Secure a Single Batch
Open
NextGen® Enterprise PM
.
On the main toolbar, select
Posting
.
The
Batch Posting
window opens.
Select the batch header record for the batch to secure.
Select open menu
, and select
Header
.
The
Batch Maintenance
window opens.
Update the desired fields.
In
Secured to User
, select the applicable user.
Select
OK
.
The
Secured To
field is updated for the selected batch in the
Batch Posting
window.
Recommendations
Explore
Help Guide for NextGen® Enterprise PM 8
Secure a Single Batch in a Batch Group
Note: To set up Batch Groups, have your system administrator select the Enable Batch Groups check box on the General tab in Practice Preferences. Open NextGen® Enterprise PM. On the main toolbar, select Posting Batch Posting Icon. The Batch Posting window opens. From the main toolbar, select the Posting icon. The Batch Posting window opens. To assign batch security to an existing batch, select the appropriate batch header record. Select the open menu icon and do one of the following: To open an existing batch, select Header. To create a new batch, select New > Batch. Modify or enter data in the fields as needed. In the Secured to User field, select the applicable user. The Batch Maintenance window opens. In the Members field, select the up arrow and set the number to 1, representing one batch. Select OK. Parent topic: Setting Batch Security
Help Guide for NextGen® Enterprise PM 8
Setting Batch Security
You can secure a batches to a specific users in practices where the payments till is being shared or there are multiple users adding transactions to a given batch. NextGen® Enterprise PM allows practices to secure a batch to a single user to prevent any incorrect transactions from being added to the batch. You can secure a batch in the Batch Maintenance window using any of the following: Set batch security to a single batch or multiple batches at the batch header level. Set batch security to a single batch in a batch group without multiple batches. Set the batch security to define if the batch can be changed in any way. Secure a Single Batch You can secure a single batch to a user using the Batch Maintenance window. Secure a Single Batch in a Batch Group Parent topic: Managing Batches
Help Guide for NextGen® Enterprise PM 8
Create a Sub-Batch for a Batch Header
Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. In the Batch Posting window, do the following: Select open menu , and then select New > Batch. Select Header to open an existing header record. The Batch Maintenance window opens. Enter the desired information, and then select Sub Batches. Enter information for each sub-batch header. You can secure each sub-batch to a specific user. You can also use the security for an administrator to have access to all sub-batches. In System Administrator, you can grant Access to Secured Transaction Batches to the administrator. For more information, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen® Enterprise. Select OK. The Batch Posting window remains opened. You can continue to add transactions to each sub batch. After you enter all transactions for the sub batches, each sub batch must balance to the ledger. After each sub batch
Help Guide for NextGen® Enterprise PM 8
Set Up a Batch Header Record
You can create a batch header record to enter payments, refunds, and adjustments for transactions. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select open menu , select New, and then select one of the following options: Batch to create a batch for anyone in the system, and define the default Process Date or Adjudication Date. Enterprise Batch to enter, balance, and post transactions from multiple practices within the same enterprise. Quick Batch to create a batch secured to you, using the default system dates and an active status. The Batch Maintenance window opens. Batch Maintenance Window Enter the required information for the batch. Select OK. The created batch displays under the Existing Batches list on the Posting window. Parent topic: Recording Transactions to a Batch
Help Guide for NextGen® Enterprise PM 8
Enable the Batch Info Field on the Charge Posting Window
Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. In the Preferences List on the left, select Charge Entry. On the Charges tab, select Display batch information, and then select OK. The Batch info field appears on the Charge Posting window. Parent topic: Adding Batch Info
Help Guide for NextGen® Enterprise PM 8
Create a Quick Batch
To quickly create a batch header record with the need to work with the Batch Maintenance window, you can create a Quick Batch. When you create a Quick Batch, the application uses the current system date as the default date for the batch. Note: If a Quick Batch is created in NextGen® Optical Management, the batch appears as an optical batch in NextGen® Enterprise PM. From the main toolbar, select the Posting icon. The Batch Posting window opens. Select the open menu icon, select New, and then select Quick Batch. The Quick Batch window opens. Enter a name for the batch and select OK. Parent topic: Managing Batches
.
The Batch Posting window opens., and select Header.
The Batch Maintenance window opens.