Using Recalc Function in Payment Entry

Help Guide for NextGen® Enterprise PM 8

Managing Batches

In NextGen® Enterprise PM, batches are sets of payment, adjustment, and refund transactions. You can create batches for each location, each day, or for each practice. For example, a batch can be created for a check-in staff to record all the transactions for the day. You can secure a batch or an enterprise batch grouping to a single user for security purposes. Any user without the appropriate security rights cannot access the transactions in the batch. You can also choose to remove an entire enterprise batch grouping from the list if none of the sub-batches are secured to the current user. You can use the Batch Maintenance window to manage batches for a given practice. Batch Status You can use the batch status for payment batches to denote the flow of line item balance. Determining the Active Batch You can only post transactions to a batch marked as active on the Batch Posting window. Balance the Batch Header Record Using Recalc Function in Payment Entry You can use the Recalc button o

Help Guide for NextGen® Enterprise PM 8

Enter an Invoice Payment

Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. In Src/Acct, select Invoice. In Invoice, select . The Account List window appears. Account List window To search for an invoice, enter the search criteria data, and then select Find. Invoices that match the search criteria appear in the Account List section of the Account List window. Double-click an invoice. The invoice charges appear in the Payment Entry window. In Pay Amt, enter the payment amount. Account Payment displays in Pay Code. In Adj Amt, enter an adjustment amount. Account Adjustment appears in Adjustment Code. Select Recalc, and then select Save. The balance due is recalculated, and saved. Parent topic: Posting Encounter and Account Level Payments

Help Guide for NextGen® Enterprise PM 8

Set Up a Payment Spread for a patient

When a payment is received and a patient has several line items with amounts due, NextGen® Enterprise PM applies payments to line items when a payment is entered on the Payment Entry window. The line items and applied payment amounts depend on the option you choose. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. Type the encounter number in Enc/Clm#, and press Enter. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. Select Open. The Payment Entry window become available for modifications. In Pay Amt, enter the payment amount. In Adj Amt, enter an adjustment amount. Select the line items to apply the spread amount.` Right-click the line-item, select Spread and then select one of the following options: FIFO FIFO - Pat Resp Date Weight Distribution Select Save. The selected payment spread is applied to t

System Administrator Help

Transactions Operation

Subgroup Used in Description Access Secured Transaction Batches NextGen® Enterprise PM Enables users to access transaction batches (payments/adjustments) that are secured to other users. Batch Posting NextGen® Enterprise PM Enables users to balance and post transaction batches (payments/adjustments/refunds). Batch Process Date Override NextGen® Enterprise PM Enables users to override the current process date for posting transactions. If done on the batch header, all transactions associated with that batch will have the specified process date. Credit Card Credit NextGen® Enterprise PM Enables users to reverse the credit card transactions posted against the charge. Credit Card Payment NextGen® Enterprise PM Enables users to post credit card transactions. Reset Blown Batch NextGen® Enterprise PM Enables users to reset a "blown" transaction batch (payments/adjustments/refunds). Reverse Adjustment NextGen® Enterprise PM Enables users to reverse adjustments from the Transactions tab in the p

Help Guide for NextGen® Enterprise PM 8

Adjustments by Transaction Report

The Adjustments by Transaction report displays all adjustments for a specified time frame. It is sorted by batch date and batch number. Totals are for adjustment amount, with a subtotal for each posting date within each location, subtotal for each location, and grand total of all locations. To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily, then select By Transaction, and then select Adjustments. 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 against all three charges, this report will return one line for the entire transaction. Transactions are reported against the Payer/Financial class of the Payer on the transaction. Filtering Info: Post Date is hard-coded and stamped by the system when the transaction batch is posted. Process Date is derived from the B

Help Guide for NextGen® Enterprise PM 8

Post a Budget Payment

After a guarantor is set up with a budget plan, if you receive any budget payment, you must enter and post it to the appropriate budget encounters or the budget plan to credit it correctly and remain in a normal status. Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Double-click to open the desired transaction batch. The Payment Entry window opens. In the Source/Account field, select Budget. When you enter payments on a budget plan with Source = Budget are recognized by the system as a budget payment, and the budget plan is updated as Budget Payment Posted and it prevents a budget plan from becoming delinquent due to non-payment. Note: When you enter payments on a budget plan with Source = Account or Encounter are also recognized as a budget payment is determined by the Transaction Sources that Apply to Budget setting in Practice Preferences > Budget Accounts. In the Account field, select the desired account by Name or by Account Number. The Number field d

Using Recalc Function in Payment Entry

Recommendations

Managing Batches

Enter an Invoice Payment

Set Up a Payment Spread for a patient

Transactions Operation

Adjustments by Transaction Report

Post a Budget Payment

Managing Batches

Enter an Invoice Payment

Set Up a Payment Spread for a patient

Transactions Operation

Adjustments by Transaction Report

Post a Budget Payment