NextGen Knowledge Center

Match Vendors to Refunds

Users with the Refund Vendor Matching security right can match vendors in an external system to payment refunds in the Payment Entry window.
  1. From the main toolbar, select the Posting icon.
    The Batch Posting window opens.

  2. Select the applicable batch header record and select the open menu icon to display the Payment Entry window.
  3. In the Adj Code field, select a refund code with a patient source.
  4. Do one of the following:
    • Select the Guarantor option.

      The application inserts the guarantor's information into the name and address fields.

    • Select the Patient option.

      The application inserts the patient's information into the name and address fields.

    • For non-third party person, select the Other option.

      The name and address fields remain blank and you can manually enter the data.

    • For third party, select a refund code with source type of third party.

  5. In the Refund section of the Payment Entry window, select the open menu icon.
    The Vendor Lookup window opens.

  6. Enter the search criteria for the vendor and select Find.
    A list of vendors that match the search criteria appear in the Vendor List section.
  7. To match a refund to a vendor, double-click the applicable vendor.
    The Refund section displays Vendor Matched! in red color.

  8. To store the refund address information in the patient’s insurance record, select the Update Patient Insurance check box.
  9. Complete the refund transaction in Payment Entry window and select Save.