The Payments by Encounter report shows payments that have taken place during a specific date range. The reports display transactions under the primary payer/financial class on the encounter. These are line-item based reports that show the breakdown of the total transaction amount as it was applied to each individual line item. If Reason Codes are included, the codes selected at the bottom (line item section) of the Payment Entry window appears.
To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily, then select By Encounter, and then select Payments.
From the Report Filter window, select the Info button to view the following information about the report:
Logic:
- The report will return one line for each line item posted within the transaction. For example, if an encounter has three charges and a transaction is spread against all three charges, this report will return three lines, one for each line item.
- Transactions are reported against the Primary Payer/Financial class of the Payer on the Encounter.
Filtering Info:
- Post Date is hard-coded and stamped by the system when the transaction batch is posted.
- Process Date is derived from the Batch Header when the batch is created. If this is left blank, the system will populate the process date with the posting date.
- Trans Transaction Date can be set at the Batch Header or overridden in transaction entry by the user.
Common Uses:
- End user productivity.
- Reviewing payments by specific payers.
Balances to the Following Reports:
- Respective amounts on the Daily Activity report when run with the same filters.
- Respective amounts on the Monthly Changes in A/R report if run by Process Date filter.
