Adjustments by Encounter Report

Help Guide for NextGen® Enterprise PM 8

Adjustments by Transaction Report

The Adjustments by Transaction report displays all adjustments for a specified time frame. It is sorted by batch date and batch number. Totals are for adjustment amount, with a subtotal for each posting date within each location, subtotal for each location, and grand total of all locations. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Transaction > Adjustments. From the Report Filter window, select the Info button to view the following information about the report: Logic Filtering Info Common Uses Balances to the Following Reports Adjustments by Transaction Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Adjustments

Help Guide for NextGen® Enterprise PM 8

Refunds by Encounter Report

The Refunds by Encounter report identifies the primary payer of the encounter as the payer for the transaction. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Encounter > Refunds. From the Report Filter window, select the Info button to view the following information about the report: Logic Filtering Info Common Uses Balances to the Following Reports Refunds by Encounter Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Refunds

Help Guide for NextGen® Enterprise PM 8

Payments by Encounter Report

The Payments by Encounter report shows payments that have taken place during a specific date range. The reports display transactions under the primary payer or financial class on the encounter. These are line-item based reports that show the breakdown of the total transaction amount as applied to each individual line item. If Reason Codes are included, the codes selected at the lowest (line item section) of the Payment Entry window appears. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Encounter > Payments. Note: Payments by Encounter report can be made available to use enhanced reporting functionality. For more information, refer to Enhanced Reports in NextGen® Enterprise PM. From the Report Filter window, select the Info button to view the following information about the report: Logic Filtering Info Common Uses Balances to the Following Reports Payments by Encounter Report Columns You can choose the columns for the Payments by Encounter repor

Help Guide for NextGen® Enterprise PM 8

Enhanced Reports in NextGen® Enterprise PM

An Enhanced Reporting feature can be made available to improve the system performance for specific reports in NextGen® Enterprise PM. These are reports that are typically database intensive when they are generated due to the large amount of data being reported. When made available, a new user interface and paging mechanism is used that allows these reports to be generated, viewed, printed and exported in a timelier manner. Enhanced Reporting is available for the following reports: General Significant Events Claim Status Estimate Patient Cost Daily Activity Detail By Line Item Payments By Transaction Payments By Encounter Payments Accounts Receivable Aging Analysis by Encounter Aging Analysis by Line Item Collections > Insurance Aging Analysis Collections > Insurance Aging Analysis – Age Responsible Balances Only Monthly Change in Accounts Receivable by Encounter Change in Accounts Receivable by Line Item Service Item Summary Extended Amount and Transactions Service Item Summary Transac

Help Guide for NextGen® Enterprise PM 8

Daily Adjustments

To balance adjustments for the day, run a Daily Adjustments report. Three variations of the report are available: Daily by Line Item Adjustments Daily by Transaction Adjustments Daily by Encounter Adjustments Adjustments by Line Item Report You can generate the Adjustments by Line Item report in NextGen® Enterprise PM. Adjustments by Transaction Report You can generate the Adjustments by Transaction report in NextGen® Enterprise PM. Adjustments by Encounter Report You can generate the Adjustments by Encounter report in NextGen® Enterprise PM. Parent topic: Daily Reports

Help Guide for NextGen® Enterprise PM 8

Adjustments by Encounter Report

The Adjustments by Encounter report identifies the primary payer of the encounter as the payer for the transaction. To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily, then select By Encounter, and then select Adjustments. From the Report Filter window, select the Info button to view the following information about the report: Logic: The report will return one line for each line item posted within the transaction. For example, if an encounter has three charges and a transaction is spread against all three charges, this report will return three lines, one for each line item. Transactions are reported against the Primary Payer/Financial class of the Payer on the Encounter. Filtering Info: Post Date is hard-coded and stamped by the system when the transaction batch is posted. Process Date is derived from the Batch Header when the batch is created. If this is left blank, the system will populate the process date with the posting date. Trans Transaction

Adjustments by Encounter Report

Recommendations

Adjustments by Transaction Report

Refunds by Encounter Report

Payments by Encounter Report

Enhanced Reports in NextGen® Enterprise PM

Daily Adjustments

Adjustments by Encounter Report

Adjustments by Transaction Report

Refunds by Encounter Report

Payments by Encounter Report

Enhanced Reports in NextGen® Enterprise PM

Daily Adjustments

Adjustments by Encounter Report