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 in the Session Settings window.
- Search for and select the patient record for the encounter from one of the following locations:
- 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.
