Deleting an Unapplied Payment/Credit

Help Guide for NextGen® Enterprise PM 8

Transfer an Unapplied Encounter Credit to an Account

If you created an unapplied credit for the encounter, but meant to create it for the account, you can transfer the credit. The adjustment transaction codes create automatically when moving an unapplied encounter credit to an account. For each debit adjustment, there is an offsetting credit adjustment. From the main toolbar, select the Posting icon. The Batch Posting window opens. Double-click the batch you want to post. The Payment Entry window opens. To transfer an encounter credit, do the following: In the Patient/MRN field, select the applicable patient. In the Enc/Clm# field, select or enter the claim/encounter number. Select the Xfer Credit button. The application automatically creates the adjustment. The transaction, Transfer Credit To Account, appears in the Pay Code field. This transaction is now a debit amount. Select the blue arrow icon pointing to the right on the Payment Entry toolbar. The Payment Entry window opens. The Pay Code field displays Received Credit On Account. T

Help Guide for NextGen® Enterprise PM 8

Create a Credit Balance with an Unapplied Account Credit

If an unapplied credit is never associated directly to a charge, you can apply an unapplied credit as an adjustment or a payment. Create a transaction item for the encounter. Select the Use Account Credit check box. The Payer field displays Patient and creates an adjustment of $50 with the adjustment code of Applied Account Credit. Note: After you select the Use Account Credit check box, the Adj Code field automatically displays a system-generated transaction code. You cannot change the code. This prevents balancing problems by generating a transaction code to offset the original transaction code. The application creates another transaction of negative $50 with the transaction code Applied Account Debit and tracking description of Debit to Account for Usage of a Credit Balance. The code appears from the selections made on the Transactions tab of the Practice Preferences window. To change, edit, add, or delete transaction codes, contact your system administrator. To view the transaction

Help Guide for NextGen® Enterprise PM 8

Applying Encounter Unapplied Credits in a Batch

You can create an unapplied encounter credit when the amount in the Payment field is greater than the amount in the transaction detail for a patient-pay transaction. You can process an encounter unapplied credit in a batch on the Unapplied Encounter Credits window. You can limit the number of encounters to process in the batch by selecting Unapplied credit encounter limit in the Transactions tab on the Practice Preferences window. The default numeric value is 100. You can select any numeric value from 1 to 1000. Note: When the number of encounters in the Unapplied Encounter Credits window equals the process limit, a message appears indicating that the query is truncated based on your unapplied credit encounter limit set in the practice preferences. You can run the process again for additional transactions in a separate batch. You can also configure the BBP process to post balanced batches. If you select Post BBP before selecting Process in the Unapplied Encounter Credits window, it cre

Help Guide for NextGen® Enterprise PM 8

Use a Co-payment as an Unapplied Encounter Credit

An unapplied credit is never associated directly to a charge. The unapplied credit can be applied to an adjustment or a payment. Create an encounter and in the Payment Entry window, enter a co-pay amount of $10.00. Apply the payment to the encounter. Enter the charges for the encounter. Select the Use Encounter Credit check box. The application creates an adjustment of $10 with the adjustment code of Applied Encounter/Invoice Credit. Note: After you select the Use Encounter Credit check box, the Adj Code field automatically displays a system-generated transaction code and it cannot be changed. This prevents balancing problems because the transaction code offsets the original transaction code. The application creates another transaction of negative $10 with a transaction code of Applied Encounter/Invoice Debit and a tracking description of Debit to Encounter for Usage of a Credit Balance. The adjustment code populates from the codes selected on the Transactions tab of the Practice Prefe

Help Guide for NextGen® Enterprise PM 8

Creating an Unapplied Credit Amount

An unapplied credit/amount is created when the amount in the Payment field is greater than what has been applied in the transaction detail for a patient-pay transaction. You can create an unapplied credit/amount at the encounter level or account level. Create an Unapplied Credit Amount Applying Encounter Unapplied Credits in a Batch You can process unapplied encounter credits in a batch on the Unapplied Encounter Credits window. Create an Unapplied Credit Amount at the Account Level Use a Co-payment as an Unapplied Encounter Credit Create a Credit Balance with an Unapplied Account Credit Deleting an Unapplied Payment/Credit Transfer an Unapplied Encounter Credit to an Account Parent topic: Applying Credits

Help Guide for NextGen® Enterprise PM 8

Apply an Encounter Unapplied Credit during Charge Posting

Before applying an encounter-level unapplied credit during charge posting, you must set an active batch. You can enter the offsetting system adjustment transactions in the active batch. You can view the transactions in the Transaction Ledger window. Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Right-click the selected batch, and then select Open. The Payment Entry window opens. Enter a patient payment on the encounter, and then select Save. Select Encounter. An encounter-level unapplied credit is created, and you can view the patient payment in the Transaction Ledger. Open the Charge Posting window during check-out for the same encounter. A message appears stating that Unapplied Payments: Encounter [n] has a [$n.nn] credit available. Close the message. Enter the first charge on the encounter and then select Next or Save. A confirmation message appears to utilize the [$-n.nn] encounter credit on the charge. To apply the unapplied credit to the first charg

Deleting an Unapplied Payment/Credit

Recommendations

Transfer an Unapplied Encounter Credit to an Account

Create a Credit Balance with an Unapplied Account Credit

Applying Encounter Unapplied Credits in a Batch

Use a Co-payment as an Unapplied Encounter Credit

Creating an Unapplied Credit Amount

Apply an Encounter Unapplied Credit during Charge Posting

Transfer an Unapplied Encounter Credit to an Account

Create a Credit Balance with an Unapplied Account Credit

Applying Encounter Unapplied Credits in a Batch

Use a Co-payment as an Unapplied Encounter Credit

Creating an Unapplied Credit Amount

Apply an Encounter Unapplied Credit during Charge Posting