Transfer an Unapplied Encounter Credit to an Account

Help Guide for NextGen® Enterprise PM 8

Create a Credit Balance with an Unapplied Account Credit

If an unapplied credit is never associated directly to a charge, you can apply an unapplied credit as an adjustment or a payment. Create a transaction item for the encounter. Select the Use Account Credit check box. The Payer field displays Patient and creates an adjustment of $50 with the adjustment code of Applied Account Credit. Note: After you select the Use Account Credit check box, the Adj Code field automatically displays a system-generated transaction code. You cannot change the code. This prevents balancing problems by generating a transaction code to offset the original transaction code. The application creates another transaction of negative $50 with the transaction code Applied Account Debit and tracking description of Debit to Account for Usage of a Credit Balance. The code appears from the selections made on the Transactions tab of the Practice Preferences window. To change, edit, add, or delete transaction codes, contact your system administrator. To view the transaction

Help Guide for NextGen® Enterprise PM 8

Use a Co-payment as an Unapplied Encounter Credit

An unapplied credit is never associated directly to a charge. The unapplied credit can be applied to an adjustment or a payment. Create an encounter and in the Payment Entry window, enter a co-pay amount of $10.00. Apply the payment to the encounter. Enter the charges for the encounter. Select the Use Encounter Credit check box. The application creates an adjustment of $10 with the adjustment code of Applied Encounter/Invoice Credit. Note: After you select the Use Encounter Credit check box, the Adj Code field automatically displays a system-generated transaction code and it cannot be changed. This prevents balancing problems because the transaction code offsets the original transaction code. The application creates another transaction of negative $10 with a transaction code of Applied Encounter/Invoice Debit and a tracking description of Debit to Encounter for Usage of a Credit Balance. The adjustment code populates from the codes selected on the Transactions tab of the Practice Prefe

Help Guide for NextGen® Enterprise PM 8

Applying Encounter Unapplied Credits in a Batch

You can create an unapplied encounter credit when the amount in the Payment field is greater than the amount in the transaction detail for a patient-pay transaction. You can process an encounter unapplied credit in a batch on the Unapplied Encounter Credits window. You can limit the number of encounters to process in the batch by selecting Unapplied credit encounter limit in the Transactions tab on the Practice Preferences window. The default numeric value is 100. You can select any numeric value from 1 to 1000. Note: When the number of encounters in the Unapplied Encounter Credits window equals the process limit, a message appears indicating that the query is truncated based on your unapplied credit encounter limit set in the practice preferences. You can run the process again for additional transactions in a separate batch. You can also configure the BBP process to post balanced batches. If you select Post BBP before selecting Process in the Unapplied Encounter Credits window, it cre

Help Guide for NextGen® Enterprise PM 8

Create an Unapplied Credit Amount at the Account Level

In this scenario, the mother of two children brings her daughter in for an encounter. When the patient checks out, the charge for the office encounter is pre-loaded for $65. The mother makes a payment of $80. On the Payment Entry window, in the Payer field. select Patient. In the Pay Amt field, enter the $80 payment and select Save. A message appears notifying you that an unapplied credit amount will be created. This message appears because the payment of $80 is greater than the charge amount of $65, therefore there are no other charges for which the payment can be applied. Apply the unapplied credit amount to the account. In this scenario it is appropriate to apply the unapplied credit amount to the account because payment has already been made for the charge associated with the encounter. When you select Account, the unapplied credit amount is applied to the guarantor of the encounter's account. The credit can then be used for this encounter if additional charges are added or any oth

Patient Experience Help

Transfer Unapplied Encounter Credits to an Account

If you created an unapplied credit for the encounter but want to create it for the account, you can transfer the credit. The adjustment transaction codes are automatically created when moving an unapplied encounter credit to an account. Each debit adjustment,has an offsetting credit adjustment. Note: You cannot delete unapplied payments or unapplied credits until they are posted. If part of an unapplied payment is transferred to an account or applied to an encounter, then it cannot be deleted without first deleting the system-generated transactions. Open NextGen® Enterprise PM. From the main toolbar, select the Posting icon. The Batch Posting window opens. Double-click the batch you want to post. The Payment Entry window opens. To transfer an encounter credit, select or enter the applicable details in the Patient/MRN and Enc/Clm#. Select Xfer Credit. NextGen® Enterprise PMcreates the adjustment automatically. The transaction, Transfer Credit To Account, appears in Pay Code as a debit a

Help Guide for NextGen® Enterprise PM 8

Transfer Unapplied Encounter Credits to an Account

If you created an unapplied credit for the encounter but want to create it for the account, you can transfer the credit. The adjustment transaction codes are automatically created when moving an unapplied encounter credit to an account. Each debit adjustment,has an offsetting credit adjustment. Note: You cannot delete unapplied payments or unapplied credits until they are posted. If part of an unapplied payment is transferred to an account or applied to an encounter, then it cannot be deleted without first deleting the system-generated transactions. Open NextGen® Enterprise PM. From the main toolbar, select the Posting icon. The Batch Posting window opens. Double-click the batch you want to post. The Payment Entry window opens. To transfer an encounter credit, select or enter the applicable details in the Patient/MRN and Enc/Clm#. Select Xfer Credit. NextGen® Enterprise PMcreates the adjustment automatically. The transaction, Transfer Credit To Account, appears in Pay Code as a debit a

Transfer an Unapplied Encounter Credit to an Account

Recommendations

Create a Credit Balance with an Unapplied Account Credit

Use a Co-payment as an Unapplied Encounter Credit

Applying Encounter Unapplied Credits in a Batch

Create an Unapplied Credit Amount at the Account Level

Transfer Unapplied Encounter Credits to an Account

Transfer Unapplied Encounter Credits to an Account

Transfer an Unapplied Encounter Credit to an Account

Create a Credit Balance with an Unapplied Account Credit

Use a Co-payment as an Unapplied Encounter Credit

Applying Encounter Unapplied Credits in a Batch

Create an Unapplied Credit Amount at the Account Level

Transfer Unapplied Encounter Credits to an Account

Transfer Unapplied Encounter Credits to an Account