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Search for a Batch
You can search for a batch by date, dollar amount, description, or user.
Open
NextGen® Enterprise PM
.
On the main toolbar, select
Posting
.
The
Batch Posting
window opens.
Select
Open Menu
, and then select
Batch Lookup
.
The
Batch Lookup
window opens.
To search for a batch, enter the search criteria data.
You can use different combinations of the search criteria to search for a patient.
Select
Find
.
The
Batch Lookup
window displays the batches that match the search criteria.
Search for a Batch
Help Guide for NextGen® Enterprise PM 8
Create an Enterprise Batch Grouping
You can create transaction batch grouping using Enterprise Batch Grouping feature in NextGen® Enterprise PM. streamline transaction entry and batch balancing by using enterprise batch grouping. Enterprise batch groups are comprised of transaction batches from multiple practices within an enterprise. They enable users to enter, balance, and post transactions from multiple practices. In the Batch Posting window, you can create a batch grouping by selecting which practices the application creates transaction batches for. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select open menu icon, select New, and then select Enterprise Batch Grouping. The Enterprise Batch Grouping Maintenance window opens. Enter the enterprise batch grouping description, and the date fields. In the Practice section, select the practices to include in the batch grouping. To subgroup the transactions into an appropriate category, select the value from Transaction
Help Guide for NextGen® Enterprise PM 8
Post and Review Transactions in the Batch Header
You can post a batch after all the transactions are added and the batch header record is balanced. In NextGen Healthcare posting a transaction permanently records the transaction which cannot be modified or deleted. You must use a correcting transaction to reverse any transaction posted in error. Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. In the Batch Posting window, select the batch header to post. Select open menu , and select Post. A message appears asking you for a confirmation to post the batch, and its associated transactions. Select OK. The Batch Listing report preview opens, and a message appears confirming successful posting of the batch. Select OK. To review all of the transactions in the batch, select Print Report icon on the Batch Listing report menu. A message appears stating the printing of the report is in progress. Note: You will not be able to print the Batch Listing report after the posting process
Help Guide for NextGen® Enterprise PM 8
Search for Batches
You can search for a batch by date, dollar amount, description, or user. Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. Select open menu Open Menu button, and then select Batch Lookup. The Batch Lookup window opens. To search for a batch, enter the search criteria, and then select Find. You can use different combinations of the search criteria to search for a patient. The Batch Lookup window displays the applicable batches.
Help Guide for NextGen® Enterprise PM 8
Managing Batches
In NextGen® Enterprise PM, batches are sets of payment, adjustment, and refund transactions. You can create batches for each location, each day, or for each practice. For example, a batch can be created for a check-in staff to record all the transactions for the day. You can secure a batch or an enterprise batch grouping to a single user for security purposes. Any user without the appropriate security rights cannot access the transactions in the batch. You can also choose to remove an entire enterprise batch grouping from the list if none of the sub-batches are secured to the current user. You can use the Batch Maintenance window to manage batches for a given practice. Batch Status You can use the batch status for payment batches to denote the flow of line item balance. Determining the Active Batch You can only post transactions to a batch marked as active on the Batch Posting window. Balance the Batch Header Record Using Recalc Function in Payment Entry You can use the Recalc button o
Help Guide for NextGen® Enterprise PM 8
Open Previous Patient Records for Making Payment Entries
From the main toolbar in NextGen® Enterprise PM, select Posting. In the Batch Posting window, double-click the batch header record. In the Payment Entry window, select the open menu icon, next to Patient/MRN, and then select Access Previous Patient. A sub-menu appears, displaying the last five recently accessed patient records. Select a patient. The selected patient's details and most recent encounter appear. Parent topic: Search for Patients in NextGen Enterprise PM
Help Guide for NextGen® Enterprise PM 8
Open the Active Patient Records for Making Payment Entries
From the main toolbar in NextGen® Enterprise PM, select Posting. In the Batch Posting window, double-click the batch header record. In the Payment Entry window, select the open menu icon next to Patient/MRN, and then select Access Active Patient. The active patient details and the patient's most recent encounter appear. Parent topic: Search for Patients in NextGen Enterprise PM
