Secure a Single Batch in a Batch Group

Help Guide for NextGen® Enterprise PM 8

Secure a Single Batch

Open NextGen® Enterprise PM. On the main toolbar, select Posting Batch Posting Icon. 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. 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 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

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

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

Secure a Single Batch in a Batch Group

Recommendations

Secure a Single Batch

Setting Batch Security

Create an Enterprise Batch Grouping

Create a Sub-Batch for a Batch Header

Set Up a Batch Header Record

Managing Batches

Secure a Single Batch

Setting Batch Security

Create an Enterprise Batch Grouping

Create a Sub-Batch for a Batch Header

Set Up a Batch Header Record

Managing Batches