Transactions by Encounter Summary Report

Help Guide for NextGen® Enterprise PM 8

Service Item Summary - Extended Amount and Transactions Report

This charge-based report retrieves all charges that fall into a selected date range. It then brings over all (or date-specified) transactions attached to those charges such as adjustments, payments, and refunds. It is sorted by practice, location name, and service item. To access the report in NextGen® Enterprise PM, select the Reports menu and select Monthly, then select Service Item Summary, and then select Extended Amount and Transactions. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM. From the Report Filter window, select the Info button to view the following information about the report: Logic: All charges and transactions are tracked to the primary payer on the encounter. All transactions are tracked back to the original charge: If only a charge date range is entered; all charges within the specified date range are displayed and all transactions associated to those charges, regardless

Help Guide for NextGen® Enterprise PM 8

Transactions by Line Item Summary Report

The Transactions be Line Item Summary report breaks each rendering provider's transaction into adjustments, payments, and refunds. It also shows the extended charge amount for each provider. It is sorted by practice, location name, and rendering provider. Totals are for count (how many of each) of each transaction type (adjustment, payment, refund), and total dollars for each transaction type, with a subtotal for each rendering provider, subtotal for each location and grand total of all locations for each practice. NextGen Healthcare recommends that you only choose one of the Filter 1 charge date ranges (create date, process date, or service date), and only one (if any) transaction-type date to generate a meaningful report. The counts and totals for adjustments, payments and refunds in the Transaction Summary report should balance to the Transaction Summary With Transaction Code report. In addition, each transaction column should balance to the corresponding Daily report, provided the

Help Guide for NextGen® Enterprise PM 8

Change in Accounts Receivable by Encounter or by Line Item Report

The Change in Accounts Receivable reports are summary reports that provide A/R totals for balancing purposes. Totals include the following: Beginning A/R Total Charges Total Adjustments Total Payments Total Refunds Ending A/R The following calculation is used: Beginning A/R + Total Charges - Total Adjustments - Total Payments - Total Refunds = Ending A/R In the sample report below, the From/To dates apply only to the Chg Amt, Adj Amt, Pay Amt, and Ref Amt columns. The Beg A/R includes the total prior to 6/1/99. The Ending A/R is the difference between the Beg A/R and the four columns just mentioned. To access the reports in NextGen® Enterprise PM, select the Reports menu and select Monthly, then select Changes in A/R, and then select either By Encounter or By Line Item. Note: These reports can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM. The purpose of the Change in Accounts Receivable report is to provide rep

Help Guide for NextGen® Enterprise PM 8

Transactions by Encounter Summary with Transaction Code Report

The Transactions by Encounter Summary with Transaction Code report is a report identifying the primary payer of the encounter as the payer for the transaction. The primary payer attached to the encounter displays on the report regardless of the actual payer. To access the report in NextGen® Enterprise PM, select the Reports menu and select Monthly, then select Transactions, then select By Encounter, and then select Summary with Transaction Code. Transactions by Encounter Summary with Transaction Code Report Columns You can choose the columns for the Transactions by Encounter Summary with Transaction Code report. Parent topic: Monthly Reports

Help Guide for NextGen® Enterprise PM 8

Payments by Encounter Report

The Payments by Encounter report shows payments that have taken place during a specific date range. The reports display transactions under the primary payer/financial class on the encounter. These are line-item based reports that show the breakdown of the total transaction amount as it was applied to each individual line item. If Reason Codes are included, the codes selected at the bottom (line item section) of the Payment Entry window appears. To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily, then select By Encounter, and then select Payments. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen Enterprise PM. From the Report Filter window, select the Info button to view the following information about the report: Logic: The report will return one line for each line item posted within the transaction. For example, if an encounter has three charges and a transaction is spr

Help Guide for NextGen® Enterprise PM 8

Payments by Transaction Report

The Payments by Transaction report displays all transactions that have payments made to them. The report is sorted by billing date. Totals are for payment amount for each listed date. Once the payments are entered into a batch, a system generated “Batch Listing” report is run to balance the payments in that batch to the total amount of cash, checks, and credit card receipts. This report can be used to balance those batch totals to the amount of the daily deposit. To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily, then select By Transaction and then select Payments. Note: This report can be enabled to use enhanced reporting functionality. For more information, see Enhanced Reports in NextGen Enterprise PM. From the Report Filter window, select the Info button to view the following information about the report: Logic: The report will return one line for each transaction. For example, if an encounter has three charges and a transaction is spread agai

Transactions by Encounter Summary Report

Recommendations

Service Item Summary - Extended Amount and Transactions Report

Transactions by Line Item Summary Report

Change in Accounts Receivable by Encounter or by Line Item Report

Transactions by Encounter Summary with Transaction Code Report

Payments by Encounter Report

Payments by Transaction Report

Service Item Summary - Extended Amount and Transactions Report

Transactions by Line Item Summary Report

Change in Accounts Receivable by Encounter or by Line Item Report

Transactions by Encounter Summary with Transaction Code Report

Payments by Encounter Report

Payments by Transaction Report