NextGen Knowledge Center

Components of the Payment Entry Window

The following tables describes the fields on the Payment Entry window.

FieldDescription
Source/AcctThe type of account.
Patient/MRN

The patient name or encounter information ,and charges from the patient's most recent encounter.

Type the first few letters of the patient last name in this field or select the Flashlight icon to search for a patient.

The window

Enc/Clm#Displays the encounter to add the transactions. It differs from the most recent encounter.
Resub #Add, modify, or delete the value.
Use Account CreditDisplays the option to apply an account credit to the payment transaction and populate the Acct Credit field.
Use Encounter CreditSelect this check box to apply an encounter credit to the payment transaction and populate the Enc Credit field.
PayerThe payer or alternate payer for which you are posting the transaction.
  • If a patient has insurance, then that insurance company and patient appear in the payer list.
  • If the next available payer is inactive or expired, the payer is skipped and the remaining balance is settled to the next available active payer.
  • A message appears when you select an inactive or expired insurance during transaction entry.
Clm ReasonsSelect the applicable reason code.
TrackingEnter a description to assist in monitoring this transaction.
Acct CreditThis field automatically displays the existing account credit when you select the Use Account Credit check box
Enc CreditThis field automatically displays the existing encounter credit when you select the Use Encounter Credit check box.
DateThis field is automatically populated with the current date. Select a different date if desired.
Pay AmtEnter the payment amount.
Pay CodeSelect the code to use with the payment amount.

You can select Next to add line items.

Adj AmtEnter the amount of the adjustment.
Adj codeEnter the adjustment code if different from the code in this field.
Transactions NotesTo make this field available, in Practice Preferences Transactions , select the Enable Transaction Notes check box.

Enter any additional information that you want to track in your system. This field is automatically populated when:

The highest priority reason code is Skip ERA Adjustment and a discrepancy adjustment exists but was not applied; then a note appears in this field stating that the discrepancy was not applied.

A discrepancy amount is applied. A note displays in this field stating the amount of the discrepancy and the reason code.

NextSelect to enter payment information for a different encounter.
OpenAfter you save the payment information, the fields are unavailable. You can select Open to edit the saved information.
SaveSelect to save the payment information.
CancelSelect to cancel the payment information entered and select New to enter payment information for a different patient.
DeleteSelect to delete the transaction from the batch.
ClearSelect to clear the information from the window and enter a new payment.
RecalcSelect to add the line item payment and adjustment amounts from the Pay Amt and Adj Amt fields in the ledger and display this sum into the Pay Amt and Adj Amt fields.
Xfer CreNextGen® Enterprise PM automatically creates the adjustment.

The transaction, Transfer Credit To Account, appears in the Adj. Code field.

This transaction is now a debit amount.

COBSelect to display the Coordination of Benefits Information window.