Add a Transaction from the Patient Record

Help Guide for NextGen® Enterprise PM 8

Resubmit a Transaction for Approval

If your practice uses transaction approval, the transaction you entered could get denied. You can resubmit the transaction for approval that has been denied during the transaction approval process. For more information about transaction approval, go to NextGen Healthcare Success Community and download the latest Practice Workflow User Guide for NextGen® Enterprise PM. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Right-click a TRAH Trans Approval Hold batch in the Batch Posting window, and then select Ledger. The Transaction Ledger window opens. Double-click the transaction to be resubmitted in the ledger. The Payment Entry window opens Select Open and then modify the transaction as desired. Select Resubmit for approval. Select Save. The current task auto-completes and a new transaction approval task is auto-created. Note: The new task approval task is sent to the first approver in the task approval profile that is associated with th

Help Guide for NextGen® Enterprise PM 8

Viewing Reconciled Transactions

NextGen Healthcare offers the reconcile option on the Transaction ledger window for payment balancing. Reconciliation requires the subtotals of the payments received at a facility by adding the cash, checks, and credit card. The subtotals of cash, checks are credit card are compared with the subtotals in the Batch Listing report. If the subtotals of the batch listing report does not tally with the payments received, you must go through each item one by one to verify the payment received is actually entered into the system. You can indicate reconciled transactions in the Transaction Ledger window. A in the Reconciled column of the Transaction ledger window indicates the item has been reconciled. Note: The Reconciled column is for informational purpose only. Add or Remove Diagnosis Codes for an Encounter You can use the Diagnosis Selection window to add or remove diagnosis code from an encounter. Resubmit a Transaction for Approval You can resubmit a transaction for approval using the Ba

Help Guide for NextGen® Enterprise PM 8

Post a Transaction on a Bad Debt Encounter

Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Select the batch, and then right-click the selected batch and select Open. The Payment Entry window opens. In the Source field, select Encounter. Open the desired Patient and then open a bad debt Encounter. In the Payer field, select Patient. Enter tracking information in the Tracking field, if needed. Add any additional notes or comments in the Transaction Notes field, if needed. Enter the payment amount in the Pay Amt field, and then select the appropriate bad debt Pay Code. Enter the adjustment amount in the Adj Amt field, and then select the appropriate bad debt Adj Code. The payment and adjustment amounts are automatically allocated to line items with a patient balance. Select Recalc. To save the transaction, select Save. Parent topic: Posting Transactions on Bad Debt Encounters

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

Charge Posting Toolbar

The toolbar on the Charge Posting window includes icons that you can use to perform a variety of actions and functions when working with charges in NextGen® Enterprise PM. The following table describes the use of each icon available on the Charge Posting toolbar. Icons Name Description View Chart Opens the Patient Chart window for the selected patient. Recall Opens the Recall Plan Maintenance window to add a recall for a patient who has no existing recalls, or the Patient Recall window for a patient who has one or more existing recall. Encounter Maintenance Opens the Encounter Maintenance window for the selected encounter to add the encounter details. Encounter Insurance Opens the Encounter Insurance Selection window for the selected encounter to add insurance to an encounter. Patient Insurance - Encounter Opens the Patient Insurance – Encounter window for the primary payer on the selected encounter. Balance Control Opens the Balance Control window for the selected encounter. Patient B

Help Guide for NextGen® Enterprise PM 8

Opening the Active Patient Record

Opening the Active Patient Record Opening the Active Patient Record In NextGen® Enterprise PM, you can open the current active patient's records from the following windows: People Lookup Patient Lookup Appointment Lookup Add Appointment Edit Appointment Charge Posting Payment Entry To open the patient chart, you can double-click the Active Patient indicator located on the status bar on the NextGen® Enterprise PM desktop. The patient's chart displays details of the active patient. Open Active Person Records You can quickly open the currently active person record from the People Lookup window. Open Active Patient Records You can quickly open the patient record that is currently active from the Patient Lookup window. View Appointments for the Active Patient You can view the list of appointments set for the active patient record from the Appointment Lookup window. Open the Active Patient Records to Link New Appointments You can quickly open the active patient record and link new appointmen

Add a Transaction from the Patient Record

Before you begin

Recommendations

Resubmit a Transaction for Approval

Viewing Reconciled Transactions

Post a Transaction on a Bad Debt Encounter

Recording Transactions to a Batch

Charge Posting Toolbar

Opening the Active Patient Record

Resubmit a Transaction for Approval

Viewing Reconciled Transactions

Post a Transaction on a Bad Debt Encounter

Recording Transactions to a Batch

Charge Posting Toolbar

Opening the Active Patient Record