Batch Posting for ERA

Column	Description
Unnamed	Displays an icon to indicate whether a batch is active or inactive . Transaction activity is recorded in the active batch.
BBP	Displays a green check mark to indicate that the batch has been flagged and will be automatically posted by the NextGen® Background Business Processor once it has been balanced.
Date	Displays the date when the ERA batch was created.
ID	Displays batch ID. The first batch of the day is assigned the ID 0001. Additional batches you create the same day are assigned sequential ID numbers (0002, 0003). The numbers restart at 0001 every day.
Description	Displays the batch name. You can edit the description in the Batch Maintenance window.
Members	Displays the number of transactions (payments and adjustments) in the Posted section of the ERA Import Posting report. Transactions that have not been posted are not included in this count.
Status	Displays one of the following status: Out of Balance indicates that the batch is not ready to be posted because the batch header Total Billed, Total Allowed, Total Paid and Total Adjusted does not match the totals in the batch ledger. Balanced indicates the batch header has been reconciled with the batch ledger and the batch is ready to be posted manually or by NextGen® Background Business Processor. Note: You can enable the Automatically balance batch when an ERA is imported with no errors option in the Remittance Profile Library to automatically balance ERA batches that are imported with no errors. When the option is set to Auto Balance, the ERA batch header is automatically balanced to the batch ledger in NextGen® Enterprise PM. The Status column shows Balanced for any batches that have been auto-balanced.
Total Paid	Displays the Total Paid amount from the batch header.
Total Adjusted	Displays the Total Adjusted amount from the batch header.
Ledger Payment	Displays the Payment total listed from the batch ledger.
Ledger Adjustments	Displays the Adjustment total listed from the batch ledger.
Secured To	Indicates the user that the batch is secured to. Only the user who appears here can access transactions from the batch. If the column is blank, the batch has not been secured to a user and a user (with security rights) can access transactions from the batch.

Help Guide for NextGen® Enterprise PM 8

Reading the ERA Import Posting Report

After you have completed the ERA Posting process, the ERA Import Posting report generates. Overall, the report is a complete audit of the ERA 835 file and is grouped by unsuccessful and successful entries. NextGen® Enterprise PM does not, however, report provider level adjustments. The report is sorted by practice with the ERA payments that did not post successfully listed first, followed by all the ERA payments that posted successfully. An ERA message displays in the Description column of the report next to each line item as an indicator for why the ERA claim payment did or did not post against the encounter information. Each of these messages applies to ANSI file formats. The transaction level Reason Codes that are distributed to service lines display on the report, along with their descriptions. Note: The ERA Import Posting report detects and rejects an ERA transaction with a denial reason code and total transaction amount that is not $0.00. Resolving Encounter-Related ERA Errors On

Help Guide for NextGen® Enterprise PM 8

Balance the Batch Header Record

After entering all the transactions, you must balance the batch header record before posting the batch to the accounts receivable record. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select a batch, select the open menu icon, and then select Ledger. The Transaction Ledger window opens. Select Header. The Batch Maintenance window opens. Compare the amount in Total Billed, Total Allowed, and Total Paid of the Batch Maintenance window to the Transaction Ledger window. If the amounts do not match, change the amounts as necessary. CAUTION: Every batch item entered will have a corresponding billed amount is entered. If you have a charge of $25.00 and you receive two separate checks to apply to the charge, the charge shows on the ledger twice. The billed amount for the two checks is $50.00, not $25.00. Verify that the number of payments match the payments on the ledger. Do not include adjustments. Note: The Payments field along with the Su

Help Guide for NextGen® Enterprise PM 8

Managing Batches

In NextGen® Enterprise PM, batches are sets of payment, adjustment, and refund transactions. You can create batches for each location, each day, or for each practice. For example, a batch can be created for a check-in staff to record all the transactions for the day. You can secure a batch or an enterprise batch grouping to a single user for security purposes. Any user without the appropriate security rights cannot access the transactions in the batch. You can also choose to remove an entire enterprise batch grouping from the list if none of the sub-batches are secured to the current user. You can use the Batch Maintenance window to manage batches for a given practice. Batch Status You can use the batch status for payment batches to denote the flow of line item balance. Determining the Active Batch You can only post transactions to a batch marked as active on the Batch Posting window. Balance the Batch Header Record Using Recalc Function in Payment Entry You can use the Recalc button o

Help Guide for NextGen® Enterprise PM 8

Auto Balanced Batch Column on the ERA Import Posting Report

If you set the Automatically balance batch when an ERA is imported with no errors option in the Remittance Profile Library to either Auto Balance or Auto Balance and flag for BBP, then the Auto Balanced Batch column on the ERA Import Posting report displays one of the following: Y indicates no errors were encountered during the import and the batch was auto-balanced. N indicates errors were encountered during the import and the batch was not auto-balanced. If the option is not enabled or is blank (default), then the column displays N/A on the report for all batches. Some clearinghouses may use the same ERA payer number for all payers. In this case, if an 835 ERA file contains a single check with multiple payers and some payers use a Remittance Profile library with the Automatically balance batch when an ERA is imported with no errors option enabled and other payers use a profile with the option disabled, then the Auto Balanced Batch column on the ERA Import Posting report will display

Help Guide for NextGen® Enterprise PM 8

Payments by Transaction Report

The Payments by Transaction report displays all transactions that have payments made to them. The report is sorted by billing date. Totals are for payment amount for each listed date. Once the payments are entered into a batch, a system generated “Batch Listing” report is run to balance the payments in that batch to the total amount of cash, checks, and credit card receipts. This report can be used to balance those batch totals to the amount of the daily deposit. To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily, then select By Transaction and then select Payments. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen Enterprise PM. From the Report Filter window, select the Info button to view the following information about the report: Logic: The report will return one line for each transaction. For example, if an encounter has three charges and a transaction is spread agai

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

Batch Posting for ERA

Recommendations

Reading the ERA Import Posting Report

Balance the Batch Header Record

Managing Batches

Auto Balanced Batch Column on the ERA Import Posting Report

Payments by Transaction Report

Recording Transactions to a Batch

Reading the ERA Import Posting Report

Balance the Batch Header Record

Managing Batches

Auto Balanced Batch Column on the ERA Import Posting Report

Payments by Transaction Report

Recording Transactions to a Batch