Resubmit a Transaction for Approval

Help Guide for NextGen® Enterprise PM 8

Add a Transaction from the Patient Record

Before you begin Select the batch before adding transactions from the selected patient record. Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Icon. The Batch Posting window opens. Right-click the desired batch and select Set as Active Batch. A appears for the selected batch. Note: You can also select the batch by selecting Edit > Session Settings and then in the Active Batch field of the Session Settings window. Search and then select the patient record for the encounter from one of the following access paths: Tasks > Lookup > Appointments. Tasks > Lookup > Encounters. Tasks > Lookup > Charts. From the People Maintenance window, select Chart, and then select the Encounters tab. Right-click the patient or the encounter or appointment if an encounter is attached, and then select Add Transaction. The Payment Entry window opens. Enter the transaction details, and select Recalc. Select Save. The transaction is recorded to the active batch. Parent topic: Viewing Rec

Help Guide for NextGen® Enterprise PM 8

Viewing Reconciled Transactions

NextGen Healthcare offers the reconcile option on the Transaction ledger window for payment balancing. Reconciliation requires the subtotals of the payments received at a facility by adding the cash, checks, and credit card. The subtotals of cash, checks are credit card are compared with the subtotals in the Batch Listing report. If the subtotals of the batch listing report does not tally with the payments received, you must go through each item one by one to verify the payment received is actually entered into the system. You can indicate reconciled transactions in the Transaction Ledger window. A in the Reconciled column of the Transaction ledger window indicates the item has been reconciled. Note: The Reconciled column is for informational purpose only. Add or Remove Diagnosis Codes for an Encounter You can use the Diagnosis Selection window to add or remove diagnosis code from an encounter. Resubmit a Transaction for Approval You can resubmit a transaction for approval using the Ba

Help Guide for NextGen® Enterprise PM 8

Transaction Approval Tasks

Your practice can use the Transaction Approval feature to control when payments, adjustments and refunds get posted. When Transaction Approval is being used, users cannot post transactions that exceed a specified dollar amount without first obtaining an approval from a manager or supervisor. Approval of transactions is managed through Worklog tasks. Managers, or any person designated as an approver, can log in to NextGen® Enterprise PM and check the list of tasks awaiting their approval in the Worklog. Users awaiting approval can check the status of their assigned tasks in the Worklog to see if an approval has been granted. You can configure the system to send an email to a user when a transaction task awaiting approval has been granted (or denied) approval. During Payment Entry, transactions that meet the criteria that requires an approval (as indicated in the Task Types master file) auto-create a task. This task appears in the approval of the person (or persons) who are designated in

Help Guide for NextGen® Enterprise PM 8

Delete a Transaction Batch

You can delete one or more transaction batches from the Batch Posting window. You cannot delete the Transaction Approval Hold (TRAH) batches if there are transactions in the batch. You can delete the TRAH batches only when the date is the current date. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. In the Existing Batches section, select the batch to delete. Right-click, and select Delete. A message appears asking you for confirmation to delete the batch, and its associated transactions. Select OK. The selected batch, and its associated transactions are deleted. Parent topic: Managing Batches

Help Guide for NextGen® Enterprise PM 8

Run an Eligibility Batch Manually

This type of select-and-submit batch submission is a NextGen® Eligibility Verification Batch. (Long-time RTS users may know this as a pseudo-batch.) In NextGen® Enterprise PM, select Tasks > Lookup, > Appointments. The Appointment Lookup window opens depending on whether you are submitting the inquiry from an appointment. Enter the search criteria and select Find. Select the appointments for the patients that you want to include in your batch submission. You must select more than one appointment from the list for batch processing. Right-click a patient and select Eligibility Verification and then select Submit. The Eligibility Verification Batch Request window opens. Uncheck the Submit in Batch Mode to queue and process one at a time. You get your result in real time. The amount of time it takes to complete is based on the number of appointments. Note: If you leave the Submit in batch mode box checked, the inquiries are queued and sent to NextGen® Background Business Processor. The res

Help Guide for NextGen® Enterprise PM 8