Add a Transaction to a Batch

Help Guide for NextGen® Enterprise PM 8

Transaction Posting Process

NextGen Healthcare processes all monetary payments through batches. All transactions including charges, payments and adjustments are recorded in batches. Each batch is distinctive and can be accessed by a specific user or anyone in the practice. You can initiate the payment posting process by creating a batch header to enter relevant information for the batch. The header batch opens to ensure payments, adjustments and refunds are balanced. Transaction posting process involves the following. Creation of a batch header record for identifying all patient and payment parameters. Recording payments, adjustments, and refunds for a batch. Printing the batch transaction record. Posting the batch record. Payments and Adjustments All transactions in NextGen® Enterprise PM are comprised of payments and adjustments. Understanding Payment Responsibility NextGen® Enterprise PM uses the figurative concepts of buckets to describe the movement of patient responsibility. Parent topic: Posting Transactio

Help Guide for NextGen® Enterprise PM 8

Enter an Encounter 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. Payment Entry Window Enter the desired payment information. Select Save. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Post Transactions in the Batch Header

In NextGen Healthcare, posting a transaction permanently records the transaction and cannot be modified or deleted. You must use a correcting transaction to reverse any transaction posted in error. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select the batch header to post. Select open menu , and then select Post. A message appears asking for a confirmation to post the batch and its associated transactions. Select OK. The Batch Listing report preview opens, and a message appears confirming the successful posting of the batch. Select OK. To review all the transactions in the batch, select on the Batch Listing report menu. A message appears stating that the printing of the report is in progress. Note: You cannot print the Batch Listing report after the posting process is completed. To review the batch activity after completing the posting process, you can run the System reports on the batch date. Select Close Report . The Batch Posti

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. 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 Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Open the Active Patient Records for Making Payment Entries

From the main toolbar in NextGen® Enterprise PM, select Posting. In the Batch Posting window, double-click the batch header record. In the Payment Entry window, select the open menu icon next to Patient/MRN, and then select Access Active Patient. The active patient details and the patient's most recent encounter appear. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Add Transactions from Patient Records

Before you begin You must select the batch before adding transactions from the selected patient record. Open NextGen® Enterprise PM. On the main toolbar, select Posting. The Batch Posting window opens. Right-click the batch, and then select Set as Active Batch. A green check mark appears on the selected batch. Note: You can also select the batch in Edit > Session Settings > Active Batch in the Session Settings window. Search for and select the patient record for the encounter from one of the following locations: Tasks > Lookup > Appointments. Tasks > Lookup > Encounters. Tasks > Lookup > Charts. From the People Maintenance window, select Chart, and then select the Encounters tab. Right-click the patient or the encounter or appointment if an encounter is attached, and then select Add Transaction. The Payment Entry window opens. Enter the transaction details, and then select Recalc. Select Save. The transaction is recorded to the active batch. Parent topic: Viewing Reconciled Transaction

Add a Transaction to a Batch

Before you begin

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Transaction Posting Process

Enter an Encounter Payment

Post Transactions in the Batch Header

Enter an Invoice Payment

Open the Active Patient Records for Making Payment Entries

Add Transactions from Patient Records

Transaction Posting Process

Enter an Encounter Payment

Post Transactions in the Batch Header

Enter an Invoice Payment

Open the Active Patient Records for Making Payment Entries

Add Transactions from Patient Records