Activate Auto Close

Help Guide for NextGen® Enterprise PM 8

Manual Practice Closing

NextGen® Enterprise PM 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, NextGen® Enterprise PM 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 You can set a Minimum Override Process Date in NextGen® Enterprise PM. Parent topic: Closing Out

Help Guide for NextGen® Enterprise PM 8

Closing Out

During the closing process, manual or automatic, NextGen® Enterprise PM stamps each charge and transaction with a process date. When you perform the Closing Process, any financial aspects of the charges dated before the current processing date can no longer be modified. You can, however, still change: Rendering physician Modifiers Place of service Applying a date stamp, such as the process date, allows accurate financial reporting on daily, monthly, quarterly and yearly basis. Activate Auto Close The Auto Close process occurs every night when the system calendar date changes on the database server. You can activate auto close in NextGen® Enterprise PM. Manual Practice Closing Closing an application manually enables you to extend the process date and delete charges. Daily Balancing for the Front Office and Back Office Daily balancing reports helps you perform front office and back office functions.

Help Guide for NextGen® Enterprise PM 8

Activate Auto Close

Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List on the left, select General. To enable auto close, select the Auto-closing check box. To save changes and close the window, select OK. Parent topic: Auto Close

Help Guide for NextGen® Enterprise PM 8

Override Date Using Auto Close

You can use the Auto Close process to override the process date on charges and transactions. The Autoclose process functions only if all charges or transactions for the current financial period are entered, and processed before any charges or transactions are entered for the next financial period. You can use the following process flow for the Auto Close option in NextGen® Enterprise PM: Turn off the Auto Close process for the last few days of the month. Turning the Auto Close process off keeps the month open until all charges and transactions are entered for the financial period. Perform a manual close when you are ready to close the financial period. Turn on the Auto Close process for the new financial period. For information on activating Auto Close, go to the NextGen Healthcare Success Community and download the Practice Workflow User Guide for NextGen® Enterprise PM. Parent topic: Process Date Override

Help Guide for NextGen® Enterprise PM 8

Using Process Date Override

You can use the Auto Close process to override the process date on charges and transactions. The Autoclose process functions only if all charges or transactions for the current financial period are entered and processed before any charges or transactions are entered for the next financial period. You can use the following process flow for the Auto Close option in NextGen® Enterprise PM: Turn off the Auto Close process for the last few days of the month. Turning the Auto Close process off keeps the month open until all charges and transactions are entered for the financial period. Perform a manual close when you are ready to close the financial period. Turn on the Auto Close process for the new financial period. For information on activating Auto Close, go to the NextGen Healthcare Success Community and download the Practice Workflow User Guide for NextGen® Enterprise PM. Parent topic: Viewing Transaction Dates

Help Guide for NextGen® Enterprise PM 8

Auto Close

The Auto Close process occurs every night when the system calendar date changes on the database server. The Auto Close process records a Process Date for: Every charge that was entered during the day Every transaction posted during the day The Process Date during Auto Close is taken from the current system date on the database server. When a process date is entered on the Batch Maintenance window, the process date for all transactions within the batch during Auto Close is taken from the process date in the batch header. Activate Auto Close You can activate auto close. Parent topic: Closing Out

Activate Auto Close

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