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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.
Enter an Invoice Payment
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
Enter a Transaction for an Account
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/Acct, select Account. In Account, enter the first few letters of the account name or select Account Lookup . Account records matching the search criteria appear in the Account list. Note: A status indicator for the data retrieval appears for an account with more than 100 line items. Large Account mode activates when more than 1000 items are retrieved and displayed. For more information on the number of line items displayed in the Large Account mode or modifying the number of line-items, contact NextGen Healthcare Support. Double-click the desired account. In Pay Amt, enter the payment amount. NextGen Healthcare displays Account Payment as the pay code. If necessary, enter an adjustment amount in the Adj Amt field. NextGen Healthcare displays Account Adjustment for the adjustment code. Select Recalc, and then s
Help Guide for NextGen® Enterprise PM 8
Post Multiple Transactions to a CPT4 Code
You can add additional payment, adjustment, or both to a CPT4 code using the Additional Transaction option in the Payment Entry window. You can add up to six separate payments or adjustments against a single transaction. During payment posting, you can enter any number of necessary transactions for each line item. Note: After you set up the additional payer transaction codes, a column for each additional transaction code appears in the Payment Entry window. The Payment Entry window has a single pay column and adjustment column by default. 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 encounter number in Enc/Clm#. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. Select a Payer. The Pay Code and Adj Code populates for the payer along with the additional payments and adjustment columns. Note:
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. Parent topic: Posting Transactions Overview
Help Guide for NextGen® Enterprise PM 8
Add a Line-item Reason Code During Payment Entry
You can enter multiple reason codes at the line-item level, and each line-item can have a different reason code. Line-item reason codes are selected from the Line Item Reasons column at the bottom of the Payment Entry window. 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# and select Enter. The account guarantor, patient, medical record number, and the billed account appear in the Payment Entry window. In Line Item Reasons, select the codes that match the payer's reason code on the remittance advice. Enter the required fields and select Recalc. 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.
