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Help Guide for NextGen® Enterprise PM 8

Balance the Batch Header Record

After entering all the transactions, you must balance the batch header record before posting the batch to the accounts receivable record. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select a batch, select the open menu icon, and then select Ledger. The Transaction Ledger window opens. Select Header. The Batch Maintenance window opens. Compare the amount in Total Billed, Total Allowed, and Total Paid of the Batch Maintenance window to the Transaction Ledger window. If the amounts do not match, change the amounts as necessary. CAUTION: Every batch item entered will have a corresponding billed amount is entered. If you have a charge of $25.00 and you receive two separate checks to apply to the charge, the charge shows on the ledger twice. The billed amount for the two checks is $50.00, not $25.00. Verify that the number of payments match the payments on the ledger. Do not include adjustments. Note: The Payments field along with the Su

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

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

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 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

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Recommendations

Balance the Batch Header Record

Post and Review Transactions in the Batch Header

Managing Batches

Remove Unposted Transactions from an Encounter to be Deleted

Add a Transaction from the Patient Record

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Balance the Batch Header Record

Post and Review Transactions in the Batch Header

Managing Batches

Remove Unposted Transactions from an Encounter to be Deleted

Add a Transaction from the Patient Record

Viewing Reconciled Transactions