Create a Sub-Batch for a Batch Header

Help Guide for NextGen® Enterprise PM 8

Create a Sub-Batch for a Batch Header

Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. In the Batch Posting window, do the following: Select open menu , and then select New > Batch. Select Header to open an existing header record. The Batch Maintenance window opens. Enter the desired information, and then select Sub Batches. Enter information for each sub-batch header. You can secure each sub-batch to a specific user. You can also use the security for an administrator to have access to all sub-batches. In System Administrator, you can grant Access to Secured Transaction Batches to the administrator. For more information, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen® Enterprise. Select OK. The Batch Posting window remains opened. You can continue to add transactions to each sub batch. After you enter all transactions for the sub batches, each sub batch must balance to the ledger. After each sub batch

Help Guide for NextGen® Enterprise PM 8

Secure Single Batches in Batch Groups

Before you begin To set up Batch Groups, you must select the Enable Batch Groups check box on the General tab of the Practice Preferences window. To make the Members option available, you must select Enable batch sub-batches option in the Transactions tab of the Practice Preferences window. Users without the appropriate security rights cannot access the transactions in the batch. You can also remove an entire enterprise batch grouping from the list if no sub-batches are secured for the current user. You can set up batch security for the following: A single batch or multiple batches at the batch header level. A single batch in a batch group without multiple batches. A criterion to define if the batch can be changed in any way. Open NextGen® Enterprise PM. On the main toolbar, select Posting Batch Posting Icon. The Batch Posting window opens. To assign batch security to an existing batch, select the appropriate batch header record. Select open menu , and do one of the following: To open

Help Guide for NextGen® Enterprise PM 8

Balance the Batch Header Record

After entering all the transactions, you must balance the batch header record before posting the batch to the accounts receivable record. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select a batch, select the open menu icon, and then select Ledger. The Transaction Ledger window opens. Select Header. The Batch Maintenance window opens. Compare the amount in Total Billed, Total Allowed, and Total Paid of the Batch Maintenance window to the Transaction Ledger window. If the amounts do not match, change the amounts as necessary. CAUTION: Every batch item entered will have a corresponding billed amount is entered. If you have a charge of $25.00 and you receive two separate checks to apply to the charge, the charge shows on the ledger twice. The billed amount for the two checks is $50.00, not $25.00. Verify that the number of payments match the payments on the ledger. Do not include adjustments. Note: The Payments field along with the Su

Help Guide for NextGen® Enterprise PM 8

Set Up a Batch Header Record

You can create a batch header record to enter payments, refunds, and adjustments for transactions. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select open menu , select New, and then select one of the following options: Batch to create a batch for anyone in the system, and define the default Process Date or Adjudication Date. Enterprise Batch to enter, balance, and post transactions from multiple practices within the same enterprise. Quick Batch to create a batch secured to you, using the default system dates and an active status. The Batch Maintenance window opens. Batch Maintenance Window Enter the required information for the batch. Select OK. The created batch displays under the Existing Batches list on the Posting window. Parent topic: Recording Transactions to a Batch

Help Guide for NextGen® Enterprise PM 8

Secure a Single Batch in a Batch Group

Note: To set up Batch Groups, have your system administrator select the Enable Batch Groups check box on the General tab in Practice Preferences. Open NextGen® Enterprise PM. On the main toolbar, select Posting Batch Posting Icon. The Batch Posting window opens. From the main toolbar, select the Posting icon. The Batch Posting window opens. To assign batch security to an existing batch, select the appropriate batch header record. Select the open menu icon and do one of the following: To open an existing batch, select Header. To create a new batch, select New > Batch. Modify or enter data in the fields as needed. In the Secured to User field, select the applicable user. The Batch Maintenance window opens. In the Members field, select the up arrow and set the number to 1, representing one batch. Select OK. Parent topic: Setting Batch Security

Help Guide for NextGen® Enterprise PM 8

Managing Batches

In NextGen® Enterprise PM, batches are sets of payment, adjustment, and refund transactions. You can create batches for each location, each day, or for each practice. For example, a batch can be created for a check-in staff to record all the transactions for the day. You can secure a batch or an enterprise batch grouping to a single user for security purposes. Any user without the appropriate security rights cannot access the transactions in the batch. You can also choose to remove an entire enterprise batch grouping from the list if none of the sub-batches are secured to the current user. You can use the Batch Maintenance window to manage batches for a given practice. Batch Status You can use the batch status for payment batches to denote the flow of line item balance. Determining the Active Batch You can only post transactions to a batch marked as active on the Batch Posting window. Balance the Batch Header Record Using Recalc Function in Payment Entry You can use the Recalc button o

Create a Sub-Batch for a Batch Header

Before you begin

Recommendations

Create a Sub-Batch for a Batch Header

Secure Single Batches in Batch Groups

Balance the Batch Header Record

Set Up a Batch Header Record

Secure a Single Batch in a Batch Group

Managing Batches

Create a Sub-Batch for a Batch Header

Before you begin

Create a Sub-Batch for a Batch Header

Secure Single Batches in Batch Groups

Balance the Batch Header Record

Set Up a Batch Header Record

Secure a Single Batch in a Batch Group

Managing Batches