Using Process Date Override

Help Guide for NextGen® Enterprise PM 8

Viewing Transaction Dates

All transactions including payments, adjustments, and refunds can have the following dates associated with them: Transaction Date The transaction date is the date on which the payment is received. This date defaults from the Default Date selected in the Batch Maintenance window. You can modify the transaction date before the batch is posted. The transaction date cannot be modified after the batch has been posted. Post Date The post date is the date on which the transaction batch is posted. The post date is the system date and users cannot be modified. Process Date The Process date is the date recorded during the practice closing process. You can modify the process date before the batch is posted. The process date cannot be modified after the batch has been posted. The process date could be the following: The process date is same as the post date for Auto Close if not overridden by a backdate in the Batch Maintenance window. The process date is the Current Process Date displayed on the

Help Guide for NextGen® Enterprise PM 8

Security for Process Date Override

With the appropriate security rights, you can override (backdate) the Process Date for charges and transactions so that they appear on reports for the desired financial period. Month end and other reports printed for financial management purposes are typically run using a Process Date range. Only users with access rights to the following options in System Administrator can override the Process Date for charges and transactions. Operations > Transactions > Batch Process Date Override Yes: Users can access the Process Date field on the transaction Batch Maintenance window and they can enter an override process date for batches as needed. Transactions within the batch will have a process date equal to the date specified by the user. No: Users cannot access the Process Date field on the transaction Batch Maintenance window. Transactions within the batch will have a process date equal to the post date of the batch. Operations > Charge Entry > Charge Process Date Override Yes: Users can acce

Help Guide for NextGen® Enterprise PM 8

Manual Practice Closing

The application's Manual Closing process enables you to: Extend the process date longer than the 24-hour "lock-down" period used with Automatic Closing. Delete charges until the period is closed. The Manual Closing process functions only when the Auto Close process is not enabled. To simplify the Manual Closing feature, the application automatically sets the close date to the system date of the application server. You cannot change the close date unless the server date changes. CAUTION: If you are using Manual Closing instead of Auto-Closing, it is very important that you close out your practice on a regular basis. This directly affects the accuracy of the reports you generate. Setting Up a Minimum Override Process Date The Minimum Override Process Date feature enables you to set a minimum cut-off date for overriding the current process date for practice closing. Parent topic: Closing Out

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

You can process procedures from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the Process Pending Charges window. You can process charges for multiple encounters at the same time. Open NextGen® Enterprise PM. From the File menu, select Processes, and then Pending Charges. The Process Pending Charges window opens. Enter the appropriate Search Criteria section to locate the desired pending charges. Select Service Location, and then select one or more charge locations or leave it blank for charges from any location. Select Rendering Physician, and then select one or more charge rendering providers or leave it blank for charges from any provider. Select Service Dates From/To, and then enter a charge service date range or leave it blank for charges from any date. Select Financial Class, and then select one or more charge financial class or leave it blank for charges from all financial classes of the primary payer of the pending charge. S

Help Guide for NextGen® Enterprise PM 8

Process Date Overrides

Authorized users can override the current process date for all transactions attached to a batch so that they appear on reports for the desired financial period. Using the Process Date field in the Batch Maintenance window, you can control the transaction date of the batch. To authorize a user, he or she must have access to the Batch Process Date Override function. When you leave the Process Date field blank in the transaction Batch Maintenance window, the process date assigned to all transactions in the batch is as follows: Auto Close - Process Date = Current System Date Manual Close - Process Date = Current Process Date (displayed when the close is performed) If necessary for reporting purposes, you can override the process date on the transaction Batch Maintenance window so that transactions entered in the batch are processed in a previous financial period. For example, a practice closes its month five business days after the calendar month end to give data entry personnel extra time

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from Reports

You can process procedures from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the EHR Manual Charge Processing Pending report. You can process charges for one encounter at a time. Open NextGen® Enterprise PM. From the Reports menu, select General, and then select EHR Manual Charge Processing–Pending. The NextGen Report Filter window opens. Filter the report to include the desired charges. Filter 1: Enter a charge Create Date range or leave blank for charges created on any date. Locations: Select one or more charge Service Locations or leave blank for charges from any location. Select OK. The Report Preview window opens. Double-click the patient’s encounter. The Encounters tab on the Patient Chart opens. Right-click the selected encounter and select Charges from the menu. The Charge Posting window opens with a message. Do one of the following: Select Process to accept the charges. The charges are removed from the pending charges hold

Using Process Date Override

Recommendations

Viewing Transaction Dates

Security for Process Date Override

Manual Practice Closing

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

Process Date Overrides

Process NextGen® Enterprise EHR Charges from Reports

Viewing Transaction Dates

Security for Process Date Override

Manual Practice Closing

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

Process Date Overrides

Process NextGen® Enterprise EHR Charges from Reports