Switching Between Batches

Help Guide for NextGen® Enterprise PM 8

Balance the Batch Header Record

After entering all the transactions, you must balance the batch header record before posting the batch to the accounts receivable record. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select a batch, select the open menu icon, and then select Ledger. The Transaction Ledger window opens. Select Header. The Batch Maintenance window opens. Compare the amount in Total Billed, Total Allowed, and Total Paid of the Batch Maintenance window to the Transaction Ledger window. If the amounts do not match, change the amounts as necessary. CAUTION: Every batch item entered will have a corresponding billed amount is entered. If you have a charge of $25.00 and you receive two separate checks to apply to the charge, the charge shows on the ledger twice. The billed amount for the two checks is $50.00, not $25.00. Verify that the number of payments match the payments on the ledger. Do not include adjustments. Note: The Payments field along with the Su

Help Guide for NextGen® Enterprise PM 8

Search for Transactions

You can search for transactions from the Transaction Ledger window. Access the Batch Posting window. Select the applicable batch, right-click and then select Ledger. In the Ledger Lookup window, right-click and select Ledger Lookup. The Ledger Lookup window opens. Do the following as applicable: Enter a source identification number. Select one of the following source type: Account Budget Encounter Invoice Enter a transaction date. Enter the total amount billed. Enter the allowed amount. Enter the payment amount for a transaction. Enter the adjustment or refund amount. Select one or more of the transaction codes that you want to include in your search criteria. Enter the tracking description. Enter the last name of the patient. Clear the Include Reconciled check box if you do not want to include reconciled transactions as part of your search criteria. Clear the Include UnPosted check box if you do not want to include unposted transactions as part of your search criteria. Select Find. Pa

Patient Experience Help

Switching Between Batches

If you open the Payment Entry window through Batch Posting window, you can switch between batches using Control Group in the Payment Entry window .If you open the Payment Entry window through the patient's chart, you can only switch between encounters for the patient.

Help Guide for NextGen® Enterprise PM 8

Switching Between Batches

If you open the Payment Entry window through Batch Posting window, you can switch between batches using Control Group in the Payment Entry window .If you open the Payment Entry window through the patient's chart, you can only switch between encounters for the patient.

Help Guide for NextGen® Enterprise PM 8

Post Multiple Transactions

Select the Posting toolbar icon. The Batch Posting window appears. Double-click on the batch for posting. The Payment Entry window appears. Select the applicable patient or encounter number. To select the applicable payer, select the drop-down arrow in the Payer field and select the payer. Note: When a payer is selected and additional payment/adjustment transaction codes have been set up at the Payer master level, the additional payment/adjustment columns automatically display on the Payment Entry window. The columns are not enabled until the initial payment/adjustment by the payer has been entered. Since they are defined in the Payer master file, the transaction codes are not modifiable during transaction entry. Only the dollar amounts can be changed Enter the initial payment and adjustable amounts. Enter the additional payment/adjustable amounts in the ledger area of the window in the applicable additional transaction columns. In this example, three additional adjustment transaction

Help Guide for NextGen® Enterprise PM 8

Search for Batches

You can search for a batch by date, dollar amount, description, or user. Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. Select open menu Open Menu button, and then select Batch Lookup. The Batch Lookup window opens. To search for a batch, enter the search criteria, and then select Find. You can use different combinations of the search criteria to search for a patient. The Batch Lookup window displays the applicable batches.

Switching Between Batches

Recommendations

Balance the Batch Header Record

Search for Transactions

Switching Between Batches

Switching Between Batches

Post Multiple Transactions

Search for Batches

Switching Between Batches

Balance the Batch Header Record

Search for Transactions

Switching Between Batches

Switching Between Batches

Post Multiple Transactions

Search for Batches