NextGen Knowledge Center

Post a Budget Payment

You can select different payment source types for posting budget payments in Budget Accounts under Practice Preferences. NextGen® Enterprise PM recommends Accounts and Encounter source types as options on the Payment Entry windows. This enables you to apply patient payments to a budget regardless of selected source/Accnt and avoid any budget payment errors.
  1. Open NextGen® Enterprise PM.
  2. On the main toolbar, select Posting .
    The Batch Posting window opens.
  3. Double-click the batch header record.
    The Payment Entry window opens.
  4. In Source/Accnt list, select Budget.
    A budget payment is posted incorrectly if you select the default value of Encounter for Source/Accnt.
    The Payment Entry window refreshes with new fields.
  5. Enter the account name in Account or select Find Account Search Account Button.
    Accounts that match the search criteria appear in the Account list.
  6. Select the desired account.
    The Payment Entry window displays accounts detail and summary information for the account.
  7. In Paycode, select the desired code from the list.
    A appears next to all budget payments.
    Payment Budgets Entry

  8. In Pay Amt, enter a payment that matches the summary total for the budget.
  9. In Adj Amt, enter the adjustment if any.
  10. Select Save.
    The selected budget payment is posted.