Balancing Payments Received and Deposits

Help Guide for NextGen® Enterprise PM 8

Daily Payments

To balance payments for the day, run a Daily Payments report. Three variations of the report are available: Daily by Line Item Payments Daily by Transaction Payments Daily by Encounter Payments Payments by Line Item Report The Payments by Line Item report is a line item report that displays all transactions that have payments made to them. Payments by Transaction Report The Payments by Transaction report displays all transactions that have payments made to them. Payments by Encounter Report The Payments by Encounter report shows payments that have taken place during a specific date range. Parent topic: Balancing Payments Received and Deposits Parent topic: Daily Reports

Help Guide for NextGen® Enterprise PM 8

Daily Refunds

To balance refunds for the day, run a Daily Refunds report. Three variations of the report are available: Daily by Line Item Refunds Daily by Transaction Refunds Daily by Encounter Refunds Refunds by Line Item Report The Refunds by Line Item report is a line item report displays all refund transactions for a specified time frame. Refunds by Transaction Report The Refunds by Transaction report displays all refunds associated with each listed transaction with a specified time frame. Refunds by Encounter Report The Refunds by Encounter report identifies the primary payer of the encounter as the payer for the transaction. Parent topic: Balancing Payments Received and Deposits Parent topic: Daily Reports

Help Guide for NextGen® Enterprise PM 8

Daily Adjustments

To balance adjustments for the day, run a Daily Adjustments report. Three variations of the report are available: Daily by Line Item Adjustments Daily by Transaction Adjustments Daily by Encounter Adjustments Adjustments by Line Item Report The Adjustments by Line Item report is a line item report showing all adjustments for a specified time frame. Adjustments by Transaction Report The Adjustments by Transaction report displays all adjustments for a specified time frame. It is sorted by batch date and batch number. Adjustments by Encounter Report The Adjustments by Encounter report identifies the primary payer of the encounter as the payer for the transaction. Parent topic: Balancing Payments Received and Deposits Parent topic: Daily Reports

Help Guide for NextGen® Enterprise PM 8

Daily Payments

To balance payments for the day, run a Daily Payments report. Three variations of the report are available: Daily by Line Item Payments Daily by Transaction Payments Daily by Encounter Payments Payments by Line Item Report You can generate a Daily Payments report to balance payments for the day in NextGen® Enterprise PM. Payments by Transaction Report You can generate a Payments by Transaction report in NextGen® Enterprise PM that displays all transactions that have payments. Payments by Encounter Report You can generate Payments by Encounter report in NextGen® Enterprise PM that shows payments for a specific date range. Parent topic: Daily Reports

Help Guide for NextGen® Enterprise PM 8

Daily Refunds

To balance refunds for the day, run a Daily Refunds report. Three variations of the report are available: Daily by Line Item Refunds Daily by Transaction Refunds Daily by Encounter Refunds Refunds by Line Item Report You can generate the Refunds by Line Item report in NextGen® Enterprise PM. Refunds by Transaction Report You can generate the Refunds by Transaction report in NextGen® Enterprise PM. Refunds by Encounter Report You can generate the Refunds by Encounter report in NextGen® Enterprise PM. Parent topic: Daily Reports

Help Guide for NextGen® Enterprise PM 8

Daily Adjustments

To balance adjustments for the day, run a Daily Adjustments report. Three variations of the report are available: Daily by Line Item Adjustments Daily by Transaction Adjustments Daily by Encounter Adjustments Adjustments by Line Item Report You can generate the Adjustments by Line Item report in NextGen® Enterprise PM. Adjustments by Transaction Report You can generate the Adjustments by Transaction report in NextGen® Enterprise PM. Adjustments by Encounter Report You can generate the Adjustments by Encounter report in NextGen® Enterprise PM. Parent topic: Daily Reports

Balancing Payments Received and Deposits

Recommendations

Daily Payments

Daily Refunds

Daily Adjustments

Daily Payments

Daily Refunds

Daily Adjustments

Balancing Payments Received and Deposits

Daily Payments

Daily Refunds

Daily Adjustments

Daily Payments

Daily Refunds

Daily Adjustments