Add a Line-item Reason Code 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

Help Guide for NextGen® Enterprise PM 8

Entering Reason Codes during Payment Entry

During the payment entry process, you have the ability to apply reason codes at the: Add a Transaction Level Reason Code During Payment Entry Add a Line-item Reason Code during Payment Entry Add a Transaction Level Reason Code during Payment Entry You can use the Payment Entry window to enter transaction level reasons code during the payment entry. Add a Line-item Reason Code during Payment Entry You can use the Payment Entry window to add a line-item reason code during payment entry. Parent topic: Posting Transactions

Help Guide for NextGen® Enterprise PM 8

Set Up a Payment Spread for a patient

When a payment is received and a patient has several line items with amounts due, NextGen® Enterprise PM applies payments to line items when a payment is entered on the Payment Entry window. The line items and applied payment amounts depend on the option you choose. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the 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. Select Open. The Payment Entry window become available for modifications. In Pay Amt, enter the payment amount. In Adj Amt, enter an adjustment amount. Select the line items to apply the spread amount.` Right-click the line-item, select Spread and then select one of the following options: FIFO FIFO - Pat Resp Date Weight Distribution Select Save. The selected payment spread is applied to t

Help Guide for NextGen® Enterprise PM 8

Enter an Invoice Payment

Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. In Src/Acct, select Invoice. In Invoice, select . The Account List window appears. Account List window To search for an invoice, enter the search criteria data, and then select Find. Invoices that match the search criteria appear in the Account List section of the Account List window. Double-click an invoice. The invoice charges appear in the Payment Entry window. In Pay Amt, enter the payment amount. Account Payment displays in Pay Code. In Adj Amt, enter an adjustment amount. Account Adjustment appears in Adjustment Code. Select Recalc, and then select Save. The balance due is recalculated, and saved. Parent topic: Posting Encounter and Account Level Payments

Help Guide for NextGen® Enterprise PM 8

Recording Transactions to a Batch

You can create a batch for initiating the payment posting process for patient payments, insurance End Of Business(EOB), and invoices. NextGen® Enterprise PM requires you to create a transaction batch header for entering payments or transactions. You can use the Batch Maintenance window to add transactions to batches for: Encounters Accounts Invoices Budgets Creating Batch Header Records You can create a batch header record to enter transactions in NextGen® Enterprise PM. Set Up a Batch Header Record You can use the Batch Maintenance window to set up a batch header record to enter transactions. Post a Budget Payment You can select the budget source type on the Payment entry window to enter a budget payment. Tracking Patient Deductible Amounts You can enter a patient deductible amount for every line-item on the payment entry window. Spreading Payments You can use the Payment Entry window to spread payments across line items. Posting Multiple Payments and Adjustments to a CPT4 Code You ca

Help Guide for NextGen® Enterprise PM 8

Enter a Transaction for an Account

Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. In Source/Acct, select Account. In Account, enter the first few letters of the account name or select Account Lookup . Account records matching the search criteria appear in the Account list. Note: A status indicator for the data retrieval appears for an account with more than 100 line items. Large Account mode activates when more than 1000 items are retrieved and displayed. For more information on the number of line items displayed in the Large Account mode or modifying the number of line-items, contact NextGen Healthcare Support. Double-click the desired account. In Pay Amt, enter the payment amount. NextGen Healthcare displays Account Payment as the pay code. If necessary, enter an adjustment amount in the Adj Amt field. NextGen Healthcare displays Account Adjustment for the adjustment code. Select Recalc, and then s

Add a Line-item Reason Code during Payment Entry

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