Working on Small Balance Write-off Tasks

File Maintenance Help for NextGen® Enterprise 8

Set Up Auto Worker Tasks for Small Balance Write-Offs

You can set up tasks to automatically write off small balances each night based on selecting an action from a list. These tasks are worked automatically by the application based on the Auto Worker action chosen and completed. The completed task is then reflected in the Worklog and the Edit Task dialog box in NextGen® Enterprise PM. Auto Worker creates a transaction batch and, on the next day, the NextGen® Enterprise PM user must post the transaction batch. For each day that the batch is not posted, auto worker continues to create additional tasks for the same encounter and new batches will be created every day. To set up a task to automatically write off small balances, perform the following steps: Open or set up new task types. On the Task Types dialog box, select the Options tab, then set the Default Priority to Low, Normal, or High. Select the Auto Creation tab. In the Source Type field, select Encounter. This is a required field. A list of task action descriptions for that source t

File Maintenance Help for NextGen® Enterprise 8

Setting Up Tasks for Auto Worker

You can set up tasks to be automatically processed each night without any human interaction. These tasks are worked automatically by the application based on the Auto Worker action chosen and completed. The completed task is then reflected in the Worklog and the Edit Task dialog box in NextGen® Enterprise PM. The list of available Auto Worker actions changes depending on the selection in the Source Type field and which Auto Creation actions are selected. Notes: Because the auto worker processes tasks unattended, you cannot activate an Auto Completion action and an Auto Worker action in the same task. When you open an automatically-worked task in NextGen® Enterprise PM, Auto Worker is selected by default in the Completed By field; and the Completed By and the Completion date fields cannot be changed. Auto Worker also displays as the Completed By user ID in task detail reports. In NextGen® Enterprise PM, you cannot select Auto Worker for a task that has not been automatically worked. Set

File Maintenance Help for NextGen® Enterprise 8

Setup Auto Worker Tasks for Credit Balance Write-Offs

You can setup a Task Type to automatically write-off credit balances that are less than zero at the account level. After the task is activated, accounts are automatically identified when a guarantor credit meets the defined parameters. This occurs when the third party balance is zero. Then the application automatically writes-off the credit balances. Access File Maintenance System Master Files > PM > Tasks Types. The Task Types List window appears. Select the Open Menu button and select New. The Task Types window appears. In the Task Type field, enter a free-text description for the task. This field is required. In the Source Type field, select Account or Encounter. This field is required. Complete the Task Value, Task Subgrouping 1, Task Subgrouping 2, and Note fields as needed for the task. Select the Auto Worker tab. A list of auto-create actions for the Account source type display. The list represents the various events in NextGen® Enterprise PM that can be selected to automaticall

File Maintenance Help for NextGen® Enterprise 8

Setup Auto-Create Tasks for Credit Balance Write-Offs

You can setup a Task Type to automatically write-off credit balances that are less than zero at the account or encounter level. After the task is activated, accounts are automatically identified when a guarantor credit meets the defined parameters. This occurs when the third party balance is zero. Then the application automatically writes-off the credit balances. Access File Maintenance System Master Files > PM > Tasks Types. The Task Types List window appears. Select the Open Menu button and select New. The Task Types window appears. In the Task Type field, enter a free-text description for the task. This field is required. In the Source Type field, select Account or Encounter. This field is required. Complete the Task Value, Task Subgrouping 1, Task Subgrouping 2, and Note fields as needed for the task. Select the Auto Creation tab. A list of auto-create actions for the Account source type display. The list represents the various events in NextGen® Enterprise PM that can be selected

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

System Administrator Help

Transactions Module

Subgroup Used in Description Balance Control NextGen® Enterprise PM Enables users to access to the Balance Control window to move a balance for an encounter from one party (insurance/guarantor) to another. Batches NextGen® Enterprise PM Enables users to create and modify transaction batches for entering payments, adjustments, and refunds. Enterprise Batch Groupings NextGen® Enterprise PM Enables users to create, modify, and delete batch groupings. For more information about enabling enterprise batch groupings, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Transaction Adjustments/ Refunds NextGen® Enterprise PM Enables users to add, modify, and delete adjustments and refunds within a transaction batch. Note: If you want users to be able to perform refund vendor matching, you must also set the Operations Transactions Vendor Matching security right to Yes. Transaction Payments NextGen® Enterprise PM Enables u

Working on Small Balance Write-off Tasks

Recommendations

Set Up Auto Worker Tasks for Small Balance Write-Offs

Setting Up Tasks for Auto Worker

Setup Auto Worker Tasks for Credit Balance Write-Offs

Setup Auto-Create Tasks for Credit Balance Write-Offs

Managing Batches

Transactions Module

Set Up Auto Worker Tasks for Small Balance Write-Offs

Setting Up Tasks for Auto Worker

Setup Auto Worker Tasks for Credit Balance Write-Offs

Setup Auto-Create Tasks for Credit Balance Write-Offs

Managing Batches

Transactions Module