Set Up a Payment Spread for a patient

Help Guide for NextGen® Enterprise PM 8

Set Up a Default Payment Spread for a Practice

NextGen® Enterprise PM can evenly apply a payment received to each line item with amounts due. When you set a distribution option in the Practice Preferences window, that distribution option becomes the default option for the practice. Open NextGen® Enterprise PM. Select Admin > Preferences > Practice The Practice Preferences window opens. Select Transactions under the Preferences list. In the Default Transaction Spreading Transaction Source, do the following: In Transaction Source,select the source of the transaction. Select one of the following spread options: First In/First Out First In/First Out - Pat Resp Date Weighted Distribution Practice Preferences Payment Spreading Select OK. Parent topic: Spreading Payments

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

Post a Budget Payment

You can select different payment source types for posting budget payments in Budget Accounts under Practice Preferences. NextGen® Enterprise PM recommends Accounts and Encounter source types as options on the Payment Entry windows. This enables you to apply patient payments to a budget regardless of selected source/Accnt and avoid any budget payment errors. 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. In Source/Accnt list, select Budget. A budget payment is posted incorrectly if you select the default value of Encounter for Source/Accnt. The Payment Entry window refreshes with new fields. Enter the account name in Account or select Find Account Search Account Button. Accounts that match the search criteria appear in the Account list. Select the desired account. The Payment Entry window displays accounts detail and summary information for the account. In Paycode, s

Help Guide for NextGen® Enterprise PM 8

Post a Budget Payment

After a guarantor is set up with a budget plan, if you receive any budget payment, you must enter and post it to the appropriate budget encounters or the budget plan to credit it correctly and remain in a normal status. Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Double-click to open the desired transaction batch. The Payment Entry window opens. In the Source/Account field, select Budget. When you enter payments on a budget plan with Source = Budget are recognized by the system as a budget payment, and the budget plan is updated as Budget Payment Posted and it prevents a budget plan from becoming delinquent due to non-payment. Note: When you enter payments on a budget plan with Source = Account or Encounter are also recognized as a budget payment is determined by the Transaction Sources that Apply to Budget setting in Practice Preferences > Budget Accounts. In the Account field, select the desired account by Name or by Account Number. The Number field d

Help Guide for NextGen® Enterprise PM 8

Recording Transactions to a Batch

You can create a batch for initiating the payment posting process for patient payments, insurance End Of Business(EOB), and invoices. NextGen® Enterprise PM requires you to create a transaction batch header for entering payments or transactions. You can use the Batch Maintenance window to add transactions to batches for: Encounters Accounts Invoices Budgets Creating Batch Header Records You can create a batch header record to enter transactions in NextGen® Enterprise PM. Set Up a Batch Header Record You can use the Batch Maintenance window to set up a batch header record to enter transactions. Post a Budget Payment You can select the budget source type on the Payment entry window to enter a budget payment. Tracking Patient Deductible Amounts You can enter a patient deductible amount for every line-item on the payment entry window. Spreading Payments You can use the Payment Entry window to spread payments across line items. Posting Multiple Payments and Adjustments to a CPT4 Code You ca

Help Guide for NextGen® Enterprise PM 8

Enter a Transaction for an Account

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. In Source/Acct, select Account. In Account, enter the first few letters of the account name or select Account Lookup . Account records matching the search criteria appear in the Account list. Note: A status indicator for the data retrieval appears for an account with more than 100 line items. Large Account mode activates when more than 1000 items are retrieved and displayed. For more information on the number of line items displayed in the Large Account mode or modifying the number of line-items, contact NextGen Healthcare Support. Double-click the desired account. In Pay Amt, enter the payment amount. NextGen Healthcare displays Account Payment as the pay code. If necessary, enter an adjustment amount in the Adj Amt field. NextGen Healthcare displays Account Adjustment for the adjustment code. Select Recalc, and then s

Set Up a Payment Spread for a patient

Recommendations

Set Up a Default Payment Spread for a Practice

Spreading Payments

Post a Budget Payment

Post a Budget Payment

Recording Transactions to a Batch

Enter a Transaction for an Account

Set Up a Default Payment Spread for a Practice

Spreading Payments

Post a Budget Payment

Post a Budget Payment

Recording Transactions to a Batch

Enter a Transaction for an Account