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.
- Open NextGen® Enterprise PM.
- On the main toolbar, select Posting
.
The Batch Posting window opens.
- Double-click the batch header record.
The Payment Entry window opens.
- 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.
- Enter the account name in Account or select Find Account
.
Accounts that match the search criteria appear in the Account list.
- Select the desired account.
The Payment Entry window displays accounts detail and summary information for the account.
- In Paycode, select the desired code from the list.
A
appears next to all budget payments.
- In Pay Amt, enter a payment that matches the summary total for the budget.
- In Adj Amt, enter the adjustment if any.
- Select Save.
The selected budget payment is posted.
