NextGen Knowledge Center

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

When you open the Payment Entry window from the Estimate Patient Cost window to make a payment, transaction codes already selected in the practice preferences are utilized by default. If you want to change transaction codes, you can change them as desired in the Payment Entry window.

  1. Open NextGen® Enterprise PM and select Admin > Preferences > Practice.
  2. On the Practice Preferences window, select Tran Codes from the preference list.
  3. In the Default Transaction Codes section, do the following:
    • To make an advance payment, select a transaction code from Pre-Service Payment
    • To make a transaction for a bad-debt encounter, select a transaction code from Pre-Service Bad Debt

  4. Select OK.