Credits and Refunds

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

Refunds by Transaction Report

The Refunds by Transaction report displays all refunds associated with each listed transaction with a specified time frame. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Transaction > Refunds. From the Report Filter window, select the Info button to view the following information about the report: Logic Filtering Info Common Uses Balances to the Following Reports Refunds by Transaction Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Refunds

Help Guide for NextGen® Enterprise PM 8

Reversing Payments, Adjustments, and Refunds

Before you can reverse payments, adjustments, or refunds, you must have the following rights assigned 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. You can access the Reverse Automatic Adjustments window by selecting 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. Different Scenarios for Reversing Adjustments You can manage and reverse the adjustments from NextGen® Enterprise

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

Daily Refunds

To balance refunds for the day, run a Daily Refunds report. Three variations of the report are available: Daily by Line Item Refunds Daily by Transaction Refunds Daily by Encounter Refunds Refunds by Line Item Report You can generate the Refunds by Line Item report in NextGen® Enterprise PM. Refunds by Transaction Report You can generate the Refunds by Transaction report in NextGen® Enterprise PM. Refunds by Encounter Report You can generate the Refunds by Encounter report in NextGen® Enterprise PM. Parent topic: Daily Reports

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

Credits and Refunds

Recommendations

Reversing Payments, Adjustments, and Refunds

Refunds by Transaction Report

Reversing Payments, Adjustments, and Refunds

Applying Credits

Daily Refunds

Encounter Rate Billing in NextGen® Enterprise PM

Credits and Refunds

Reversing Payments, Adjustments, and Refunds

Refunds by Transaction Report

Reversing Payments, Adjustments, and Refunds

Applying Credits

Daily Refunds

Encounter Rate Billing in NextGen® Enterprise PM