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.
Pay Amt	Displays the amount the patient agrees to pay in the Estimated Cost section of the Estimate Patient Cost window.
Pay Code	Displays the default Pre-Services Payment or Pre-Service Bad Debt transaction code from Practice Preferences. The pay code list contains all the available transaction codes. You can choose a different transaction code from the pay code list.

Help Guide for NextGen® Enterprise PM 8

Make Pre-Services Payment

Before you begin To make a Pre-Service payment, ensure that the person or patient has an encounter and/or an account or chart for the encounter. In the Estimated Cost section on the Estimate Patient Cost window, select an option from Patient Agrees to Pay. Min Amt: Displays the minimum amount a patient can pay. Total Pat Est Amt: Displays the total estimated amount a patient can pay. Other Amt: Allows you to enter an amount that the patient can pay other than the minimum or the total estimated amount. Select Make Payment. If an active batch is set, the Payment Entry window opens. If an active batch is not set, a message prompts you to set an active batch. To set an active batch, select Yes on the message. The Batch Posting window opens displaying a list of batches. You can select an existing batch or create a new batch for the current login session. Close the Batch Posting window. The transactions (payments, adjustments, and refunds) posted during the current login session use the sele

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

File Maintenance Help for NextGen® Enterprise 8

Patient Pay Practice Preferences Descriptions

The following table describes the fields on the Patient Pay Practice Preferences window. Patient Pay Import Description Default Transaction Code You can select the default transaction code to be used during Patient Pay Import. Do not post to encounters in a bad debt status You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters in the Bad Debt status. If all encounters of a patient are in the Bad Debt status, the payment is treated as an account unapplied payment. Do not post to accounts on a budget You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters that are included on a budget plan for an account. Include tracking description in Import Posting Report You can select this option to do the following: Append a tracking description to transactions during Patient Pay Import. The tracking description includes credit card information when present in the

Help Guide for NextGen® Enterprise PM 8

Patient Pay Practice Preferences Descriptions

The following table describes the fields on the Patient Pay Practice Preferences window. Patient Pay Import Description Default Transaction Code You can select the default transaction code to be used during Patient Pay Import. Do not post to encounters in a bad debt status You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters in the Bad Debt status. If all encounters of a patient are in the Bad Debt status, the payment is treated as an account unapplied payment. Do not post to accounts on a budget You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters that are included on a budget plan for an account. Include tracking description in Import Posting Report You can select this option to do the following: Append a tracking description to transactions during Patient Pay Import. The tracking description includes credit card information when present in the

Help Guide for NextGen® Enterprise PM 8

Estimate Patient Cost Fields

The following table describe the fields that display patient and guarantor demographic information, list of payers, provider, location, and service type for estimating patient cost on the Estimate Patient Cost window. Field Description Enables you to select a person or patient record. If you have not selected a person or patient record, a search window opens where you can select the patient or person. If you have already selected a patient or person record, the Modify Patient Information window opens. Opens the account, patient chart, or patient balance based on your selection. The menu displays the following options: Account: Opens the patient's account profile. If the selected patient does not have an account, the demographic information opens where you can create the account profile for the selected patient or person. Chart: Opens the chart of the selected patient. If the person does not have a chart, the demographic information opens and you can create a chart for the person. Patie

File Maintenance Help for NextGen® Enterprise 8

Tran Codes Practice Preferences Descriptions

The following table describes the fields in Tran Codes practice preferences. Default Transaction Codes Field Description Patient Cash Do one of the following: Select a transaction code to default to the Pay Code field on the Payment Entry window when users enter encounter-level patient payments. Leave this field blank to require users to select the appropriate code during payment entry. Note: The code must be setup in the Transaction Codes master file as follows: Type = Payment; Source = Patient; Sign Type = Negative. Patient Adjustment Payment Entry Account Cash Do one of the following: Select a transaction code to default to the Pay Code field on the Payment Entry window when users enter account-level patient payments. Leave this field blank to require users to select the appropriate code during payment entry. Note: The code must be setup in the Transaction Codes master file as follows: Type = Payment; Source = Patient; Sign Type = Negative. Account Adjustment Do one of the following

Payment Entry Fields

Recommendations

Make Pre-Services Payment

Components of the Payment Entry Window

Patient Pay Practice Preferences Descriptions

Patient Pay Practice Preferences Descriptions

Estimate Patient Cost Fields

Tran Codes Practice Preferences Descriptions

Make Pre-Services Payment

Components of the Payment Entry Window

Patient Pay Practice Preferences Descriptions

Patient Pay Practice Preferences Descriptions

Estimate Patient Cost Fields

Tran Codes Practice Preferences Descriptions