Enter an Encounter 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.
Enter the desired payment information.
Select
Save
.
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Enter an Encounter Payment
Help Guide for NextGen® Enterprise PM 8
Enter an Invoice 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. In Src/Acct, select Invoice. In Invoice, select . The Account List window appears. To search for an invoice, enter the search criteria data, and then select Find. Invoices that match the search criteria appear in the Account List section of the Account List window. Double-click an invoice. The invoice charges appear in the Payment Entry window. In Pay Amt, enter the payment amount. Account Payment displays in Pay Code. In Adj Amt, enter an adjustment amount. Account Adjustment appears in Adjustment Code. Select Recalc, and then select Save. The balance due is recalculated, and saved. Parent topic: Posting Transactions Overview
Help Guide for NextGen® Enterprise PM 8
Post a Budget Payment
You can select different payment source types for posting budget payments in Budget Accounts under Practice Preferences. NextGen® Enterprise PM recommends Accounts and Encounter source types as options on the Payment Entry windows. This enables you to apply patient payments to a budget regardless of selected source/Accnt and avoid any budget payment errors. 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. In Source/Accnt list, select Budget. A budget payment is posted incorrectly if you select the default value of Encounter for Source/Accnt. The Payment Entry window refreshes with new fields. Enter the account name in Account or select Find Account Search Account Button. Accounts that match the search criteria appear in the Account list. Select the desired account. The Payment Entry window displays accounts detail and summary information for the account. In Paycode, s
Help Guide for NextGen® Enterprise PM 8
Add a Transaction to a Batch
Before you begin You can add transactions to an active batch for any payments received from the insurance provider and the patient. 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. Enter the desired payment information. Select Save. Parent topic: Posting Transactions Overview
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
Enter a Deductible Amount in Payment Entry
You can enter the deductible amount manually from Explanation of Benefits (EOB) during the payment entry process or automatically through the Electronic Remittance Advice (ERA) process. You can track the deductible amounts using various reports. CAUTION: The Deductible Amount field is cumulative. For example if you have a transaction with five lines, each with a $10.00 deductible, then the transactions ledger in chart will display a transaction line item with a summarized $50.00 total for deductible. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the desired batch header record. The Payment Entry window opens. Enter the encounter number in Enc/Clm#. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. Select Open. The Payment Entry window is available for modifications. In Deduct, enter the deductible amount, and then select Save. Note: The patient deductible
Help Guide for NextGen® Enterprise PM 8
Enter an Encounter 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. Payment Entry Window Enter the desired payment information. Select Save. Components of the Payment Entry Window You have to enter the payment information before posting a payment. Parent topic: Posting Encounter and Account Level Payments
.
The Batch Posting window opens.