Applying Encounter Unapplied Credits in a Batch

Help Guide for NextGen® Enterprise PM 8

Transfer an Unapplied Encounter Credit to an Account

If you created an unapplied credit for the encounter, but meant to create it for the account, you can transfer the credit. The adjustment transaction codes create automatically when moving an unapplied encounter credit to an account. For each debit adjustment, there is an offsetting credit adjustment. From the main toolbar, select the Posting icon. The Batch Posting window opens. Double-click the batch you want to post. The Payment Entry window opens. To transfer an encounter credit, do the following: In the Patient/MRN field, select the applicable patient. In the Enc/Clm# field, select or enter the claim/encounter number. Select the Xfer Credit button. The application automatically creates the adjustment. The transaction, Transfer Credit To Account, appears in the Pay Code field. This transaction is now a debit amount. Select the blue arrow icon pointing to the right on the Payment Entry toolbar. The Payment Entry window opens. The Pay Code field displays Received Credit On Account. T

Help Guide for NextGen® Enterprise PM 8

Use a Co-payment as an Unapplied Encounter Credit

An unapplied credit is never associated directly to a charge. The unapplied credit can be applied to an adjustment or a payment. Create an encounter and in the Payment Entry window, enter a co-pay amount of $10.00. Apply the payment to the encounter. Enter the charges for the encounter. Select the Use Encounter Credit check box. The application creates an adjustment of $10 with the adjustment code of Applied Encounter/Invoice Credit. Note: After you select the Use Encounter Credit check box, the Adj Code field automatically displays a system-generated transaction code and it cannot be changed. This prevents balancing problems because the transaction code offsets the original transaction code. The application creates another transaction of negative $10 with a transaction code of Applied Encounter/Invoice Debit and a tracking description of Debit to Encounter for Usage of a Credit Balance. The adjustment code populates from the codes selected on the Transactions tab of the Practice Prefe

Help Guide for NextGen® Enterprise PM 8

Create a Credit Balance with an Unapplied Account Credit

If an unapplied credit is never associated directly to a charge, you can apply an unapplied credit as an adjustment or a payment. Create a transaction item for the encounter. Select the Use Account Credit check box. The Payer field displays Patient and creates an adjustment of $50 with the adjustment code of Applied Account Credit. Note: After you select the Use Account Credit check box, the Adj Code field automatically displays a system-generated transaction code. You cannot change the code. This prevents balancing problems by generating a transaction code to offset the original transaction code. The application creates another transaction of negative $50 with the transaction code Applied Account Debit and tracking description of Debit to Account for Usage of a Credit Balance. The code appears from the selections made on the Transactions tab of the Practice Preferences window. To change, edit, add, or delete transaction codes, contact your system administrator. To view the transaction

Help Guide for NextGen® Enterprise PM 8

Create an Unapplied Credit Amount at the Account Level

In this scenario, the mother of two children brings her daughter in for an encounter. When the patient checks out, the charge for the office encounter is pre-loaded for $65. The mother makes a payment of $80. On the Payment Entry window, in the Payer field. select Patient. In the Pay Amt field, enter the $80 payment and select Save. A message appears notifying you that an unapplied credit amount will be created. This message appears because the payment of $80 is greater than the charge amount of $65, therefore there are no other charges for which the payment can be applied. Apply the unapplied credit amount to the account. In this scenario it is appropriate to apply the unapplied credit amount to the account because payment has already been made for the charge associated with the encounter. When you select Account, the unapplied credit amount is applied to the guarantor of the encounter's account. The credit can then be used for this encounter if additional charges are added or any oth

Help Guide for NextGen® Enterprise PM 8

Create an Unapplied Credit Amount

When a patient has an encounter scheduled and their insurance requires a $15 co-payment, and they want to pay in advance towards that encounter and any future charges, you can go ahead, prior to charges being entered, credit this patient with a payment. On the Payment Entry window, in the Payer field, select Patient. In the Pay Amt field, enter the $15 payment and select Save. A message appears notifying you that an unapplied credit amount will be created. This message indicates that no current charges are applied to the encounter. Apply the unapplied credit amount to either the encounter or the account. In this scenario the best option is to apply the unapplied credit amount to the encounter. The credit can then be used against charges that are applied to the encounter at a later date. The credit can also be transferred to the account level, if necessary, even after it is applied to the encounter level. Parent topic: Creating an Unapplied Credit Amount

Help Guide for NextGen® Enterprise PM 8

Apply Unapplied Encounter Credits

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 File > Processes > Unapplied Encounter Credits. 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

Applying Encounter Unapplied Credits in a Batch

Recommendations

Transfer an Unapplied Encounter Credit to an Account

Use a Co-payment as an Unapplied Encounter Credit

Create a Credit Balance with an Unapplied Account Credit

Create an Unapplied Credit Amount at the Account Level

Create an Unapplied Credit Amount

Apply Unapplied Encounter Credits

Transfer an Unapplied Encounter Credit to an Account

Use a Co-payment as an Unapplied Encounter Credit

Create a Credit Balance with an Unapplied Account Credit

Create an Unapplied Credit Amount at the Account Level

Create an Unapplied Credit Amount

Apply Unapplied Encounter Credits