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Search for Transactions
You can search for transactions from the
Transaction Ledger
window.
Access the
Batch Posting
window.
Select the applicable batch, right-click and then select
Ledger
.
In the
Ledger Lookup
window, right-click and select
Ledger Lookup
.
The
Ledger Lookup
window opens.
Do the following as applicable:
Enter a source identification number.
Select one of the following source type:
Account
Budget
Encounter
Invoice
Enter a transaction date.
Enter the total amount billed.
Enter the allowed amount.
Enter the payment amount for a transaction.
Enter the adjustment or refund amount.
Select one or more of the transaction codes that you want to include in your search criteria.
Enter the tracking description.
Enter the last name of the patient.
Clear the
Include Reconciled
check box if you do not want to include reconciled transactions as part of your search criteria.
Clear the
Include UnPosted
check box if you do not want to include unposted transactions as part of your search criteria.
Select
Find
.
Search for Transactions
Patient Experience Help
Search for Transactions in the Ledger
Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select the desired batch, right-click and then select Ledger. The Ledger Lookup opens. Enter the desired search criteria, and then select Find. Select Include Reconciled and Include UnPosted options to include reconciled transactions and unposted transactions as part of your search criteria. The transactions matching the search criteria display in the Ledger Lookup window. Parent topic: Posting Transactions Overview
Help Guide for NextGen® Enterprise PM 8
Search for Transactions in the Ledger
Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select the desired batch, right-click and then select Ledger. The Ledger Lookup opens. Enter the desired search criteria, and then select Find. Select Include Reconciled and Include UnPosted options to include reconciled transactions and unposted transactions as part of your search criteria. The transactions matching the search criteria display in the Ledger Lookup window. Parent topic: Posting Transactions Overview
Help Guide for NextGen® Enterprise PM 8
Remove Unposted Transactions from an Encounter to be Deleted
You cannot delete encounters with posted transactions. From the main toolbar, select the Posting button. The Batch Posting window opens. Select the batch that includes unposted transactions for the encounter to be deleted. Right-click and select Ledger from the menu. The Transaction Ledger window opens. Select a transaction to be deleted. Right-click and select Transactions from the menu. The Payment Entry window opens. Select the Delete button. A prompt appears asking to confirm if you want to delete the transactions from the batch. To delete the transaction, select OK. The transaction is deleted from the encounter. Close the Payment Entry window. The Transaction Ledger window opens. Repeats from steps 4 to 8 to delete additional transactions. To close the Transaction Ledger window, select Close. To close the Batch Posting window, select Close. Parent topic: Delete Encounters
Help Guide for NextGen® Enterprise PM 8
Remove Unposted Transactions from an Encounter to be Deleted
You cannot delete encounters with posted transactions. From the main toolbar, select the Posting button. The Batch Posting window opens. Select the batch that includes unposted transactions for the encounter to be deleted. Right-click and select Ledger from the menu. The Transaction Ledger window opens. Select a transaction to be deleted. Right-click and select Transactions from the menu. The Payment Entry window opens. Select the Delete button. A prompt appears asking to confirm if you want to delete the transactions from the batch. To delete the transaction, select OK. The transaction is deleted from the encounter. Close the Payment Entry window. The Transaction Ledger window opens. Repeats from steps 4 to 8 to delete additional transactions. To close the Transaction Ledger window, select Close. To close the Batch Posting window, select Close. Parent topic: Delete Encounters
Help Guide for NextGen® Enterprise PM 8
Add Transactions from Patient Records
Before you begin You must select the batch before adding transactions from the selected patient record. Open NextGen® Enterprise PM. On the main toolbar, select Posting. The Batch Posting window opens. Right-click the batch, and then select Set as Active Batch. A green check mark appears on the selected batch. Note: You can also select the batch in Edit > Session Settings > Active Batch in the Session Settings window. Search for and select the patient record for the encounter from one of the following locations: 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 then select Recalc. Select Save. The transaction is recorded to the active batch. Parent topic: Viewing Reconciled Transaction
Patient Experience Help
Add Transactions from Patient Records
Before you begin You must select the batch before adding transactions from the selected patient record. Open NextGen® Enterprise PM. On the main toolbar, select Posting. The Batch Posting window opens. Right-click the batch, and then select Set as Active Batch. A green check mark appears on the selected batch. Note: You can also select the batch in Edit > Session Settings > Active Batch in the Session Settings window. Search for and select the patient record for the encounter from one of the following locations: 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 then select Recalc. Select Save. The transaction is recorded to the active batch. Parent topic: Viewing Reconciled Transaction
