Post and Review Transactions in the Batch Header

You can post a batch after all the transactions are added and the batch header record is balanced. In NextGen Healthcare posting a transaction permanently records the transaction which cannot be modified or deleted. You must use a correcting transaction to reverse any transaction posted in error.

Open NextGen® Enterprise PM.
On the main toolbar, select Posting .
The Batch Posting window opens.
In the Batch Posting window, select the batch header to post.
Select open menu , and select Post.
A message appears asking you for a confirmation to post the batch, and its associated transactions.
Select OK.
The Batch Listing report preview opens, and a message appears confirming successful posting of the batch.
Select OK.
To review all of the transactions in the batch, select on the Batch Listing report menu.
A message appears stating the printing of the report is in progress.
Note: You will not be able to print the Batch Listing report after the posting process completes. To review the batch activity after the posting process is complete, you can run the System reports on the batch date.
Select Close Report .
The Batch Posting window opens. The posted batch is no longer visible, and cannot be retrieved.

Note: When you are posting a batch record, the header displays in red to other users. This indicates the batch is in use, and no new transactions can be posted. It also prevents other users from trying to post in the same batch. If your batch is interrupted while in progress, contact technical support. The support staff can help you reset the posting process so that it picks up where it was interrupted. This prevents running the complete posting process again.

Post and Review Transactions in the Batch Header

Recommendations

Balance the Batch Header Record

Print a Batch

Create an Enterprise Batch Grouping

Managing Batches

Create a Sub-Batch for a Batch Header

Transaction Posting Process

Balance the Batch Header Record

Print a Batch

Create an Enterprise Batch Grouping

Managing Batches

Create a Sub-Batch for a Batch Header

Transaction Posting Process