Loading...
Recommendations
Explore
Post a Transaction on a Bad Debt Encounter
Open
NextGen® Enterprise PM
.
Select
Posting
.
The
Batch Posting
window opens.
Select the batch, and then right-click the selected batch and select
Open
.
The
Payment Entry
window opens.
In the
Source
field, select
Encounter
.
Open the desired
Patient
and then open a bad debt
Encounter
.
In the
Payer
field, select
Patient
.
Enter tracking information in the
Tracking
field, if needed.
Add any additional notes or comments in the
Transaction Notes
field, if needed.
Enter the payment amount in the
Pay Amt
field, and then select the appropriate bad debt
Pay Code
.
Enter the adjustment amount in the
Adj Amt
field, and then select the appropriate bad debt
Adj Code
.
The payment and adjustment amounts are automatically allocated to line items with a patient balance.
Select
Recalc
.
To save the transaction, select
Save
.
Post a Transaction on a Bad Debt Encounter
Help Guide for NextGen® Enterprise PM 8
Post a Transaction on a Bad Debt Encounter
Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Select the batch, and then right-click the selected batch and select Open. The Payment Entry window opens. In the Source field, select Encounter. Open the desired Patient and then open a bad debt Encounter. In the Payer field, select Patient. Enter tracking information in the Tracking field, if needed. Add any additional notes or comments in the Transaction Notes field, if needed. Enter the payment amount in the Pay Amt field, and then select the appropriate bad debt Pay Code. Enter the adjustment amount in the Adj Amt field, and then select the appropriate bad debt Adj Code. The payment and adjustment amounts are automatically allocated to line items with a patient balance. Select Recalc. To save the transaction, select Save. Parent topic: Posting Transactions on Bad Debt Encounters
Help Guide for NextGen® Enterprise PM 8
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. 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 Search Account Button. 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, s
Patient Experience Help
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. 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 Search Account Button. 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, s
Help Guide for NextGen® Enterprise PM 8
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. 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 Search Account Button. 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, s
Help Guide for NextGen® Enterprise PM 8
Post a Budget Payment
After a guarantor is set up with a budget plan, if you receive any budget payment, you must enter and post it to the appropriate budget encounters or the budget plan to credit it correctly and remain in a normal status. Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Double-click to open the desired transaction batch. The Payment Entry window opens. In the Source/Account field, select Budget. When you enter payments on a budget plan with Source = Budget are recognized by the system as a budget payment, and the budget plan is updated as Budget Payment Posted and it prevents a budget plan from becoming delinquent due to non-payment. Note: When you enter payments on a budget plan with Source = Account or Encounter are also recognized as a budget payment is determined by the Transaction Sources that Apply to Budget setting in Practice Preferences > Budget Accounts. In the Account field, select the desired account by Name or by Account Number. The Number field d
Help Guide for NextGen® Enterprise PM 8
Post a Budget Payment
After a guarantor is set up with a budget plan, if you receive any budget payment, you must enter and post it to the appropriate budget encounters or the budget plan to credit it correctly and remain in a normal status. Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Double-click to open the desired transaction batch. The Payment Entry window opens. In the Source/Account field, select Budget. When you enter payments on a budget plan with Source = Budget are recognized by the system as a budget payment, and the budget plan is updated as Budget Payment Posted and it prevents a budget plan from becoming delinquent due to non-payment. Note: When you enter payments on a budget plan with Source = Account or Encounter are also recognized as a budget payment is determined by the Transaction Sources that Apply to Budget setting in Practice Preferences > Budget Accounts. In the Account field, select the desired account by Name or by Account Number. The Number field d
