Generate a Remittance Profile Library Listing Report

Help Guide for NextGen® Enterprise PM 8

Set Up the Remittance Profile - Default Tab

To set up the Default tab in a Remittance Profile library, do the following: Open File Maintenance. Select Libraries and then select Remittance Profiles. The Remittance Profiles List window opens. Open the profile library. The Remittance Profile window opens. Select the Default tab. Select settings for default options. For more information, see Default Tab - Options and Settings. When you're done setting options, select OK to save changes and close the window. Default Settings in Remittance Profile You can define the parameters in the Remittance Profile Library Default tab settings that are used for processing the ERA 835 file. Parent topic: Set Up a Remittance Profile Library

Help Guide for NextGen® Enterprise PM 8

Set Up the Remittance Profile - Reversals and Corrections Tab

The Reversals and Corrections tab in the Remittance Profile library is used to set options for handling the following types of ERA transactions: Reversals and Corrections Writing Off Balances resulting from Overpayments or Underpayments To set up the Reversals and Corrections tab in a Remittance Profile library, do the following: Open File Maintenance. Select Libraries, and then select Remittance Profiles. The Remittance Profiles List window opens. Open the profile library. The Remittance Profile window opens. Select the Reversals and Corrections tab. Select settings for reversal and correction options. For more information, see Reversals and Corrections Tab - Options and Settings. When you're done setting options, select OK to save changes and close the window. Reversals and Corrections Tab - Options and Settings Parent topic: Set Up a Remittance Profile Library

Help Guide for NextGen® Enterprise PM 8

Set Up a Remittance Profile Library

The Remittance Profile Library defines various parameters and rules that are used when importing and processing ERA 835 files downloaded from payers into NextGen® Enterprise PM. The Default Remittance Profile library in File Maintenance is pre-installed in the application and includes a few recommended pre-set options. All remaining options are set based on your organizational preferences or in response to the payer’s ERA 835 file configuration. Practice Level vs. Payer Level Libraries A default Remittance Profile Library must be selected in Practice Preferences > Libraries. The default library is used for all ERA payers in the practice that do not have a specific library linked. A different Remittance Profile Library to be used for a specific payer/financial class can be linked on the Payer > Practice > Libraries sub-tab. This library overrides the default library in Practice Preferences for the payer/financial class. Any payers that do not have a Remittance Profile Library attached u

File Maintenance Help for NextGen® Enterprise 8

Attach a Remittance Profile Library to Payers

You can attach a remittance profile library to individual payers or to multiple payers based on financial class. To attach a remittance profile library to one payer: In the Payer master file > Practice tab > Libraries tab, select the library in the Remittance Profile Library field. To attach a remittance profile library to multiple payers: Open a Remittance Profile library, and then select Default to Payers. The Remittance Library Default window opens. Select a Financial Class to attach the library to payers within the selected financial class. Do one of the following: Select Default to All to attach the library to all payers within the selected financial class. All existing remittance profile libraries attached to the payers are overwritten. Select Default if Blank to attach the library to only those payers in the selected financial class that do not already have a library attached. Select Close. Parent topic: Remittance Profiles Library

File Maintenance Help for NextGen® Enterprise 8

Set Up the Remittance Profile - Reversals and Corrections Tab

The Reversals and Corrections tab in the Remittance Profile library is used to set options for handling the following types of ERA transactions: Reversals and Corrections Writing Off Balances resulting from Overpayments or Underpayments To set up the Reversals and Corrections tab in a Remittance Profile library, do the following: Open File Maintenance. Select Libraries, and then select Remittance Profiles. The Remittance Profiles List window opens. Open the profile library. The Remittance Profile window opens. Select the Reversals and Corrections tab. Select settings for reversal and correction options. For more information, see Reversals and Corrections Tab - Options and Settings. When you're done setting options, select OK to save changes and close the window. Reversals and Corrections Tab - Options and Settings Parent topic: Remittance Profiles Library

File Maintenance Help for NextGen® Enterprise 8

Generate Service Package Library Listing Report

To generate the Service Package Library Listing report, do the following: In File Maintenance, select Libraries and then select Service Package. The Service Package List window opens. From the list, select a library and then do one of the following: Select open menu and then select Print > Service Package Library Listing. Right-click the library and then select Print > Service Package Library Listing. The NextGen Report Filter: Service Package Library Listing window opens. From the Settings list, select the required columns, filters, and sorting options for the Service Package Library Listing report. To generate the report, select OK. The Service Package Library Listing report opens. For information on customizing header/footer, memorized reports, report options, and report toolbars, go toNextGen Healthcare Success Communityand download the latestReports User Guide for NextGen Enterprise PM. Service Package Library Listing Report Columns You can select the columns that must appear on t

Generate a Remittance Profile Library Listing Report

Recommendations

Set Up the Remittance Profile - Default Tab

Set Up the Remittance Profile - Reversals and Corrections Tab

Set Up a Remittance Profile Library

Attach a Remittance Profile Library to Payers

Set Up the Remittance Profile - Reversals and Corrections Tab

Generate Service Package Library Listing Report

Set Up the Remittance Profile - Default Tab

Set Up the Remittance Profile - Reversals and Corrections Tab

Set Up a Remittance Profile Library

Attach a Remittance Profile Library to Payers

Set Up the Remittance Profile - Reversals and Corrections Tab

Generate Service Package Library Listing Report