Reversing Payments, Adjustments, and Refunds

Help Guide for NextGen® Enterprise PM 8

Retroactively Correct Automatic Adjustments

You can retroactively correct automatic adjustments when a contract is changed in a payer. Note: Encounters with third party payments are not eligible for automated reversal and replacement of automatic adjustments that have taken place. From the main menu, select File > Processes > Reverse Automatic Adjustments. The Reverse Automatic Adjustments window opens. In the Contracts field, select a contract and then in the Charge Dt From and To fields, enter a date range. Select Find. The application searches for applicable charges in encounters with the following criteria: Status of Unbilled, Billed, Rebilled, and/or History Primary payer is attached to selected contract Charge service Begin Date in defined date range The contract allowed amount for the charge is different from when the original auto adjustment was created Encounters that have not received any third party payments The results of the contract auto-adjustment search appear in the Encounter List section. To preview a report of

Help Guide for NextGen® Enterprise PM 8

Match Vendors to Refunds

Users with the Refund Vendor Matching security right can match vendors in an external system to payment refunds in the Payment Entry window. Note: You can perform vendor matching on unprocessed transactions only. The Refund Vendor Matching security right is turned off by default. From the main toolbar, select the Posting icon. The Batch Posting window opens. Select the applicable batch header record and select the open menu icon to display the Payment Entry window. In the Adj Code field, select a refund code with a patient source. Do one of the following: Select the Guarantor option. The application inserts the guarantor's information into the name and address fields. Select the Patient option. The application inserts the patient's information into the name and address fields. For non-third party person, select the Other option. The name and address fields remain blank and you can manually enter the data. For third party, select a refund code with source type of third party. In the Ref

Help Guide for NextGen® Enterprise PM 8

Reversing Adjustments When the Insurance has Changed

When a user is changing the insurance on an encounter, the application issues a prompt that enables you to reverse automatic adjustments on the encounter. To reverse the adjustments and remove the insurance, you can select Yes. To keep the original insurance attached to the encounter, you can select No. When a user deletes insurance from an encounter, the application displays a prompt that enables the user to reverse automatic adjustments on the encounter when the insurance is deleted. To reverse the adjustments and delete the insurance, you can select Yes. To keep the original insurance attached to the encounter, you can select No. Parent topic: Reversing Payments, Adjustments, and Refunds

Help Guide for NextGen® Enterprise PM 8

Reversing Adjustments when Voiding a Charge

When a user is voiding a charge on an encounter, the application displays a prompt that enables the user to reverse an automatic adjustment on the encounter. To reverse the adjustment and void the charge, select OK. To keep the adjustment and NOT void the charge, select Cancel. Parent topic: Reversing Payments, Adjustments, and Refunds

Help Guide for NextGen® Enterprise PM 8

Reverse and Correct Auto-Adjustments after a Contract Change

You can reverse outdated adjustments to selected charges and replace existing adjustments with new adjustments calculated from the updated allowed amount in the contract. Note: Reverse Automatic Adjustment process is only available to users with security rights. To reverse automatic adjustments made to charges for recently updated contracts for a batch of encounters, do the following: Open NextGen® Enterprise PM. Select File > Processes > Reverse Automatic Adjustments. The Reverse Automatic Adjustments window opens. Select the relevant contract and enter a date range in the Search Criteria section. Select Find. The application searches for applicable charges in the encounters for the following: Status of Unbilled, Billed, Rebilled and/or History Primary payer is attached to selected contract Charge service begin date in defined date range The contract allowed amount for the charge is different than the original created auto adjustment Encounter has received no third party payments The

System Administrator Help

Transactions Operation

Subgroup Used in Description Access Secured Transaction Batches NextGen® Enterprise PM Enables users to access transaction batches (payments/adjustments) that are secured to other users. Batch Posting NextGen® Enterprise PM Enables users to balance and post transaction batches (payments/adjustments/refunds). Batch Process Date Override NextGen® Enterprise PM Enables users to override the current process date for posting transactions. If done on the batch header, all transactions associated with that batch will have the specified process date. Credit Card Credit NextGen® Enterprise PM Enables users to reverse the credit card transactions posted against the charge. Credit Card Payment NextGen® Enterprise PM Enables users to post credit card transactions. Reset Blown Batch NextGen® Enterprise PM Enables users to reset a "blown" transaction batch (payments/adjustments/refunds). Reverse Adjustment NextGen® Enterprise PM Enables users to reverse adjustments from the Transactions tab in the p

Reversing Payments, Adjustments, and Refunds

Recommendations

Retroactively Correct Automatic Adjustments

Match Vendors to Refunds

Reversing Adjustments When the Insurance has Changed

Reversing Adjustments when Voiding a Charge

Reverse and Correct Auto-Adjustments after a Contract Change

Transactions Operation

Retroactively Correct Automatic Adjustments

Match Vendors to Refunds

Reversing Adjustments When the Insurance has Changed

Reversing Adjustments when Voiding a Charge

Reverse and Correct Auto-Adjustments after a Contract Change

Transactions Operation