Before you begin
- In File Maintenance, add a default transaction code in .
- 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 .
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 tracking description to use the information returned from positions 58 to 71 of the import file.
- Under Preferences List, select Transactions, and then select Patient from the Transaction Source list.
The First In / First Out option is selected by default. You can select any other transaction spreading.
- Select OK.
The practice preferences are saved.
- In System Administrator, for a given user group select and then do the following:
- Select Unapplied Account Payment Addition.
Note: The Unapplied Account Payment Addition right is provided to any user who may import the end-of-day file.
- Under the Access Rights section, select Yes.
