Select an Active Batch

Help Guide for NextGen® Enterprise PM 8

Determining the Active Batch

The Active Batch Active Batch Icon is used to indicate the session's active batch during the posting process. You can only post transactions to an active batch. A Active Batch Icon appears when a single batch or a sub-batch of a batch group is set as active for the session. Batch Posting window Note: If a sub-batch is set as the active batch, the Active Batch Icon only appears next to the active sub-batch. You can only view the Active Batch Active Batch Icon when you expand the batch group. You can set an active batch from the Session Settings window or the Batch Posting window. Only one batch can be set as the active batch for a session. Select an Active Batch You can use the Batch Posting widow to set a batch as an active batch. Parent topic: Managing Batches

Help Guide for NextGen® Enterprise PM 8

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 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 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. Parent topic: Managing Batches

Help Guide for NextGen® Enterprise PM 8

Set Active Patients

Set Active Patients Set Active Patients In NextGen® Enterprise PM, do the following to open the patient chart: Select Tasks > Lookup > Charts Use the search criteria and find the patient. Double-click the patient with indicator. The chart of the selected patient opens. Select open menu next to the patient's name on the patient's chart and then select Set Active Patient. The patient is set the current active patient. Note: The Active Patient indicator appears on the status bar on the NextGen® Enterprise PMdesktop. You can hover over the Active Patient indicator to view the active patient's name. Parent topic: Setting Active Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Set Active Patient Status for Patients

A patient set as the active patient remains in recall when you work with other patient charts and is available for quick access. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select open menu Open Menu icon and select Set Active Patient. The current patient is set as an active patient. Parent topic: Viewing Patient Demographics Information

Help Guide for NextGen® Enterprise PM 8

Open the Active Patient Records for Posting Charges

In NextGen® Enterprise PM, open the Charge Posting window. For details on how to open the Charge Posting window, go to NextGen Healthcare Success Community, and download the latest Billing and Collections User Guide forNextGen®Enterprise PM. Open the Charge Posting window. Select open menu next to Patient/MRN, and then select Access Active Patient from the menu. The active patient details and the patient's most recent encounter appear. Parent topic: Opening the Active Patient Record

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

Select an Active Batch

Recommendations

Determining the Active Batch

Search for a Batch

Set Active Patients

Set Active Patient Status for Patients

Open the Active Patient Records for Posting Charges

Enable the Batch Info Field on the Charge Posting Window

Select an Active Batch

Determining the Active Batch

Search for a Batch

Set Active Patients

Set Active Patient Status for Patients

Open the Active Patient Records for Posting Charges

Enable the Batch Info Field on the Charge Posting Window