Add a Transaction Level Reason Code during Payment Entry

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

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

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

File Maintenance Help for NextGen® Enterprise 8

Select Reason Codes Options in Practice Preferences

You can select reason codes options in the Transactions practice preference. Do one of the following: In NextGen® Enterprise PM, select Admin > Preferences > Practice. In File Maintenance, select Master Files > System > Practices. Double-click the practice, and then select Preferences. The Practice Preferences window opens. In Preference List, select Transactions. Select options for various fields under Reason Codes Options, as per your practice needs. Parent topic: Reason Codes Library

Help Guide for NextGen® Enterprise PM 8

Enter an Encounter 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. Payment Entry Window Enter the desired payment information. Select Save. Components of the Payment Entry Window You have to enter the payment information before posting a payment. Parent topic: Posting Encounter and Account Level Payments

Add a Transaction Level Reason Code during Payment Entry

Recommendations

Add a Line-item Reason Code during Payment Entry

Entering Reason Codes during Payment Entry

Enter an Invoice Payment

Recording Transactions to a Batch

Select Reason Codes Options in Practice Preferences

Enter an Encounter Payment

Add a Line-item Reason Code during Payment Entry

Entering Reason Codes during Payment Entry

Enter an Invoice Payment

Recording Transactions to a Batch

Select Reason Codes Options in Practice Preferences

Enter an Encounter Payment