Batch Listing Report Columns

Column Name	Description	Data Populates From
Bt Nbr	Batch Number	Batch Posting window
Bt Dt	Batch Date	Batch Posting window
Bt Desc	Batch Description	Batch Maintenance window
Proc Dt	Process Date	Batch Maintenance window
Tran Dt	Transaction Date	Batch Maintenance window
ST	Source Type Abbreviation	V = Visit I = Invoice
E/I/A/B	Source Number	Encounter Number Invoice Number Account Number Budget Number
Name	Patient Name	Patient Information
Tran Cd	Transaction Code	Payment Entry
Tran Amt	Transaction Amount	Payment Entry
Payer Name	Payer Name Note: The report displays the alternate payer name for a payment received from the alternate payer.	Payment Entry
Track Desc	Tracking Description	Payment Entry
Bt Itm	Batch Item Number	Transaction Ledger window

Help Guide for NextGen® Enterprise PM 8

Batch Listing Report

The Batch Listing report can be manually generated from the Batch Posting window by right-clicking on a transaction batch and selecting Print from the menu. The report is automatically generated when a transaction batch is posted. Note: If you do not print the Batch Listing report before or as you are posting, you do not have the ability to print the report again. It is imperative that you print the report after you have balanced the batch and before it is posted. The Batch Listing report lists transactions sorted by type (adjustments, payments and refunds), batch group information, batch number, batch date, batch description, and batch item. Totals are for Transaction Amount for each transaction type, with a grand total for the batch. The columns are type, batch number, date, and description, process date, transaction date, Encounter, Account or Invoice number and indicator ( V = Encounter, A = Account, I = Invoice, B = Budget), Patient/Employer/Guarantor name, transaction code, trans

Help Guide for NextGen® Enterprise PM 8

Batch Listing Report Columns

You can choose the following columns to appear on the Batch Listing report. Column Name Description Data Populates From Bt Nbr Batch Number Batch Posting window Bt Dt Batch Date Batch Posting window Bt Desc Batch Description Batch Maintenance window Proc Dt Process Date Batch Maintenance window Tran Dt Transaction Date Batch Maintenance window ST Source Type Abbreviation V = Visit I = Invoice E/I/A/B Source Number Encounter Number Invoice Number Account Number Budget Number Name Patient Name Patient Information Tran Cd Transaction Code Payment Entry Tran Amt Transaction Amount Payment Entry Payer Name Payer Name Note: The report displays the alternate payer name for a payment received from the alternate payer. Payment Entry Track Desc Tracking Description Payment Entry Bt Itm Batch Item Number Transaction Ledger window Parent topic: Batch Listing Report

Help Guide for NextGen® Enterprise PM 8

Batch Listing Report

The Batch Listing report can be manually generated from the Batch Posting window by right-clicking on a transaction batch and selecting Print from the menu. The report is automatically generated when a transaction batch is posted. Note: If you do not print the Batch Listing report before or as you are posting, you do not have the ability to print the report again. It is imperative that you print the report after you have balanced the batch and before it is posted. The Batch Listing report lists transactions sorted by type (adjustments, payments and refunds), batch group information, batch number, batch date, batch description, and batch item. Totals are for Transaction Amount for each transaction type, with a grand total for the batch. The columns are type, batch number, date, and description, process date, transaction date, Encounter, Account or Invoice number and indicator ( V = Encounter, A = Account, I = Invoice, B = Budget), Patient/Employer/Guarantor name, transaction code, trans

Help Guide for NextGen® Enterprise PM 8

Unduplicated Patients Report Columns

This report contains fields that can be identified as Protected Content in Enterprise Preferences. These fields identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content fields, then you must have the appropriate security access rights to view the data in these fields. The following columns are available on the Unduplicated Patients report: Column Name Description Data Populates From Account Nbr Account Number Account Profile Addr1 Line 1 of the patient mailing address. Patient Information Addr2 Line 2 of the patient mailing address. Patient Information Addtl Provider Additional Provider Note: Field name is from Practice Preferences > Charge Entry. Charge Posting Admit Dt Admit Date Encounter Maintenance Admit Tm Admit Time Encounter Maintenance Admitting Admitting Provider Encounter Maintenance Aft Care Service Item After Care Days Service Items Library Alt Code If you have set up an alternative code for a CPT4 code

Help Guide for NextGen® Enterprise PM 8

Unduplicated Patients Report Columns

This report contains fields that can be identified as Protected Content in Enterprise Preferences. These fields identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content fields, then you must have the appropriate security access rights to view the data in these fields. The following columns are available on the Unduplicated Patients report: Column Name Description Data Populates From Account Nbr Account Number Account Profile Addr1 Line 1 of the patient mailing address. Patient Information Addr2 Line 2 of the patient mailing address. Patient Information Addtl Provider Additional Provider Note: Field name is from Practice Preferences > Charge Entry. Charge Posting Admit Dt Admit Date Encounter Maintenance Admit Tm Admit Time Encounter Maintenance Admitting Admitting Provider Encounter Maintenance Aft Care Service Item After Care Days Service Items Library Alt Code If you have set up an alternative code for a CPT4 code

Help Guide for NextGen® Enterprise PM 8

Payments by Line Item Report Columns

The following table describes the columns in the Daily by Line Item Payments report: Column Name Description Data Pulled From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Service Location Name Encounter Maintenance Location SubGrp1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Post Date Date the transaction posted. Transaction Detail Proc Date Date the transaction was processed. Charge Posting Ovr Proc Dt Override process date Charge Posting Bt Dt Batch date Batch Maintenance Bt Nbr Batch number Batch Maintenance Bt Desc Batch description Batch Maintenance Track Desc Tracking Description Payment Entry E/I/A/B Encounter Invoice Account Budget Transaction Detail Collection Agency Collection Agency Encounter Maintenance Dtl E/I/A/B Encounter Invoice Account

Batch Listing Report Columns

Recommendations

Batch Listing Report

Batch Listing Report Columns

Batch Listing Report

Unduplicated Patients Report Columns

Unduplicated Patients Report Columns

Payments by Line Item Report Columns

Batch Listing Report

Batch Listing Report Columns

Batch Listing Report

Unduplicated Patients Report Columns

Unduplicated Patients Report Columns

Payments by Line Item Report Columns