Create Quick Batches

Patient Experience Help

Create Quick Batches

When you can create a quick batch, the NextGen® Enterprise PM uses the current system date as the default date for the batch. Note: If you create a quick batc in NextGen® Optical Management, the batch appears as an optical batch in NextGen® Enterprise PM. From the main toolbar, select Posting. The Batch Posting window opens. Select open menu , select New, and then select Quick Batch. The Quick Batch window opens. Enter a name for the batch, and then select OK. The created batch appears in the Batch Posting window.

Help Guide for NextGen® Enterprise PM 8

Create a Quick Batch

To quickly create a batch header record with the need to work with the Batch Maintenance window, you can create a Quick Batch. When you create a Quick Batch, the application uses the current system date as the default date for the batch. Note: If a Quick Batch is created in NextGen® Optical Management, the batch appears as an optical batch in NextGen® Enterprise PM. From the main toolbar, select the Posting icon. The Batch Posting window opens. Select the open menu icon, select New, and then select Quick Batch. The Quick Batch window opens. Enter a name for the batch and select OK. Parent topic: Managing Batches

Patient Experience Help

Creating Optical Orders Batches

NextGen® Optical Management users can create batch header records to handle transactions related to optical orders. In NextGen® Enterprise PM, you can view and work with the optical batches created in NextGen® Optical Management by selecting the Show Optical batches checkbox in the Batch Posting window. You can also create an optical batch within NextGen® Enterprise PM by selecting the Optical Batch checkbox in the Batch Maintenance window.

Help Guide for NextGen® Enterprise PM 8

Managing Optical Batches

Users in NextGen® Optical Management can create batch header records to handle transactions related to optical orders. You can view and work with these optical batches within NextGen® Enterprise PM by selecting the Show Optical batches check box in the Batch Posting window. You can also create an optical batch within NextGen® Enterprise PM by selecting the Optical Batch check box in the Batch Maintenance window. Parent topic: Managing Batches

Help Guide for NextGen® Enterprise PM 8

Creating Optical Orders Batches

NextGen® Optical Management users can create batch header records to handle transactions related to optical orders. In NextGen® Enterprise PM, you can view and work with the optical batches created in NextGen® Optical Management by selecting the Show Optical batches checkbox in the Batch Posting window. Batch Posting Window You can also create an optical batch within NextGen® Enterprise PM by selecting the Optical Batch checkbox in the Batch Maintenance window. Batch Maintenance Window

Help Guide for NextGen® Enterprise PM 8

Search for Batches

You can search for a batch by date, dollar amount, description, or user. Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. Select open menu Open Menu button, and then select Batch Lookup. The Batch Lookup window opens. To search for a batch, enter the search criteria, and then select Find. You can use different combinations of the search criteria to search for a patient. The Batch Lookup window displays the applicable batches.

Create Quick Batches

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Create Quick Batches

Create a Quick Batch

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Create Quick Batches

Create a Quick Batch

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Creating Optical Orders Batches

Search for Batches