Balance Batch Header Records

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

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

Post a Budget Payment

You can select different payment source types for posting budget payments in Budget Accounts under Practice Preferences. NextGen® Enterprise PM recommends Accounts and Encounter source types as options on the Payment Entry windows. This enables you to apply patient payments to a budget regardless of selected source/Accnt and avoid any budget payment errors. 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 Source/Accnt list, select Budget. A budget payment is posted incorrectly if you select the default value of Encounter for Source/Accnt. The Payment Entry window refreshes with new fields. Enter the account name in Account or select Find Account Search Account Button. Accounts that match the search criteria appear in the Account list. Select the desired account. The Payment Entry window displays accounts detail and summary information for the account. In Paycode, s

Help Guide for NextGen® Enterprise PM 8

Enter a Transaction for an Account

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 Source/Acct, select Account. In Account, enter the first few letters of the account name or select Account Lookup . Account records matching the search criteria appear in the Account list. Note: A status indicator for the data retrieval appears for an account with more than 100 line items. Large Account mode activates when more than 1000 items are retrieved and displayed. For more information on the number of line items displayed in the Large Account mode or modifying the number of line-items, contact NextGen Healthcare Support. Double-click the desired account. In Pay Amt, enter the payment amount. NextGen Healthcare displays Account Payment as the pay code. If necessary, enter an adjustment amount in the Adj Amt field. NextGen Healthcare displays Account Adjustment for the adjustment code. Select Recalc, and then s

Help Guide for NextGen® Enterprise PM 8

Enter a Deductible Amount in Payment Entry

You can enter the deductible amount manually from Explanation of Benefits (EOB) during the payment entry process or automatically through the Electronic Remittance Advice (ERA) process. You can track the deductible amounts using various reports. CAUTION: The Deductible Amount field is cumulative. For example if you have a transaction with five lines, each with a $10.00 deductible, then the transactions ledger in chart will display a transaction line item with a summarized $50.00 total for deductible. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the desired batch header record. The Payment Entry window opens. Enter the encounter number in Enc/Clm#. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. Select Open. The Payment Entry window is available for modifications. In Deduct, enter the deductible amount, and then select Save. Note: The patient deductible

Balance Batch Header Records

Recommendations

Post Transactions in the Batch Header

Enter an Invoice Payment

Transaction Posting Process

Post a Budget Payment

Enter a Transaction for an Account

Enter a Deductible Amount in Payment Entry

Post Transactions in the Batch Header

Enter an Invoice Payment

Transaction Posting Process

Post a Budget Payment

Enter a Transaction for an Account

Enter a Deductible Amount in Payment Entry