Before you begin
You must select a numeric value from 1 to 1000 for the unapplied credit encounter limit in
Unapplied credit encounter limit on the
Transactions tab in the
Practice Preference window. The default numeric value is 100.
Note: When the number of encounters in the Unapplied Encounter Credits window equals the process limit, a message appears indicating that the query is truncated based on your unapplied credit encounter limit set in the practice preferences. You can run the process again for additional transactions in a separate batch.
- Open NextGen® Enterprise PM.
- Select .
The Unapplied Encounter Credits window opens.
- In Filter Criteria, select the following, and then select the appropriate checkboxes, if needed:
- Encounter Location
- Encounter Rendering
- Include Transactions
Note: The Encounter date range uses the current date by default. The Process encounters where pat amt = unapplied amt option is selected by default.
The encounter date range filter is mapped to the encounter date and not the transaction closing date. The total unapplied amount for the listed encounters in the
Unapplied Encounter Credits window does not balance to the unapplied amounts by account, invoice, and encounter report because the date filters are different. Encounter balance does not reflect encounters with unposted transactions.
- Select Find.
A list of encounters with a patient balance that have unapplied encounter-level payments appear in the Unapplied Encounters List section.
- Optional: Clear the checkbox for the encounters you do not want to process in the batch.
Note: All unapplied encounter credits are selected by default.
- If you want to set the batch to post through NextGen® Background Business Processor, select Post BBP.
Note: If you select Post BBP before selecting Process in the Unapplied Encounter Credits window, the application automatically creates an unapplied batch as a BBP batch. You can view Auto Unapplied Batch in the Batch Posting window.
- Select Process.
The system automatically creates a balanced batch and a message appears stating the number of encounters processed in the batch.
Note: If you want to process unapplied encounter credits that have a patient balance not equal to the unapplied amount, you can select Process unapplied with patient balance.
