Transactions Sub-Tab

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

File Maintenance Help for NextGen® Enterprise 8

Transactions Sub-Tab

You can add up to six separate payments/adjustments against a single line item charge during payment posting. The transaction codes for each of the six additional transaction types are set up at the Payer Master level. If additional transaction codes are set up for a payer, then additional columns will display on the Payment Entry window corresponding to the additional payment/adjustment transaction codes that are setup on the Transactions tab of the Add/Modify Payer Information window. The column headers display with the actual names of the transaction code types that are set up on the payer master. Set Up Default Payment/Adjustment Transaction Codes Parent topic: Practice Tab

Help Guide for NextGen® Enterprise PM 8

Practice Tab

In the File Maintenance > Master Files > System > Payers, the Practice tab of the Add/Modify Payer Information window contains several tabs. The following topics provide information about the sub-tabs on the Practice tab. Claims Tab Secondary References Sub-Tab Other Sub-Tab UB Sub-Tab Setting Up Claims to Print NextGen Document Management Images Transactions Sub-Tab Add Libraries to a Practice Post Multiple Transactions Parent topic: Payers Master File

Help Guide for NextGen® Enterprise PM 8

Set Up Default Payment/Adjustment Transaction Codes

Access File Maintenance. Select System Master Files > PM > Payers. The Payers List window opens. From the list, select and open the desired payer. The Modify Payer Information window opens. Select the Practice tab, and then select the Transactions sub-tab. Use the following table to select Transactions parameters for the payer. To save changes and close the window, select OK. Field Description Default Payment Select a third-party payment transaction code for the payer. The code defaults to the Pay Code field on the Payment Entry screen for manually entered payments and for ERA payments received from the payer. This field is required. Default Adjustment Select a third-party adjustment transaction code for the payer. The code defaults to the Adj Code field on the Payment Entry screen for manually entered adjustments and for ERA adjustments received from the payer. This field is required. Default Payment for Bad Debt Select a third-party bad debt payment transaction code for the payer. Th

File Maintenance Help for NextGen® Enterprise 8

Practice Tab

In the File Maintenance > Master Files > System > Payers, the Practice tab of the Add/Modify Payer Information window contains several tabs. The following topics provide information about the sub-tabs on the Practice tab. Claims Tab Secondary References Sub-Tab Other Sub-Tab UB Sub-Tab Transactions Sub-Tab Add Libraries to a Practice Parent topic: Payers Master File

File Maintenance Help for NextGen® Enterprise 8

Transaction Code Types

Transaction codes can be created for: Payments Adjustments Refunds Default Transaction Codes Default transaction codes can be assigned to payers in the Payers master file, practices in the Practices master file, and contracts in the Contracts library. It is recommended that you do not modify the transaction codes used in the Transactions Practice Preferences, except for the descriptions. Their descriptions can be changed to meet the needs of your practice. Parent topic: Transaction Codes

Transactions Sub-Tab

Recommendations

Post Multiple Transactions

Transactions Sub-Tab

Practice Tab

Set Up Default Payment/Adjustment Transaction Codes

Practice Tab

Transaction Code Types

Post Multiple Transactions

Transactions Sub-Tab

Practice Tab

Set Up Default Payment/Adjustment Transaction Codes

Practice Tab

Transaction Code Types