Before you begin
Select a value for the unapplied credit encounter limit by selecting
Unapplied credit encounter limit in the
Transactions tab on the
Practice Preference window.
- Open NextGen® Enterprise PM.
- Select .
The Unapplied Encounter Credits window opens.
- In the Filter Criteria section, select Encounter Location, and then select the locations, if needed.
- Select Encounter Rendering, and then select the rendering providers, if needed.
- Select Include Transactions, and then select the transaction codes, if needed.
Note: The Encounter date range takes the current date by default and the application selects the Process encounters where pat amt = unapplied amt option by default.
- Select Find.
A list of encounters with a patient balance that have unapplied encounter level payment appears in the Unapplied Encounters List section.
- Clear the check box for the encounters that you do not want to process in the batch, if needed.
Note: All unapplied encounter credits are selected by default.
- If you want to set the batch to post through BBP, select Post BBP.
Note: If you select Post BBP before selecting Process in the Unapplied Encounter Credits window, the application automatically creates an unapplied batch as a BBP batch. You can view Auto Unapplied Batch in the Batch Posting window.
- Select Process.
The system automatically creates a balanced batch and a message appears stating the number of encounters processed in the batch.
Note: If you want to process unapplied encounter credit that have a patient balance which is not equal to the unapplied amount, you can select Process unapplied with patient balance.
