Post Multiple Transactions

Help Guide for NextGen® Enterprise PM 8

Transactions Sub-Tab

You can add up to six separate payments/adjustments against a single line item charge during payment posting. The transaction codes for each of the six additional transaction types are set up at the Payer Master level. If additional transaction codes are set up for a payer, then additional columns will display on the Payment Entry window corresponding to the additional payment/adjustment transaction codes that are setup on the Transactions tab of the Add/Modify Payer Information window. The column headers display with the actual names of the transaction code types that are set up on the payer master. Set Up Default Payment/Adjustment Transaction Codes Parent topic: Practice Tab

File Maintenance Help for NextGen® Enterprise 8

Transactions Sub-Tab

You can add up to six separate payments/adjustments against a single line item charge during payment posting. The transaction codes for each of the six additional transaction types are set up at the Payer Master level. If additional transaction codes are set up for a payer, then additional columns will display on the Payment Entry window corresponding to the additional payment/adjustment transaction codes that are setup on the Transactions tab of the Add/Modify Payer Information window. The column headers display with the actual names of the transaction code types that are set up on the payer master. Set Up Default Payment/Adjustment Transaction Codes Parent topic: Practice Tab

File Maintenance Help for NextGen® Enterprise 8

Post a Payment to an Alternate Payer

When you post a payment for an encounter having multiple alternate payers associated with a payer, all the payers are listed in the Payer field. Note: You can apply a payment to the alternate payer even if the alternate payer was not billed during the billing process. In NextGen® Enterprise PM, selec the Posting icon. The Batch Posting window opens. Double-click an existing batch. The Payment Entry window opens. Select the applicable patient or encounter number. In the Payer field, select an alternate payer associated with a payer. Enter the payment amount and adjustment amount. Select the payment code and adjustment code. Note: If you have set up the default payment and default adjustment code in the Payers-Alt Payers master file for the alternate payer, then the payment code and adjustment code automatically appears when you enter the payment and adjustment amount. If you have not set up the default payment and default adjustment code in the Payers-Alt Payers master file, then the al

Help Guide for NextGen® Enterprise PM 8

Post a Payment to an Alternate Payer

When you post a payment for an encounter having multiple alternate payers associated with a payer, all the payers are listed in the Payer field. Note: You can apply a payment to the alternate payer even if the alternate payer was not billed during the billing process. In NextGen® Enterprise PM, selec the Posting icon. The Batch Posting window opens. Double-click an existing batch. The Payment Entry window opens. Select the applicable patient or encounter number. In the Payer field, select an alternate payer associated with a payer. Enter the payment amount and adjustment amount. Select the payment code and adjustment code. Note: If you have set up the default payment and default adjustment code in the Payers-Alt Payers master file for the alternate payer, then the payment code and adjustment code automatically appears when you enter the payment and adjustment amount. If you have not set up the default payment and default adjustment code in the Payers-Alt Payers master file, then the al

Help Guide for NextGen® Enterprise PM 8

Search for Transactions

You can search for transactions from the Transaction Ledger window. Access the Batch Posting window. Select the applicable batch, right-click and then select Ledger. In the Ledger Lookup window, right-click and select Ledger Lookup. The Ledger Lookup window opens. Do the following as applicable: Enter a source identification number. Select one of the following source type: Account Budget Encounter Invoice Enter a transaction date. Enter the total amount billed. Enter the allowed amount. Enter the payment amount for a transaction. Enter the adjustment or refund amount. Select one or more of the transaction codes that you want to include in your search criteria. Enter the tracking description. Enter the last name of the patient. Clear the Include Reconciled check box if you do not want to include reconciled transactions as part of your search criteria. Clear the Include UnPosted check box if you do not want to include unposted transactions as part of your search criteria. Select Find. Pa

Help Guide for NextGen® Enterprise PM 8

Apply Line Item Level Discounts by Dollar Amount

To apply charge discounts at the line item-level using a dollar amount, do the following: Open the Charge Posting window for the desired patient and encounter. Enter and save charges on the encounter as needed. To apply charge discounts, select the Discounts button on the charge posting toolbar. The Discounts window opens. In the Discount Adjustment Code field, select the adjustment transaction code to be used for the discount. The transaction codes available for selection are determined by the following: If the primary payer on the encounter is flagged as a Contracted Payer, then transaction codes designated as Discount with a Discount Application of Contracted Payers or <None> are listed. If the primary payer on the encounter is flagged as a Non-Contracted Payer, then transaction codes designated as Discount with a Discount Application of Non-Contracted Payers or <None> are listed. If there is no primary payer on the encounter, or self-pay, then transaction codes designated as Discou

Post Multiple Transactions

Recommendations

Transactions Sub-Tab

Transactions Sub-Tab

Post a Payment to an Alternate Payer

Post a Payment to an Alternate Payer

Search for Transactions

Apply Line Item Level Discounts by Dollar Amount

Transactions Sub-Tab

Transactions Sub-Tab

Post a Payment to an Alternate Payer

Post a Payment to an Alternate Payer

Search for Transactions

Apply Line Item Level Discounts by Dollar Amount