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Daily Refunds
To balance refunds for the day, run a
Daily Refunds
report. Three variations of the report are available:
Daily by Line Item Refunds
Daily by Transaction Refunds
Daily by Encounter Refunds
Refunds by Line Item Report
You can generate the Refunds by Line Item report in
NextGen® Enterprise PM
.
Refunds by Transaction Report
You can generate the Refunds by Transaction report in
NextGen® Enterprise PM
.
Refunds by Encounter Report
You can generate the Refunds by Encounter report in
NextGen® Enterprise PM
.
Daily Refunds
Help Guide for NextGen® Enterprise PM 8
Daily Balancing for the Front Office and Back Office
The application provides reports that can help you perform daily balancing for: Front Office charges and payments Back Office (Batch) charges and payments Daily Balancing for the Front Office (Front Desk) involves: Accounting for all kept appointments - the Kept Appointments with No Charges report Balancing charges entered to fee tickets - the Daily Charges report Balancing payments and/or bank deposits (active batch) - the Daily Payments report Encounters with No Charges Appointment No shows Daily Balancing for batches (the back office) includes: Balancing a batch of charges in NextGen® Enterprise PM to the group of fee tickets issued for the day - the Daily Charges report by Creator, Amount, or Count. Balancing payments received to payments entered in NextGen® Enterprise PM. To balance payments received and/or bank deposits for the day, run the Daily Payments report. To assist you with your daily balancing, the application provides two variations of the Daily Payments report: Daily P
Help Guide for NextGen® Enterprise PM 8
Daily Payments
To balance payments for the day, run a Daily Payments report. Three variations of the report are available: Daily by Line Item Payments Daily by Transaction Payments Daily by Encounter Payments Payments by Line Item Report You can generate a Daily Payments report to balance payments for the day in NextGen® Enterprise PM. Payments by Transaction Report You can generate a Payments by Transaction report in NextGen® Enterprise PM that displays all transactions that have payments. Payments by Encounter Report You can generate Payments by Encounter report in NextGen® Enterprise PM that shows payments for a specific date range. Parent topic: Daily Reports
Help Guide for NextGen® Enterprise PM 8
Daily Adjustments
To balance adjustments for the day, run a Daily Adjustments report. Three variations of the report are available: Daily by Line Item Adjustments Daily by Transaction Adjustments Daily by Encounter Adjustments Adjustments by Line Item Report You can generate the Adjustments by Line Item report in NextGen® Enterprise PM. Adjustments by Transaction Report You can generate the Adjustments by Transaction report in NextGen® Enterprise PM. Adjustments by Encounter Report You can generate the Adjustments by Encounter report in NextGen® Enterprise PM. Parent topic: Daily Reports
Help Guide for NextGen® Enterprise PM 8
Refunds by Transaction Report
The Refunds by Transaction report displays all refunds associated with each listed transaction with a specified time frame. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Transaction > Refunds. From the Report Filter window, select the Info button to view the following information about the report: Logic Filtering Info Common Uses Balances to the Following Reports Refunds by Transaction Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Refunds
Help Guide for NextGen® Enterprise PM 8
Daily Refunds
To balance refunds for the day, run a Daily Refunds report. Three variations of the report are available: Daily by Line Item Refunds Daily by Transaction Refunds Daily by Encounter Refunds Refunds by Line Item Report The Refunds by Line Item report is a line item report displays all refund transactions for a specified time frame. Refunds by Transaction Report The Refunds by Transaction report displays all refunds associated with each listed transaction with a specified time frame. Refunds by Encounter Report The Refunds by Encounter report identifies the primary payer of the encounter as the payer for the transaction. Parent topic: Balancing Payments Received and Deposits Parent topic: Daily Reports
Help Guide for NextGen® Enterprise PM 8
Refunds by Encounter Report
The Refunds by Encounter report identifies the primary payer of the encounter as the payer for the transaction. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Encounter > Refunds. From the Report Filter window, select the Info button to view the following information about the report: Logic Filtering Info Common Uses Balances to the Following Reports Refunds by Encounter Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Refunds
