Set Up a Default Payment Spread for a Practice

Help Guide for NextGen® Enterprise PM 8

Set Up a Payment Spread for a patient

When a payment is received and a patient has several line items with amounts due, NextGen® Enterprise PM applies payments to line items when a payment is entered on the Payment Entry window. The line items and applied payment amounts depend on the option you choose. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. Type the encounter number in Enc/Clm#, and press Enter. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. Select Open. The Payment Entry window become available for modifications. In Pay Amt, enter the payment amount. In Adj Amt, enter an adjustment amount. Select the line items to apply the spread amount.` Right-click the line-item, select Spread and then select one of the following options: FIFO FIFO - Pat Resp Date Weight Distribution Select Save. The selected payment spread is applied to t

Help Guide for NextGen® Enterprise PM 8

Spreading Payments

NextGen® Enterprise PMallows you to spread or distribute a payment amount across line items. You can right-click anywhere on the Payment Entry window to see the payment Spread options. Spreading payment options include FIFO or oldest to newest, FIFO - Pat Resp Date or First In First Out by Patient responsibility date, or Weighted Distribution for a Patient or a Third Party. You can set a default payment spread for a practice using the Practice Preferences and for a selected patient using the Payment Entry window. Set Up a Default Payment Spread for a Practice You can use the Practice Preferences window to set up a default payment spread for a practice. Set Up a Payment Spread for a patient You can set up a payment spread for a patient using the Payment Entry Window. Parent topic: Recording Transactions to a Batch

Help Guide for NextGen® Enterprise PM 8

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. Open NextGen® Enterprise PM and select Admin > Preferences > Practice. On the Practice Preferences window, select Tran Codes from the preference list. 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 Select OK. Parent topic: Configuring Pre-Services Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Configuring Pre-Services Practice Preferences

Before you perform or complete the cost estimation in NextGen® Enterprise PM, your administrator can set the preferences for Pre-Services in the Practice Preferences window. However, setting the practice preferences is not mandatory. If you are an administrator, your preferred selections for pre-services determine the following values in cost estimation: Percentage of payment that the patient agrees to pay in advance Co-pay or deductible values in the patient's insurance information Allowed amount Coinsurance amount For descriptions of the fields for the Pre-Services preferences, go to the NextGen Healthcare Success Community and download the File Maintenance Preferences Guide forNextGen®Enterprise. Set Payment Preferences for Pre-Services Your administrator can set payment preferences that determines the amount the patient can pay in advance and update the insurance information. Configuring Practice Preferences for Allowed Amount The allowed amount can be retrieved from contracts and

Help Guide for NextGen® Enterprise PM 8

Setting up the NextGen® Pay powered by InstaMed End of Day file Import

Before you begin In File Maintenance, add a default transaction code in File Maintenance > Master Files > System > Transaction Codes. Set up a file directory for importing files in NextGen® Enterprise PM. Complete the following steps for setting up the EOD file import process. Open NextGen® Enterprise PM, and then select Admin > Preference > Practice. The Practice Preferences window opens. Under Preferences List, select Patient Pay and then do the following: In the Patient Pay Import section, select the default transaction code or any other credit card transaction codes. Note: Payments are not posted if you do not select the default transaction code or any other transaction code. The payment appears in Import Posting with Not Posted due to - No Default patient pay transaction code setup description. Select the check boxes for other optional parameters. Note: NextGen Healthcare recommends selecting the Include tracking Description in Import Posting Report check box. This allows the trac

Help Guide for NextGen® Enterprise PM 8

Set Payment Preferences for Pre-Services

Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services from the preference list. If the patient wants to pay in advance, enter the recommended percentage that needs to be collected from the patient in Patient Payment %. Select Update patient insurance with copay/deductible information from cost estimation to update the co-pay and deductible values in the patient insurance information from the current cost estimate. Select OK. Parent topic: Configuring Pre-Services Practice Preferences

Set Up a Default Payment Spread for a Practice

Recommendations

Set Up a Payment Spread for a patient

Spreading Payments

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

Configuring Pre-Services Practice Preferences

Setting up the NextGen® Pay powered by InstaMed End of Day file Import

Set Payment Preferences for Pre-Services

Set Up a Default Payment Spread for a Practice

Set Up a Payment Spread for a patient

Spreading Payments

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

Configuring Pre-Services Practice Preferences

Setting up the NextGen® Pay powered by InstaMed End of Day file Import

Set Payment Preferences for Pre-Services