Enter an Encounter Payment
- On the main toolbar, select Posting
.
The Batch Posting window opens. - Double-click the batch header record.
The Payment Entry window opens.
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Help Guide for NextGen® Enterprise PM 8
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. In Src/Acct, select Invoice. In Invoice, select . The Account List window appears. Account List window To search for an invoice, enter the search criteria data, and then select Find. Invoices that match the search criteria appear in the Account List section of the Account List window. Double-click an invoice. The invoice charges appear in the Payment Entry window. In Pay Amt, enter the payment amount. Account Payment displays in Pay Code. In Adj Amt, enter an adjustment amount. Account Adjustment appears in Adjustment Code. Select Recalc, and then select Save. The balance due is recalculated, and saved. Parent topic: Posting Encounter and Account Level PaymentsEnter an Invoice Payment
Help Guide for NextGen® Enterprise PM 8
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. In Source/Acct, select Account. In Account, enter the first few letters of the account name or select Account Lookup . Account records matching the search criteria appear in the Account list. Note: A status indicator for the data retrieval appears for an account with more than 100 line items. Large Account mode activates when more than 1000 items are retrieved and displayed. For more information on the number of line items displayed in the Large Account mode or modifying the number of line-items, contact NextGen Healthcare Support. Double-click the desired account. In Pay Amt, enter the payment amount. NextGen Healthcare displays Account Payment as the pay code. If necessary, enter an adjustment amount in the Adj Amt field. NextGen Healthcare displays Account Adjustment for the adjustment code. Select Recalc, and then sEnter a Transaction for an Account
Help Guide for NextGen® Enterprise PM 8
You can print on-demand encounter and account level receipts from the following windows after a payment is entered and saved: Payment Entry Account Summary Enter an Encounter Payment Enter a Transaction for an Account You can use the Payment Entry window to enter transactions details for an account. Enter an Invoice Payment You can enter an invoice payment in to the system using the Payment Entry window. Receive a Secondary Payer Payment before the Primary Payer You can use the Use Settled up status option for posting the payment to a secondary payer. Parent topic: Posting TransactionsPosting Encounter and Account Level Payments
Help Guide for NextGen® Enterprise PM 8
You can select different payment source types for posting budget payments in Budget Accounts under Practice Preferences. NextGen® Enterprise PM recommends Accounts and Encounter source types as options on the Payment Entry windows. This enables you to apply patient payments to a budget regardless of selected source/Accnt and avoid any budget payment errors. 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. In Source/Accnt list, select Budget. A budget payment is posted incorrectly if you select the default value of Encounter for Source/Accnt. The Payment Entry window refreshes with new fields. Enter the account name in Account or select Find Account Search Account Button. Accounts that match the search criteria appear in the Account list. Select the desired account. The Payment Entry window displays accounts detail and summary information for the account. In Paycode, sPost a Budget Payment
Help Guide for NextGen® Enterprise PM 8
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 BarOpen the Patient Information Bar in Payment Entry
Help Guide for NextGen® Enterprise PM 8
Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Select the batch, and then right-click the selected batch and select Open. The Payment Entry window opens. In the Source field, select Encounter. Open the desired Patient and then open a bad debt Encounter. In the Payer field, select Patient. Enter tracking information in the Tracking field, if needed. Add any additional notes or comments in the Transaction Notes field, if needed. Enter the payment amount in the Pay Amt field, and then select the appropriate bad debt Pay Code. Enter the adjustment amount in the Adj Amt field, and then select the appropriate bad debt Adj Code. The payment and adjustment amounts are automatically allocated to line items with a patient balance. Select Recalc. To save the transaction, select Save. Parent topic: Posting Transactions on Bad Debt Encounters