Working with Sub Batches

Help Guide for NextGen® Enterprise PM 8

Create a Quick Batch

To quickly create a batch header record with the need to work with the Batch Maintenance window, you can create a Quick Batch. When you create a Quick Batch, the application uses the current system date as the default date for the batch. Note: If a Quick Batch is created in NextGen® Optical Management, the batch appears as an optical batch in NextGen® Enterprise PM. From the main toolbar, select the Posting icon. The Batch Posting window opens. Select the open menu icon, select New, and then select Quick Batch. The Quick Batch window opens. Enter a name for the batch and select OK. Parent topic: Managing Batches

Help Guide for NextGen® Enterprise PM 8

Balance the Batch Header Record

After entering all the transactions, you must balance the batch header record before posting the batch to the accounts receivable record. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select a batch, select the open menu icon, and then select Ledger. The Transaction Ledger window opens. Select Header. The Batch Maintenance window opens. Compare the amount in Total Billed, Total Allowed, and Total Paid of the Batch Maintenance window to the Transaction Ledger window. If the amounts do not match, change the amounts as necessary. CAUTION: Every batch item entered will have a corresponding billed amount is entered. If you have a charge of $25.00 and you receive two separate checks to apply to the charge, the charge shows on the ledger twice. The billed amount for the two checks is $50.00, not $25.00. Verify that the number of payments match the payments on the ledger. Do not include adjustments. Note: The Payments field along with the Su

Help Guide for NextGen® Enterprise PM 8

Setting Batch Security

You can secure a batches to a specific users in practices where the payments till is being shared or there are multiple users adding transactions to a given batch. NextGen® Enterprise PM allows practices to secure a batch to a single user to prevent any incorrect transactions from being added to the batch. You can secure a batch in the Batch Maintenance window using any of the following: Set batch security to a single batch or multiple batches at the batch header level. Set batch security to a single batch in a batch group without multiple batches. Set the batch security to define if the batch can be changed in any way. Secure a Single Batch You can secure a single batch to a user using the Batch Maintenance window. Secure a Single Batch in a Batch Group Parent topic: Managing Batches

Help Guide for NextGen® Enterprise PM 8

Managing Optical Batches

Users in NextGen® Optical Management can create batch header records to handle transactions related to optical orders. You can view and work with these optical batches within NextGen® Enterprise PM by selecting the Show Optical batches check box in the Batch Posting window. You can also create an optical batch within NextGen® Enterprise PM by selecting the Optical Batch check box in the Batch Maintenance window. Parent topic: Managing Batches

Help Guide for NextGen® Enterprise PM 8

Create an Enterprise Batch Grouping

You can create transaction batch grouping using Enterprise Batch Grouping feature in NextGen® Enterprise PM. streamline transaction entry and batch balancing by using enterprise batch grouping. Enterprise batch groups are comprised of transaction batches from multiple practices within an enterprise. They enable users to enter, balance, and post transactions from multiple practices. In the Batch Posting window, you can create a batch grouping by selecting which practices the application creates transaction batches for. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select open menu icon, select New, and then select Enterprise Batch Grouping. The Enterprise Batch Grouping Maintenance window opens. Enter the enterprise batch grouping description, and the date fields. In the Practice section, select the practices to include in the batch grouping. To subgroup the transactions into an appropriate category, select the value from Transaction

Help Guide for NextGen® Enterprise PM 8

Determining the Active Batch

The Active Batch Active Batch Icon is used to indicate the session's active batch during the posting process. You can only post transactions to an active batch. A Active Batch Icon appears when a single batch or a sub-batch of a batch group is set as active for the session. Batch Posting window Note: If a sub-batch is set as the active batch, the Active Batch Icon only appears next to the active sub-batch. You can only view the Active Batch Active Batch Icon when you expand the batch group. You can set an active batch from the Session Settings window or the Batch Posting window. Only one batch can be set as the active batch for a session. Select an Active Batch You can use the Batch Posting widow to set a batch as an active batch. Parent topic: Managing Batches

Working with Sub Batches

Recommendations

Create a Quick Batch

Balance the Batch Header Record

Setting Batch Security

Managing Optical Batches

Create an Enterprise Batch Grouping

Determining the Active Batch

Working with Sub Batches

Create a Quick Batch

Balance the Batch Header Record

Setting Batch Security

Managing Optical Batches

Create an Enterprise Batch Grouping

Determining the Active Batch