Receive a Secondary Payer Payment before the Primary Payer

Help Guide for NextGen® Enterprise PM 8

Enter a Transaction for an Account

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/Acct, select Account. In Account, enter the first few letters of the account name or select Account Lookup . Account records matching the search criteria appear in the Account list. Note: A status indicator for the data retrieval appears for an account with more than 100 line items. Large Account mode activates when more than 1000 items are retrieved and displayed. For more information on the number of line items displayed in the Large Account mode or modifying the number of line-items, contact NextGen Healthcare Support. Double-click the desired account. In Pay Amt, enter the payment amount. NextGen Healthcare displays Account Payment as the pay code. If necessary, enter an adjustment amount in the Adj Amt field. NextGen Healthcare displays Account Adjustment for the adjustment code. Select Recalc, and then s

Patient Experience Help

Receive a Secondary Payer Payment Before the Primary Payer

When the first payment on an account is from a secondary payer, NextGen® Enterprise PM processes the payment and verifies if the Use settled up status option is selected in the Transactions list on the Practice Preferences window. When the Use settled up status is selected, the remaining dollars are settled to the patient, and NextGen® Enterprise PM displays the following message after posting the payment to the secondary payer: Note: NextGen Healthcare recommends that you select the Use settled up status option. When the Use settled up status option is not selected and a secondary insurance payment is selected as the first payment on a patient's account, a negative balance is created in the Ins2 bucket and a default settlement status of None appears in the Payment Entry window. In the Payment Entry window, you can see the following: The primary insurance payment is entered after the secondary insurance payment is received and posted. A message appears to inform you that a secondary pa

Help Guide for NextGen® Enterprise PM 8

Receive a Secondary Payer Payment Before the Primary Payer

When the first payment on an account is from a secondary payer, NextGen® Enterprise PM processes the payment and verifies if the Use settled up status option is selected in the Transactions list on the Practice Preferences window. When the Use settled up status is selected, the remaining dollars are settled to the patient, and NextGen® Enterprise PM displays the following message after posting the payment to the secondary payer: Message After Posting the Payment to the Secondary Payer Note: NextGen Healthcare recommends that you select the Use settled up status option. When the Use settled up status option is not selected and a secondary insurance payment is selected as the first payment on a patient's account, a negative balance is created in the Ins2 bucket and a default settlement status of None appears in the Payment Entry window. In the Payment Entry window, you can see the following: The primary insurance payment is entered after the secondary insurance payment is received and po

Help Guide for NextGen® Enterprise PM 8

Setting Up Practice Preferences for ERA

You can configure the following ERA settings in Practice Preferences. Go to Practice Preferences, then Libraries and select Remittance Profile Library to set the default library to be used for all ERA payers that do not have a specific library linked in the practice. Go to Practice Preferences, then Transactions and select Default Reason Code Library to set the default library to be used for all payers (ERA and non-ERA) in the practice, that do not have a specific library linked. Note: NextGen Healthcare recommends the use of the HIPAA X12 Standard Reason Codes library as the default for a practice for all payers. Use settled up status with ERA. You can select this check box to default the Settled moved to Primary transaction status onto ERA payment or adjustment transactions received from the secondary payer before the primary payer. When a secondary transaction is received before primary, a credit balance is normally created in the secondary payer (Ins2 Amt) bucket in Balance Control

Help Guide for NextGen® Enterprise PM 8

Setting Up Practice Preferences for ERA

You can configure the following ERA settings in Practice Preferences. Go to Practice Preferences, then Libraries and select Remittance Profile Library to set the default library to be used for all ERA payers that do not have a specific library linked in the practice. Go to Practice Preferences, then Transactions and select Default Reason Code Library to set the default library to be used for all payers (ERA and non-ERA) in the practice, that do not have a specific library linked. Note: NextGen Healthcare recommends the use of the HIPAA X12 Standard Reason Codes library as the default for a practice for all payers. Use settled up status with ERA. You can select this check box to default the Settled moved to Primary transaction status onto ERA payment or adjustment transactions received from the secondary payer before the primary payer. When a secondary transaction is received before primary, a credit balance is normally created in the secondary payer (Ins2 Amt) bucket in Balance Control

Patient Experience Help

Posting Transactions Overview

In NextGen® Enterprise PM, a payment is considered posted only if has gone through the posting process. You can add or modify payments for an encounter only until it is posted. The posting process is a way of telling the application that everything has been done correctly and is ready to be committed to the system. Payment posting could be manual in paper format as Explanation of Benefits (EOB) or electronically as Electronic Remittance Advice (ERA). In NextGen® Enterprise PM, there are two sources for transactions, patients or payers. Payments may come from primary, secondary or tertiary payers. Transaction Posting Process You can create a batch to enter relevant information for payments and posting the payments. Select an Active Batch You can use the Batch Posting widow to set a batch as an active batch. Add a Transaction to a Batch You can use the transactions to an active batch using the Batch Posting window. Components of the Payment Entry Window You have to enter the payment info

Receive a Secondary Payer Payment before the Primary Payer

Recommendations

Enter a Transaction for an Account

Receive a Secondary Payer Payment Before the Primary Payer

Receive a Secondary Payer Payment Before the Primary Payer

Setting Up Practice Preferences for ERA

Setting Up Practice Preferences for ERA

Posting Transactions Overview

Receive a Secondary Payer Payment before the Primary Payer

Enter a Transaction for an Account

Receive a Secondary Payer Payment Before the Primary Payer

Receive a Secondary Payer Payment Before the Primary Payer

Setting Up Practice Preferences for ERA

Setting Up Practice Preferences for ERA

Posting Transactions Overview