Refunds by Encounter Report
The Refunds by Encounter report identifies the primary payer of the encounter as the payer for the transaction.
To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily, then select By Encounter, and then select Refunds.
From the Report Filter window, select the Info button to view the following information about the report:
Logic:
- The report will return one line for each line item posted within the transaction. For example, if an encounter has three charges and a transaction is spread against all three charges, this report will return three lines, one for each line item.
- Transactions are reported against the Primary Payer/Financial class of the Payer on the Encounter.
Filtering Info:
- Post Date is hard-coded and stamped by the system when the transaction batch is posted.
- Process Date is derived from the Batch Header when the batch is created. If this is left blank, the system will populate the process date with the posting date.
- Trans Transaction Date can be set at the Batch Header or overridden in transaction entry by the user.
Common Uses:
- End user productivity.
- Reviewing payments by specific payers.
Balances to the Following Reports:
- Respective amounts on the Daily Activity report when run with the same filters.
- Respective amounts on the Monthly Changes in A/R report if run by Process Date filter.