Credits and Refunds
This section provides information about how to issue credits within
NextGen® Enterprise PM
.
Applying Credits
Reversing Payments, Adjustments, and Refunds
Recommendations
Explore
Help Guide for NextGen® Enterprise PM 8
Reversing Payments, Adjustments, and Refunds
Before user can reverse payments, adjustments, or refunds, the users must be assigned the following rights in System Administrator: Reverse Adjustment to enable users to reverse adjustments from the Transactions tab on the patient's chart. Reverse Auto Adjustments - Batch to enable users to reverse automatic adjustments by using the Reverse Automatic Adjustments process in NextGen® Enterprise PM. To access the Reverse Automatic Adjustments window, select File > Processes > Reverse Auto Adjustments. Reverse Auto Adjustments - Encounter to enable users to reverse automatic adjustments by right-clicking an encounter on the patient's chart and selecting Reverse Auto Adjustment. Reverse Payment to enable users to reverse payments from the Transactions tab in the patient's chart. Reverse Refund enable users to reverse refunds from the Transactions tab in the patient's chart. Reversing Adjustments When the Insurance has Changed Reversing Adjustments when Voiding a Charge Retroactively Correct
Help Guide for NextGen® Enterprise PM 8
Applying Credits
Working with credits, handling accounts receivables, the ability to properly account for all outstanding balances, entering monies received, appropriate adjusting and or transferring of monies can be one of the more challenging functions of your practice. Understanding how NextGen® Enterprise PM handles unapplied credits that are not associated to charges, that is, prepayment for surgery or co-pay paid in advance of the service being entered, is a component of A/R that is critical to reporting. In NextGen® Enterprise PM, you can accept and post money in advance of services being provided and apply the funds to either an account (person or employer) or an encounter. In addition, you can transfer funds from an encounter to an account as well as from an account to a line item on an encounter. In NextGen® Enterprise PM, you can define for your practice how unapplied credits and debits are tracked and reported. You can define these transactions as either adjustments or payments. Before you
Help Guide for NextGen® Enterprise PM 8
Encounter Rate Billing in NextGen® Enterprise PM
This section provides information about specific functionality in NextGen® Enterprise PM related to encounter rate billing. Encounter Rate Billing Status Encounter Rate SIM Codes Encounter Rate SIM Narrative for Claims Reverse Encounter Rate Adjustments Parent topic: Encounter Rate Billing
Help Guide for NextGen® Enterprise PM 8
Balancing Payments Received and Deposits
To balance payments received and/or bank deposits for the day, run the Daily Payments report. To assist you with your daily balancing, the application provides two variations of the Daily Payments report: Daily Payments (by Line Item) Daily Payments (by Encounter) Daily Payments Daily Adjustments The Daily Adjustments report displays the balance adjustmentsfor the day. Daily Refunds The Daily Refunds report displays balance refunds for the day. Enhanced Reports in NextGen Enterprise PM Parent topic: Daily Balancing for the Back Office
System Administrator Help
Transactions Module
Subgroup Used in Description Balance Control NextGen® Enterprise PM Enables users to access to the Balance Control window to move a balance for an encounter from one party (insurance/guarantor) to another. Batches NextGen® Enterprise PM Enables users to create and modify transaction batches for entering payments, adjustments, and refunds. Enterprise Batch Groupings NextGen® Enterprise PM Enables users to create, modify, and delete batch groupings. For more information about enabling enterprise batch groupings, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Transaction Adjustments/ Refunds NextGen® Enterprise PM Enables users to add, modify, and delete adjustments and refunds within a transaction batch. Note: If you want users to be able to perform refund vendor matching, you must also set the Operations Transactions Vendor Matching security right to Yes. Transaction Payments NextGen® Enterprise PM Enables u
System Administrator Help
Transactions Operation
Subgroup Used in Description Access Secured Transaction Batches NextGen® Enterprise PM Enables users to access transaction batches (payments/adjustments) that are secured to other users. Batch Posting NextGen® Enterprise PM Enables users to balance and post transaction batches (payments/adjustments/refunds). Batch Process Date Override NextGen® Enterprise PM Enables users to override the current process date for posting transactions. If done on the batch header, all transactions associated with that batch will have the specified process date. Credit Card Credit NextGen® Enterprise PM Enables users to reverse the credit card transactions posted against the charge. Credit Card Payment NextGen® Enterprise PM Enables users to post credit card transactions. Reset Blown Batch NextGen® Enterprise PM Enables users to reset a "blown" transaction batch (payments/adjustments/refunds). Reverse Adjustment NextGen® Enterprise PM Enables users to reverse adjustments from the Transactions tab in the p
