Enable the Batch Info Field on the Charge Posting Window

Help Guide for NextGen® Enterprise PM 8

Adding Batch Info

You can add a charge-level Batch Info field to the Charge Posting window in NextGen® Enterprise PM. This field is used to enter a free-text batch name on each charge entered. The Daily Charges report is generated to include the charges with a specific batch name for balancing purposes. If you want to separate the charges you entered in the morning from the charges you entered in the afternoon. The batch name used in the morning is ABC nn/nn/nn AM where ABC is your initials, nn/nn/nn is the charge entry date, and AM indicates morning. The batch name used in the afternoon is ABC nn/nn/nn PM. You can run a Daily Charges report before lunch to balance your AM charges, and then run the report at the end of the day to balance your PM charges. While generating the report, ensure to include the Bt Info column on the Columns filter and Bt Info = Batch Name on Filter2. Note: A batch name must be entered in the Batch Info field on every charge. If desired, the batch name can be defined in Session

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in Charge Posting

Before you begin Practice and user preferences must be set in charge posting to enable the Patient Information Bar. Open NextGen® Enterprise PM. From the main toolbar, select Charges. The Charge Posting window opens displaying the Patient Information Bar. The Patient Information Bar does not display any information until a patient is selected. Patient information bar in charge posting Search for and select the patient and encounter to record charges. The information for the selected patient displays in the Patient Information Bar. Note: If you access the Charge Posting window from the Appointment Book or Encounters tab of the chart, the patient data automatically appears in the Patient Information Bar. For more information on charge posting, go to the NextGen Healthcare Success Community, and download the latest Billing and Collections User Guide forNextGen®Enterprise PM. Parent topic: Viewing the Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

Enable the Additional Provider Field on the Charge Posting Window

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. In the Preferences List, select Charge Entry and then select the Charges tab. Select the Addtl prov check box. Enter a name for the field to be added to the Charge Posting window. For example, Nurse Select one of the following: If the additional providers are set up in the Providers master file as rendering providers, select Practice renderings. If the additional providers are set up in the Providers master file as non-rendering providers, select All providers. Select OK. The Additional Provider field appears on the Charge Posting window. Example Parent topic: Adding Additional Provider

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in Payment Entry

Before you begin Practice and user preferences must be set to enable the Patient Information Bar in payment entry. You can open the Patient Information Bar in the Payment Entry window. Open NextGen® Enterprise PM. From the main toolbar, select Posting. The Batch Posting window opens. Select and then select New to create a batch or Open to open an existing batch. The Payment Entry window opens, displaying the Patient Information Bar. Note: The Patient Information Bar does not show any information until a patient is selected. Patient information bar payment entry Search for and select the patient whose payments you want to record. Information for the selected patient appears in the Patient Information Bar. For more information on payment entry, go to the NextGen Healthcare Success Community and download the latest Transactions User Guide forNextGen®Enterprise PM. Parent topic: Viewing the Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

View Charges from the Charge Posting Window

You can view existing charges of a patient from the Charge Posting window. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. In the charge ledger section at the bottom of the window, right-click to access the shortcut menu. Select Ledger Views. Select one of the following Ledger Views. All Patient Charges: shows all charges for every encounter and every payment/adjustment for each charge. The first column on the left displays the encounter number. The total reflects the sum of all charges and the listed payments or adjustments. All Encounter Charges: Shows all charges for the encounter you select and every payment/adjustment for each charge. You can select an encounter from the Encounter field or from the All Patient Charges. The total reflects the sum of all charges and the listed payments or adjustments. This is the default view. Today's Charges: Shows all the entered charges with a create date of today. The first

Help Guide for NextGen® Enterprise PM 8

Search for a Batch

You can search for a batch by date, dollar amount, description, or user. Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. Select Open Menu Open Menu button, and then select Batch Lookup. The Batch Lookup window opens. To search for a batch, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. The Batch Lookup window displays the batches that match the search criteria. Parent topic: Managing Batches

Enable the Batch Info Field on the Charge Posting Window

Recommendations

Adding Batch Info

Open the Patient Information Bar in Charge Posting

Enable the Additional Provider Field on the Charge Posting Window

Open the Patient Information Bar in Payment Entry

View Charges from the Charge Posting Window

Search for a Batch

Adding Batch Info

Open the Patient Information Bar in Charge Posting

Enable the Additional Provider Field on the Charge Posting Window

Open the Patient Information Bar in Payment Entry

View Charges from the Charge Posting Window

Search for a Batch