NextGen Knowledge Center

Set Preference to Search for Allowed Amounts in Transaction History

You can retrieve allowed amounts from transaction history by setting Transaction History as the source for allowed amounts.

  1. Open NextGen® Enterprise PM.
  2. In the Admin menu, select Preferences > Practice.
    The Practice Preferences window opens.
  3. Select Pre-Services in the preference list and open the Search for Allowed Amount tab.
  4. Select Transaction History.
    A message appears stating that when transaction history is selected, the application ignores the allowed amount in the contract library.
  5. Select OK.
  6. Set the transaction history date range by selecting the period from the list and the start and end dates.
  7. Select one of the following allowed amount options.
    • Average of all allowed amounts. To get the average of the allowed amounts obtained from the transaction history.
    • Latest allowed amount. To get the latest allowed amount from the transaction history.
  8. To exclude transactions with allowed amounts equating to zero dollars, select Exclude zero dollar amounts from Transaction History.
  9. Select OK.