NextGen Knowledge Center

Recording Transactions to a Batch

You can create a batch for initiating the payment posting process for patient payments, insurance End Of Business(EOB), and invoices. NextGen® Enterprise PM requires you to create a transaction batch header for entering payments or transactions. You can use the Batch Maintenance window to add transactions to batches for:

  • Encounters
  • Accounts
  • Invoices
  • Budgets
  • Creating Batch Header Records You can create a batch header record to enter transactions in NextGen® Enterprise PM.
  • Set Up a Batch Header Record You can use the Batch Maintenance window to set up a batch header record to enter transactions.
  • Post a Budget Payment You can select the budget source type on the Payment entry window to enter a budget payment.
  • You can enter a patient deductible amount for every line-item on the payment entry window.
  • Spreading Payments You can use the Payment Entry window to spread payments across line items.
  • You can use the Payment Entry window to add additional payments, adjustments, or both to a CPT4 code.
  • Viewing Reconciled Transactions You can use the reconciled option on the Transaction ledger to indicate the payment collected matches with the Batch Listing report.
  • Unapplied amounts saved to an encounter or an account