Closing Out

Help Guide for NextGen® Enterprise PM 8

Manual Practice Closing

NextGen® Enterprise PM Manual Closing process enables you to: Extend the process date longer than the 24-hour lock-down period used with Automatic Closing. Delete charges until the period is closed. The Manual Closing process functions only when the Auto Close process is not enabled. To simplify the Manual Closing feature, NextGen® Enterprise PM automatically sets the close date to the system date of the application server. You cannot change the close date unless the server date changes. CAUTION: If you are using Manual Closing instead of Auto-Closing, it is very important that you close out your practice on a regular basis. This directly affects the accuracy of the reports you generate. Setting Up a Minimum Override Process Date You can set a Minimum Override Process Date in NextGen® Enterprise PM. Parent topic: Closing Out

Help Guide for NextGen® Enterprise PM 8

Activate Auto Close

Open NextGen® Enterprise PM. Select Admin > Preferences > Practice. The Practice Preferences window opens. From the Preference List, select General. Practice Preferences window with the General tab opened To turn on auto close, select the Auto-closing checkbox. To save changes and close the window, select OK. The Auto Close process occurs every night when the system calendar date changes on the database server. The Auto Close process records a Process Date for every charge that is entered during the day and every transaction posted during the day. Parent topic: Closing Out

Help Guide for NextGen® Enterprise PM 8

Closing Out

The purpose of the Closing Process is to enable practices to close an accounting period or workday at their choosing. During the closing process, manual or automatic, the application stamps each charge and transaction with a process date. When you perform the Closing Process, any financial aspects of the charges dated before the current processing date can no longer be modified. You can, however, still change: Rendering physician Modifiers Place of service Applying a date stamp, such as the process date, enables accurate financial reporting on daily, monthly, quarterly and yearly basis. Auto Close The Auto Close process occurs every night when the system calendar date changes on the database server. Manual Practice Closing Closing an application manually enables you to extend the process date and delete charges. Daily Balancing Daily balancing reports helps you perform front office and back office functions. Parent topic: About NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Override Date Using Auto Close

You can use the Auto Close process to override the process date on charges and transactions. The Autoclose process functions only if all charges or transactions for the current financial period are entered, and processed before any charges or transactions are entered for the next financial period. You can use the following process flow for the Auto Close option in NextGen® Enterprise PM: Turn off the Auto Close process for the last few days of the month. Turning the Auto Close process off keeps the month open until all charges and transactions are entered for the financial period. Perform a manual close when you are ready to close the financial period. Turn on the Auto Close process for the new financial period. For information on activating Auto Close, go to the NextGen Healthcare Success Community and download the Practice Workflow User Guide for NextGen® Enterprise PM. Parent topic: Process Date Override

Help Guide for NextGen® Enterprise PM 8

Using Process Date Override

You can use the Auto Close process to override the process date on charges and transactions. The Autoclose process functions only if all charges or transactions for the current financial period are entered and processed before any charges or transactions are entered for the next financial period. You can use the following process flow for the Auto Close option in NextGen® Enterprise PM: Turn off the Auto Close process for the last few days of the month. Turning the Auto Close process off keeps the month open until all charges and transactions are entered for the financial period. Perform a manual close when you are ready to close the financial period. Turn on the Auto Close process for the new financial period. For information on activating Auto Close, go to the NextGen Healthcare Success Community and download the Practice Workflow User Guide for NextGen® Enterprise PM. Parent topic: Viewing Transaction Dates

Help Guide for NextGen® Enterprise PM 8

Manual Practice Closing

The application's Manual Closing process enables you to: Extend the process date longer than the 24-hour "lock-down" period used with Automatic Closing. Delete charges until the period is closed. The Manual Closing process functions only when the Auto Close process is not enabled. To simplify the Manual Closing feature, the application automatically sets the close date to the system date of the application server. You cannot change the close date unless the server date changes. CAUTION: If you are using Manual Closing instead of Auto-Closing, it is very important that you close out your practice on a regular basis. This directly affects the accuracy of the reports you generate. Setting Up a Minimum Override Process Date The Minimum Override Process Date feature enables you to set a minimum cut-off date for overriding the current process date for practice closing. Parent topic: Closing Out

Closing Out

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Manual Practice Closing

Activate Auto Close

Closing Out

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Manual Practice Closing

Closing Out

Manual Practice Closing

Activate Auto Close

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Manual Practice Closing