Payments by Line Item Report

Help Guide for NextGen® Enterprise PM 8

Payments by Encounter Report

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. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen Enterprise PM. 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 spr

Help Guide for NextGen® Enterprise PM 8

Payments by Transaction Report

The Payments by Transaction report displays all transactions that have payments made to them. The report is sorted by billing date. Totals are for payment amount for each listed date. Once the payments are entered into a batch, a system generated “Batch Listing” report is run to balance the payments in that batch to the total amount of cash, checks, and credit card receipts. This report can be used to balance those batch totals to the amount of the daily deposit. To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily, then select By Transaction and then select Payments. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen Enterprise PM. 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 transaction. For example, if an encounter has three charges and a transaction is spread agai

Help Guide for NextGen® Enterprise PM 8

Service Item Summary - Extended Amount and Transactions Report

This charge-based report retrieves all charges that fall into a selected date range. It then brings over all (or date-specified) transactions attached to those charges such as adjustments, payments, and refunds. It is sorted by practice, location name, and service item. To access the report in NextGen® Enterprise PM, select the Reports menu and select Monthly, then select Service Item Summary, and then select Extended Amount and Transactions. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM. From the Report Filter window, select the Info button to view the following information about the report: Logic: All charges and transactions are tracked to the primary payer on the encounter. All transactions are tracked back to the original charge: If only a charge date range is entered; all charges within the specified date range are displayed and all transactions associated to those charges, regardless

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Encounter Report

The Aging Analysis by Encounter report is an encounter-based report that shows the total outstanding balance for each encounter by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the encounter status over time is not stored. Therefore, if using the Process Date filter, select all encounter statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Enc Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Enc Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in Next

Help Guide for NextGen® Enterprise PM 8

Service Item Summary - Transaction Source Report

This charge-based report is similar to the report described above, except that it shows a transaction source. It is sorted by practice, location name, and service item. Totals are for adjustment amount, pay amount, and refund amount, with a subtotal for each location, subtotal for each practice and grand total of all practices. To access the report in NextGen® Enterprise PM, select the Reports menu and select Monthly, then select Service Item Summary, and then select Transaction Source. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM. Service Item Summary - Transaction Source Report Columns You can choose the columns that you want to appear on the Service Item Summary - Transaction Source report. Column Filters in Service Item Summary - Transaction Source Report Parent topic: Monthly Reports

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Line Item Report

The Aging Analysis by Line Item report is a line item-based report that shows the total outstanding balance for each charge by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the charge status over time is not stored. Therefore, if using the Process Date filter, select all charge statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Charge Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Charge Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in NextGen®

Payments by Line Item Report

Recommendations

Payments by Encounter Report

Payments by Transaction Report

Service Item Summary - Extended Amount and Transactions Report

Aging Analysis by Encounter Report

Service Item Summary - Transaction Source Report

Aging Analysis by Line Item Report

Payments by Encounter Report

Payments by Transaction Report

Service Item Summary - Extended Amount and Transactions Report

Aging Analysis by Encounter Report

Service Item Summary - Transaction Source Report

Aging Analysis by Line Item Report

Payments by Line Item Report