Adjustments by Transaction Report

Help Guide for NextGen® Enterprise PM 8

Adjustments by Line Item Report

The Adjustments by Line Item report is a line item report showing all adjustments for a specified time frame. It is sorted by location name, posting date, 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. NextGen Healthcare recommends that you only choose one of the Filter 1 date ranges (posting date, process date, or transaction date) to generate a meaningful report. To show the process date, be sure to specify the Process Date rather than the create date on the Filter 1 tab. The Daily Adjustments, Payments and Refunds Reports balances to the Monthly Transaction reports. They do not balance to the adjustments, payments and refunds columns in the Monthly Service Item Summary report. This is because the Daily reports show unapplied amounts, while the Monthly Service Item report does not. Also, the Service Item Summary report is a charge-based report and

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. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Encounter > 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 Encounter Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Adjustments

Help Guide for NextGen® Enterprise PM 8

Payments by Transaction Report

The Payments by Transaction report displays all transactions that have payments made to them. The report is sorted by billing date. Totals are for payment amount for each listed date. When the payments are entered into a batch, a system generated Batch Listing report is run to balance the payments in that batch to the total amount of cash, checks, and credit card receipts. This report can be used to balance those batch totals to the amount of the daily deposit. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Transaction > Payments. 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 Transaction Report Columns You can choose the columns for the Payments by Transaction report. Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Payments

Help Guide for NextGen® Enterprise PM 8

Refunds by Transaction Report

The Refunds by Transaction report displays all refunds associated with each listed transaction with a specified time frame. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Transaction > 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 Transaction 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 Line Item Report

The Payments by Line Item report is a line item report that displays all transactions that have payments made to them. The report is sorted by: Location name Posting date Batch date Batch number Totals are for payment amount, with a subtotal for each posting date within each location, subtotal for each location, and grand total of all locations. NextGen Healthcare recommends that you only choose one of the Filter 1 date ranges (posting date, process date, or transaction date) to generate a meaningful report. To show the process date, specify the Process Date rather than the Create Date on the Filter 1 tab. The Daily Adjustments, Payments and Refunds Reports balances to the Monthly Transaction reports. They do not balance to the adjustments, payments and refunds columns in the Monthly Service Item Summary report. This is because the Daily reports show unapplied amounts, while the Monthly Service Item report does not. Also, the Service Item Summary report is a charge-based report and onl

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

Adjustments by Transaction Report

Recommendations

Adjustments by Line Item Report

Adjustments by Encounter Report

Payments by Transaction Report

Refunds by Transaction Report

Payments by Line Item Report

Enhanced Reports in NextGen® Enterprise PM

Adjustments by Line Item Report

Adjustments by Encounter Report

Payments by Transaction Report

Refunds by Transaction Report

Payments by Line Item Report

Enhanced Reports in NextGen® Enterprise PM