NextGen Knowledge Center

Create a Sub-Batch for a Batch Header

  1. Open NextGen® Enterprise PM.
  2. On the main toolbar, select Posting Posting Button .
    The Batch Posting window opens.
  3. In the Batch Posting window, do the following:
    • Select open menu , and then select New > Batch.
    • Select Header to open an existing header record.
    The Batch Maintenance window opens.
  4. Enter the desired information, and then select Sub Batches.
  5. Enter information for each sub-batch header.
    You can secure each sub-batch to a specific user. You can also use the security for an administrator to have access to all sub-batches. In System Administrator, you can grant Access to Secured Transaction Batches to the administrator. For more information, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen® Enterprise.
  6. Select OK.
    The Batch Posting window remains opened.

  7. You can continue to add transactions to each sub batch. After you enter all transactions for the sub batches, each sub batch must balance to the ledger.
  8. After each sub batch balances, enter the Total Paid and Number of Payments for the master batch.