NextGen Knowledge Center

Apply an Encounter Unapplied Credit during Charge Posting

Before applying an encounter-level unapplied credit during charge posting, you must set an active batch. You can enter the offsetting system adjustment transactions in the active batch. You can view the transactions in the Transaction Ledger window.

  1. Open NextGen® Enterprise PM.
  2. Select Posting.
    The Batch Posting window opens.
  3. Right-click the selected batch, and then select Open.
    The Payment Entry window opens.
  4. Enter a patient payment on the encounter, and then select Save.
  5. Select Encounter.
    An encounter-level unapplied credit is created, and you can view the patient payment in the Transaction Ledger.
  6. Open the Charge Posting window during check-out for the same encounter.
    A message appears stating that Unapplied Payments: Encounter [n] has a [$n.nn] credit available.
  7. Close the message.
  8. Enter the first charge on the encounter and then select Next or Save.
    A confirmation message appears to utilize the [$-n.nn] encounter credit on the charge.
  9. To apply the unapplied credit to the first charge, select Yes.
    On the Charge Ledger window, the payment amount appears as a credit in the Payment column.

    Two system-generated transactions are applied to the encounter. You can view the Transaction Ledger as the following:

    • Applied Encounter Credit n.nn Payment
    • Applied Encounter Debit n.nn Payment

    The two transactions offset one another and the debit transaction removes the unapplied amount from the encounter, and the credit transaction applies the same amount to the charge, reducing the balance on the charge.