Void a Charge with No Transactions

Help Guide for NextGen® Enterprise PM 8

Void a Charge with Contract Auto-Adjustments

If there is a contract auto-adjustment on a charge, then you can void the charge and the auto-adjustment will be reversed. The contract auto-adjustment transactions are reversed regardless of the Allow Sign Override setting in the File Maintenance. Open the Charge Posting window for the desired encounter. Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the encounter, and then select the charge with auto-adjustments. To void the charge, do one of the following: Select the Void button. Right-click the charge, and then select Void. A message appears stating that the charge has an auto adjustment and transactions applied. If voided, the charge cannot be reversed. To reverse the auto-adjustments and void the charge, select OK. The voided charge is now crossed-out. The original charge amount and quantity are reversed using a system-generated Void Charge adjustment transaction code. The reversed amount appears in the Adjustment column of the ledger. To vie

Help Guide for NextGen® Enterprise PM 8

View a Voided Charge from the Patient Chart

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Select the patient, and then select Find. The Patient Chart window opens. Select the Encounters tab. Select the desired encounter. Select the Transactions sub-tab. All charges, voided charges, and transactions appear for the encounter. Parent topic: Voiding Charges

Help Guide for NextGen® Enterprise PM 8

Voiding Charges

You can void the processed charge from the encounter on the Charge Posting window. A voided charge remains on the encounter. The original charge amount and quantity are automatically reversed. You cannot void a processed charge with an unposted transaction. You must remove the transaction if you want to void the charge. You can void a processed charge with a posted transaction. The posted transaction results in a credit balance on the voided charge. The Void button on the Charge Posting window is available for the following: Processed charges with no transactions. Processed charges with auto-adjustments. Processed charges with posted transactions. Note: When you void a charge, tax charges are also voided. Void a Charge with No Transactions You can void a charge with no transactions. Void a Charge with Contract Auto-Adjustments You can void a charge with Contract Auto-Adjustments. View a Voided Charge from the Patient Chart You can view voided charges on the Patient Chart, Transactions

Help Guide for NextGen® Enterprise PM 8

Reverse a Charge

To reverse a charge, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Enter a new charge. Select QTY, and then enter -1. The system negates the original charge. Type a note in the Notes field to explain the reversal for audit purposes. Select OK. Note: If the initial charge had an automatic adjustment applied to it, you must edit the initial charge before reversing a charge. Parent topic: Deleting Charges

Help Guide for NextGen® Enterprise PM 8

Modify Discounts on Charges

To modify discounts on charges, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter. Select Discounts on the Charge Posting toolbar. The Discounts window opens. Edit the desired fields to modify discounts on charges. Select OK. The application reverses the original discount adjustments from the parent charge and tax charges. It then applies new discounts to the parent charges and their associated tax charges using the selected Non-In Progress discount adjustment code. After the new adjustments are posted to the system-generated transaction batch, the application checks to see if any of the discounts need to be approved. When the adjustments are then approved, the new adjustments become finalized within the A/R: Adjustments display in financial reports. Adjustments display in black ink within the patient chart. Patient Statements generated display the new discount adjustments. Parent topic: Charge Disco

Help Guide for NextGen® Enterprise PM 8

Reassign Patient Balances

To move patient balances for all charges, do the following: Open NextGen® Enterprise PM. Select Charges. The Charge Posting window opens. Select the desired patient and encounter, and then select the Balance Control icon. The Balance Control window opens. Right-click Pat Amt, and then select Move all Pat balances to. From the sub-menu, select one of the following: Ins1: Moves patient balances on all charges from the Pat Amt bucket to the Ins1 Amt bucket. Ins2: Moves patient balances on all charges from the Pat Amt bucket to the Ins2 Amt bucket. Ins3: Moves patient balances on all charges from the Pat Amt bucket to the Ins3 Amt bucket. Pat Amt: N/A Note: The Ins1, Ins2 and Ins3 options available for selection is dependent on the number of insurances linked to the encounter. Select the R column to flag charges to be rebilled, if needed. To save changes and close the window, select OK. To move patient balances for selected charges, do the following: Open the Balance Control window for the

Void a Charge with No Transactions

Recommendations

Void a Charge with Contract Auto-Adjustments

View a Voided Charge from the Patient Chart

Voiding Charges

Reverse a Charge

Modify Discounts on Charges

Reassign Patient Balances

Void a Charge with Contract Auto-Adjustments

View a Voided Charge from the Patient Chart

Voiding Charges

Reverse a Charge

Modify Discounts on Charges

Reassign Patient Balances