when the ERA file is imported, following the steps in the next procedure.
Recommendations
Explore
File Maintenance Help for NextGen® Enterprise 8
Write Off Remaining Line Item Balances at ERA Import
Select the Write off Remaining Balance option as described in the previous procedure. Open the appropriate Remittance Profile library. Under Adjustment Calculation, select the Create write-off adjustments at time of import setting. Note: This setting works in conjunction with the Write Off Remaining Balance option in the Reason Codes library. When you select both settings, an additional transaction is automatically created when an ERA file is imported that brings the line item balance to $0. This transaction is part of the ERA batch and can therefore be deleted. Select OK. Parent topic: Reason Codes Library
File Maintenance Help for NextGen® Enterprise 8
Reason Codes Library
You can create and maintain reason codes in a Reason Codes library. A reason code is a brief description that is added to a transaction to explain how that transaction was handled. When ERA files are involved, reason codes are returned in the file by the payer to describe how the service was reimbursed. Reason code libraries group related reason codes together. For example, you can have a reason code library that contains the reasons that a claim can be cancelled. You can generate the Reason Codes Master report from the Reason Codes library. For more information go to NextGen Healthcare Success Community and download the latest Reports User Guide for NextGen® Enterprise PM. Reason Code Library Maintenance You can add or modify an existing reason code on the Reason Code Library Maintenance window. Write Off Remaining Line Item Balances After the Batch is Posted Write Off Remaining Line Item Balances at ERA Import Assign a Reason Code Library to a Payer Select Reason Codes Options in Pra
Help Guide for NextGen® Enterprise PM 8
Add a Line-item Reason Code during Payment Entry
You can enter multiple reason codes at the line-item level, and each line-item can have a different reason code. Line-item reason codes are selected from the Line Item Reasons column at the bottom of the Payment Entry window. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the desired batch header record. The Payment Entry window opens. Type the encounter number in Enc/Clm#, and select Enter. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. In Line Item Reasons, select the codes that match the payer's reason code on the remittance advice. Enter the required fields and select Recalc. Select Save. Parent topic: Entering Reason Codes during Payment Entry
Help Guide for NextGen® Enterprise PM 8
Add a Transaction Level Reason Code during Payment Entry
Transaction level reason codes are selected in the Payment Entry window in the Clm Reasons field. You can enter multiple reason codes at the transaction level. Transaction codes are set up for the practice in the Reason Code Maintenance window in File Maintenance. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the desired batch header record. The Payment Entry window opens. Type the encounter number in Enc/Clm#, and press Enter. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. In the Clm Reasons list, select the codes that match the payer's reason code on the remittance advice. Select Save. Parent topic: Entering Reason Codes during Payment Entry
File Maintenance Help for NextGen® Enterprise 8
Reversals and Corrections Tab - Options and Settings
You can use the following list of options and descriptions to make settings on the Reversals and Corrections tab in your Remittance Profile. Option Description Reversals and Corrections These options define business rules for ERA reversal and correction transactions imported into NextGen® Enterprise PM. Do not post adjustments that increase the balance (negative adjustments) Prevents negative adjustments that will increase a balance from being posted and added to the batch when the ERA file is processed. They display on the ERA Import Posting report as “Not Posted”. This allows you to follow-up to ensure the adjustment amounts are correct. Do not post reversals (negative payments) Prevents negative payments that will increase a balance from being posted and added to the batch when the ERA file is processed. They display on the ERA Import Posting report as “Not Posted”. This allows you to follow-up to ensure the payment amounts are correct. Force line item credit balances from a correct
Help Guide for NextGen® Enterprise PM 8
Reversals and Corrections Tab - Options and Settings
You can use the following list of options and descriptions to make settings on the Reversals and Corrections tab in your Remittance Profile. Option Description Reversals and Corrections These options define business rules for ERA reversal and correction transactions imported into NextGen® Enterprise PM. Do not post adjustments that increase the balance (negative adjustments) Prevents negative adjustments that will increase a balance from being posted and added to the batch when the ERA file is processed. They display on the ERA Import Posting report as “Not Posted”. This allows you to follow-up to ensure the adjustment amounts are correct. Do not post reversals (negative payments) Prevents negative payments that will increase a balance from being posted and added to the batch when the ERA file is processed. They display on the ERA Import Posting report as “Not Posted”. This allows you to follow-up to ensure the payment amounts are correct. Force line item credit balances from a correct
