Create Batch Header Records

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

Creating Batch Header Records

You can create a batch header to enter specific information for the batch like batch name, default date, and process date. Practices with each checkout clerk having a cash drawer, can create a header record for every clerk for tracking their cash, credit cards, and other receipts. You might want to create a header record for a Medicare check to update all of the patient records that appear on the remittance form. Parent topic: Recording Transactions to a Batch

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

Balance Batch Header Records

Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select a batch, select open menu , and then select Ledger. The Transaction Ledger window opens. Select Header. The Batch Maintenance window opens. Compare the Total Billed, Total Allowed, Total Paid, and Total Adjusted amounts in the Batch Maintenance window to those in the Transaction Ledger window. If the amounts do not match, change the amounts as necessary. Batch Maintenance Window CAUTION: Every batch item entered has a corresponding billed amount. If you have a charge of $25.00 and you receive two separate checks to apply to the charge, the charge appears 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, Sub Batches, and Members details appear only if Enable Batch Groups is selected on the General tab on the Practice Preferences window.

Help Guide for NextGen® Enterprise PM 8

Recording Transactions to a Batch

You can create a batch for initiating the payment posting process for patient payments, insurance End Of Business(EOB), and invoices. NextGen® Enterprise PM requires you to create a transaction batch header for entering payments or transactions. You can use the Batch Maintenance window to add transactions to batches for: Encounters Accounts Invoices Budgets Creating Batch Header Records You can create a batch header record to enter transactions in NextGen® Enterprise PM. Set Up a Batch Header Record You can use the Batch Maintenance window to set up a batch header record to enter transactions. Post a Budget Payment You can select the budget source type on the Payment entry window to enter a budget payment. Tracking Patient Deductible Amounts You can enter a patient deductible amount for every line-item on the payment entry window. Spreading Payments You can use the Payment Entry window to spread payments across line items. Posting Multiple Payments and Adjustments to a CPT4 Code You ca

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

Create Batch Header Records

Recommendations

Set Up a Batch Header Record

Creating Batch Header Records

Balance the Batch Header Record

Balance Batch Header Records

Recording Transactions to a Batch

Create a Sub-Batch for a Batch Header

Set Up a Batch Header Record

Creating Batch Header Records

Balance the Batch Header Record

Balance Batch Header Records

Recording Transactions to a Batch

Create a Sub-Batch for a Batch Header