Delete a Transaction Batch

Help Guide for NextGen® Enterprise PM 8

Post and Review Transactions in the Batch Header

You can post a batch after all the transactions are added and the batch header record is balanced. In NextGen Healthcare posting a transaction permanently records the transaction which cannot be modified or deleted. You must use a correcting transaction to reverse any transaction posted in error. Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. In the Batch Posting window, select the batch header to post. Select open menu , and select Post. A message appears asking you for a confirmation to post the batch, and its associated transactions. Select OK. The Batch Listing report preview opens, and a message appears confirming successful posting of the batch. Select OK. To review all of the transactions in the batch, select Print Report icon on the Batch Listing report menu. A message appears stating the printing of the report is in progress. Note: You will not be able to print the Batch Listing report after the posting process

Help Guide for NextGen® Enterprise PM 8

Create an Enterprise Batch Grouping

You can create transaction batch grouping using Enterprise Batch Grouping feature in NextGen® Enterprise PM. streamline transaction entry and batch balancing by using enterprise batch grouping. Enterprise batch groups are comprised of transaction batches from multiple practices within an enterprise. They enable users to enter, balance, and post transactions from multiple practices. In the Batch Posting window, you can create a batch grouping by selecting which practices the application creates transaction batches for. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select open menu icon, select New, and then select Enterprise Batch Grouping. The Enterprise Batch Grouping Maintenance window opens. Enter the enterprise batch grouping description, and the date fields. In the Practice section, select the practices to include in the batch grouping. To subgroup the transactions into an appropriate category, select the value from Transaction

Help Guide for NextGen® Enterprise PM 8

Print Batches

You can print the batch record to view a list of recorded transactions. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. In the Existing Batches section, select the header batch that you want to print. Select open menu , and then select Print > Batch Listing. The Batch Listing report preview appears. Note: You can also delete the selected batch. However, you cannot delete the Transaction Approval Hold (TRAH) batches if there are transactions in the batch. You can delete the TRAH batches only when the date is the current date.

Patient Experience Help

Print Batches

You can print the batch record to view a list of recorded transactions. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. In the Existing Batches section, select the header batch that you want to print. Select open menu , and then select Print > Batch Listing. The Batch Listing report preview appears. Note: You can also delete the selected batch. However, you cannot delete the Transaction Approval Hold (TRAH) batches if there are transactions in the batch. You can delete the TRAH batches only when the date is the current date.

Patient Experience Help

Delete Transactions from a CPT4 Code

You can remove a transaction from the Payment Entry window if it is saved, and before the batch is posted. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. Enter the encounter number in Enc/Clm#. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. In the Payment Entry ledger, right-click the transaction and then select Delete. A confirmation message appears asking you for the deletion of the transaction.. Select OK. The transaction is deleted from the Payment Entry Window. Select Save. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Delete Transactions from a CPT4 Code

You can remove a transaction from the Payment Entry window if it is saved, and before the batch is posted. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. Enter the encounter number in Enc/Clm#. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. In the Payment Entry ledger, right-click the transaction and then select Delete. A confirmation message appears asking you for the deletion of the transaction.. Select OK. The transaction is deleted from the Payment Entry Window. Select Save. Parent topic: Posting Transactions Overview

Delete a Transaction Batch

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Post and Review Transactions in the Batch Header

Create an Enterprise Batch Grouping

Print Batches

Print Batches

Delete Transactions from a CPT4 Code

Delete Transactions from a CPT4 Code

Delete a Transaction Batch

Post and Review Transactions in the Batch Header

Create an Enterprise Batch Grouping

Print Batches

Print Batches

Delete Transactions from a CPT4 Code

Delete Transactions from a CPT4 Code