Components of the Payment Entry Window

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

Field	Description
Source/Acct	The 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 Credit	Displays the option to apply an account credit to the payment transaction and populate the Acct Credit field.
Use Encounter Credit	Select this check box to apply an encounter credit to the payment transaction and populate the Enc Credit field.
Payer	The payer or alternate payer for which you are posting the transaction. Note: The Payer field also displays all the alternate payers associated with the payers. 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 Reasons	Select the applicable reason code. Note: Reason Codes are attached to EOB (Explanation of Benefits) received from insurance payers regarding payments to a provider for services rendered.
Tracking	Enter a description to assist in monitoring this transaction.
Acct Credit	This field automatically displays the existing account credit when you select the Use Account Credit check box
Enc Credit	This field automatically displays the existing encounter credit when you select the Use Encounter Credit check box.
Date	This field is automatically populated with the current date. Select a different date if desired.
Pay Amt	Enter the payment amount. Note: When a reason code, associated with a transaction in File Maintenance in the Reason Code library, the status of that line, such as payment, adjustment, write-off, automatically changes and does whatever the reason code dictates.
Pay Code	Select the code to use with the payment amount. You can select Next to add line items.
Adj Amt	Enter the amount of the adjustment. Note: This field is automatically populated based on the Payer field.
Adj code	Enter the adjustment code if different from the code in this field.
Transactions Notes	To 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. Note: Displays on the Transactions tab of the Encounters tab in the patient chart and on all reports that list transactions.
Next	Select to enter payment information for a different encounter.
Open	After you save the payment information, the fields are unavailable. You can select Open to edit the saved information.
Save	Select to save the payment information.
Cancel	Select to cancel the payment information entered and select New to enter payment information for a different patient.
Delete	Select to delete the transaction from the batch.
Clear	Select to clear the information from the window and enter a new payment.
Recalc	Select 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 Cre	NextGen® 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.
COB	Select to display the Coordination of Benefits Information window.

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

Field	Description
Source/Acct	The 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 Credit	Displays the option to apply an account credit to the payment transaction and populate the Acct Credit field.
Use Encounter Credit	Select this check box to apply an encounter credit to the payment transaction and populate the Enc Credit field.
Payer	The payer or alternate payer for which you are posting the transaction. Note: The Payer field also displays all the alternate payers associated with the payers. 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 Reasons	Select the applicable reason code. Note: Reason Codes are attached to EOB (Explanation of Benefits) received from insurance payers regarding payments to a provider for services rendered.
Tracking	Enter a description to assist in monitoring this transaction.
Acct Credit	This field automatically displays the existing account credit when you select the Use Account Credit check box
Enc Credit	This field automatically displays the existing encounter credit when you select the Use Encounter Credit check box.
Date	This field is automatically populated with the current date. Select a different date if desired.
Pay Amt	Enter the payment amount. Note: When a reason code, associated with a transaction in File Maintenance in the Reason Code library, the status of that line, such as payment, adjustment, write-off, automatically changes and does whatever the reason code dictates.
Pay Code	Select the code to use with the payment amount. You can select Next to add line items.
Adj Amt	Enter the amount of the adjustment. Note: This field is automatically populated based on the Payer field.
Adj code	Enter the adjustment code if different from the code in this field.
Transactions Notes	To 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. Note: Displays on the Transactions tab of the Encounters tab in the patient chart and on all reports that list transactions.
Next	Select to enter payment information for a different encounter.
Open	After you save the payment information, the fields are unavailable. You can select Open to edit the saved information.
Save	Select to save the payment information.
Cancel	Select to cancel the payment information entered and select New to enter payment information for a different patient.
Delete	Select to delete the transaction from the batch.
Clear	Select to clear the information from the window and enter a new payment.
Recalc	Select 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 Cre	NextGen® 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.
COB	Select to display the Coordination of Benefits Information window.

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