The Refunds by Transaction report displays all refunds associated with each listed transaction with a specified time frame.
To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily, then select By Transaction, 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 transaction. For example, if an encounter has three charges and a transaction is spread against all three charges, this report will return one line for the entire transaction.
- Transactions are reported against the Payer/Financial class of the Payer on the transaction.
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.
