Create Enterprise Batch Groupings

Help Guide for NextGen® Enterprise PM 8

Create an Enterprise Batch Grouping

You can create transaction batch grouping using Enterprise Batch Grouping feature in NextGen® Enterprise PM. streamline transaction entry and batch balancing by using enterprise batch grouping. Enterprise batch groups are comprised of transaction batches from multiple practices within an enterprise. They enable users to enter, balance, and post transactions from multiple practices. In the Batch Posting window, you can create a batch grouping by selecting which practices the application creates transaction batches for. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select open menu icon, select New, and then select Enterprise Batch Grouping. The Enterprise Batch Grouping Maintenance window opens. Enter the enterprise batch grouping description, and the date fields. In the Practice section, select the practices to include in the batch grouping. To subgroup the transactions into an appropriate category, select the value from Transaction

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

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

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

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

System Administrator User Guide

Transactions Module

Subgroup Used in Description Balance Control NextGen® Enterprise PM Enables users to access to the Balance Control window to move a balance for an encounter from one party (insurance/guarantor) to another. Batches NextGen® Enterprise PM Enables users to create and modify transaction batches for entering payments, adjustments, and refunds. Enterprise Batch Groupings NextGen® Enterprise PM Enables users to create, modify, and delete batch groupings. For more information about enabling enterprise batch groupings, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Transaction Adjustments/ Refunds NextGen® Enterprise PM Enables users to add, modify, and delete adjustments and refunds within a transaction batch. Note: If you want users to be able to perform refund vendor matching, you must also set the Operations Transactions Vendor Matching security right to Yes. Transaction Payments NextGen® Enterprise PM Enables u

Create Enterprise Batch Groupings

Before you begin

Recommendations

Create an Enterprise Batch Grouping

Secure a Single Batch in a Batch Group

Secure Single Batches in Batch Groups

Set Up a Batch Header Record

Managing Batches

Transactions Module

Create an Enterprise Batch Grouping

Secure a Single Batch in a Batch Group

Secure Single Batches in Batch Groups

Set Up a Batch Header Record

Managing Batches

Transactions Module