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Help Guide for NextGen® Enterprise PM 8

Payment Entry Fields

Field Name Description Cost Estimate ID Displays the unique ID assigned to an estimate. Note: This column appears only when you open the Payment Entry window through the Estimate Patient Cost window. Source/Acct Displays the source of the transaction. The source of a transaction can differ depending on where you open the Payment Entry window from. If you open the Payment Entry window through the encounter of a person or patient, the Source/Acct column displays the encounter as the source. If you open the Payment Entry window through the account of a person or patient, the Source/Acct column displays the account as the source. Patient/MRN Displays the name and medical record number of a person or patient. Enc/Clm# Displays the encounter or claim number information based on the source of the transaction. Payer Displays the party responsible for paying the amount. By default, the Payer field displays Patient when you open the Payment Entry window through the Estimate Patient Cost window.

Help Guide for NextGen® Enterprise PM 8

Components of the Unapplied Encounter Credits Window

The following table describes the fields on the Unapplied Encounter Credits window: Field Description Encounter Location Displays a multi-select list for locations. You can select more than one location. Encounter Rendering Displays a multi-select list for encounter renderings. You can select more than one encounter rendering. Include Transactions Displays a multi-select list for transaction codes. You can select more than one transaction code. Note: Transaction codes that are specified under the System Generated Transaction Codes section in the Tran Codes tab on the Practice Preferences window do not appear in the list. Bad debt payment codes do not appear in the list. Encounter Date Range Displays the current date as the default date. You can change the encounter date range, if needed. Information Icon Recommendation to use the start date. Process encounters where pat amt = unapplied amt Displays encounters with patient amounts that are equal to the unapplied amount. Process unapplie

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

Components of the Payment Entry Window

The following tables describes the fields on the Payment Entry window. Field Description Source/Acct The type of account. Patient/MRN The patient name or encounter information ,and charges from the patient's most recent encounter. Type the first few letters of the patient last name in this field or select the Flashlight icon to search for a patient. The window Enc/Clm# Displays the encounter to add the transactions. It differs from the most recent encounter. Resub # Add, modify, or delete the value. Use Account Credit Displays the option to apply an account credit to the payment transaction and populate the Acct Credit field. Use Encounter Credit Select this check box to apply an encounter credit to the payment transaction and populate the Enc Credit field. Payer The payer or alternate payer for which you are posting the transaction. Note: The Payer field also displays all the alternate payers associated with the payers. If a patient has insurance, then that insurance company and patie

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

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

Make Pre-Services Payment

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Recommendations

Payment Entry Fields

Components of the Unapplied Encounter Credits Window

Transfer an Unapplied Encounter Credit to an Account

Components of the Payment Entry Window

Use a Co-payment as an Unapplied Encounter Credit

Apply an Encounter Unapplied Credit during Charge Posting

Payment Entry Fields

Components of the Unapplied Encounter Credits Window

Transfer an Unapplied Encounter Credit to an Account

Components of the Payment Entry Window

Use a Co-payment as an Unapplied Encounter Credit

Apply an Encounter Unapplied Credit during Charge Posting