Create Credit Balance with Unapplied Account Credits
If an unapplied credit is never associated directly to a charge, you can apply an unapplied credit as an adjustment or a 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.
Create a transaction item for the encounter.
Select the Use Account Credit checkbox.
The Payer field displays Patient and creates an adjustment of $50 with the adjustment code of Applied Account Credit.
Note:Adj Code automatically displays a system-generated transaction code and that can not be changed. This prevents balancing problems by generating a transaction code to offset the original transaction code.
The application creates another transaction of negative $50 with the transaction code Applied Account Debit and tracking description of Debit to Account for Usage of a Credit Balance.
The code appears from the selections made on the Transactions tab of the Practice Preferences window. To change, edit, add, or delete transaction codes, contact your system administrator.
To view the transaction, from the guarantor's account profile, select the Account Summary tab.
CAUTION:
You can not modify offsetting transaction records that are automatically created. Deleting one offsetting transaction deletes all the transactions in the set.
Create Credit Balance with Unapplied Account Credits
