Enter an Invoice Payment
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.
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.
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Help Guide for NextGen® Enterprise PM 8
Enter a Transaction for an Account
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 s
Help Guide for NextGen® Enterprise PM 8
Enter an Encounter Payment
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. Payment Entry Window Enter the desired payment information. Select Save. Components of the Payment Entry Window You have to enter the payment information before posting a payment. Parent topic: Posting Encounter and Account Level Payments
Help Guide for NextGen® Enterprise PM 8
Posting Encounter and Account Level Payments
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 Transactions
Help Guide for NextGen® Enterprise PM 8
Post a Budget Payment
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, s
Help Guide for NextGen® Enterprise PM 8
Post a Transaction on a Bad Debt Encounter
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
Help Guide for NextGen® Enterprise PM 8
Post a Budget Payment
After a guarantor is set up with a budget plan, if you receive any budget payment, you must enter and post it to the appropriate budget encounters or the budget plan to credit it correctly and remain in a normal status. Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Double-click to open the desired transaction batch. The Payment Entry window opens. In the Source/Account field, select Budget. When you enter payments on a budget plan with Source = Budget are recognized by the system as a budget payment, and the budget plan is updated as Budget Payment Posted and it prevents a budget plan from becoming delinquent due to non-payment. Note: When you enter payments on a budget plan with Source = Account or Encounter are also recognized as a budget payment is determined by the Transaction Sources that Apply to Budget setting in Practice Preferences > Budget Accounts. In the Account field, select the desired account by Name or by Account Number. The Number field d
.
The Batch Posting window opens..
The Account List window appears.