Generate a Remittance Profile Library Listing Report

Help Guide for NextGen® Enterprise PM 8

Set Up the Remittance Profile - Default Tab

To set up the Default tab in a Remittance Profile library, do the following: Open File Maintenance. Select Libraries and then select Remittance Profiles. The Remittance Profiles List window opens. Open the profile library. The Remittance Profile window opens. Select the Default tab. Select settings for default options. For more information, see Default Tab - Options and Settings. When you're done setting options, select OK to save changes and close the window. Default Settings in Remittance Profile You can define the parameters in the Remittance Profile Library Default tab settings that are used for processing the ERA 835 file. Parent topic: Set Up a Remittance Profile Library

Help Guide for NextGen® Enterprise PM 8

Set Up the Remittance Profile - Reversals and Corrections Tab

The Reversals and Corrections tab in the Remittance Profile library is used to set options for handling the following types of ERA transactions: Reversals and Corrections Writing Off Balances resulting from Overpayments or Underpayments To set up the Reversals and Corrections tab in a Remittance Profile library, do the following: Open File Maintenance. Select Libraries, and then select Remittance Profiles. The Remittance Profiles List window opens. Open the profile library. The Remittance Profile window opens. Select the Reversals and Corrections tab. Select settings for reversal and correction options. For more information, see Reversals and Corrections Tab - Options and Settings. When you're done setting options, select OK to save changes and close the window. Settings for Reversals and Corrections in Remittance Profile Parent topic: Set Up a Remittance Profile Library

Help Guide for NextGen® Enterprise PM 8

Generate a Remittance Profile Library Listing Report

Generate a Remittance Profile Library Listing Report Generate a Remittance Profile Library Listing Report The Remittance Profile Library Listing report is available for printing from File Maintenance. Report columns display information related to the setup of each library. Access File Maintenance. Select on Libraries, and then Remittance Profiles. The Remittance Profiles List window opens. Select the Open Menu and select Print. The NextGen Report Filter window opens. Select the desired columns, filters and sorting for the report To generate the report, select OK. Parent topic: Set Up a Remittance Profile Library

Help Guide for NextGen® Enterprise PM 8

Set Up a Remittance Profile Library

The Remittance Profile Library defines various parameters and rules that are used when importing and processing ERA 835 files downloaded from payers into NextGen® Enterprise PM. The Default Remittance Profile library in File Maintenance is pre-installed in the application and includes a few recommended pre-set options. All remaining options are set based on your organizational preferences or in response to the payer’s ERA 835 file configuration. Practice Level vs. Payer Level Libraries A default Remittance Profile Library must be selected in Practice Preferences > Libraries. The default library is used for all ERA payers in the practice that do not have a specific library linked. A different Remittance Profile Library to be used for a specific payer/financial class can be linked on the Payer > Practice > Libraries sub-tab. This library overrides the default library in Practice Preferences for the payer/financial class. Any payers that do not have a Remittance Profile Library attached u

File Maintenance Help for NextGen® Enterprise

Attach a Remittance Profile Library to Payers

Open File Maintenance. Under Master Files, select System > Payers. The Payers List window opens. Double-click a payer to open the Modify Payer Information window. Select the Practice tab and then the Libraries sub-tab. To attach a remittance profile library to a single payer, select the library from the Remittance Profile Library list. To attach a remittance profile library to multiple payers, open a Remittance Profile library, and then select Default to Payers. The Remittance Library Default window opens. Select a financial class from the Financial Class list. Do one of the following: To link the Remittance Profile Library to all payers in the selected financial class, overwriting all libraries previously linked to the payers, select Default to All. To link the Remittance Profile Library to all payers in the selected financial class that do not already have a library linked, select Default if Blank. Parent topic: Libraries

Help Guide for NextGen® Enterprise PM 8

Set Up a Remittance Profile Library

The Remittance Profile Library defines various parameters and rules that are used when importing and processing ERA 835 files downloaded from payers into NextGen® Enterprise PM. The Default Remittance Profile library in File Maintenance is pre-installed in the application and includes a few recommended pre-set options. All remaining options are set based on your organizational preferences or in response to the payer’s ERA 835 file configuration. Practice Level vs. Payer Level Libraries A default Remittance Profile Library must be selected in Practice Preferences > Libraries. The default library is used for all ERA payers in the practice that do not have a specific library linked. A different Remittance Profile Library to be used for a specific payer/financial class can be linked on the Payer > Practice > Libraries sub-tab. This library overrides the default library in Practice Preferences for the payer/financial class. Any payers that do not have a Remittance Profile Library attached u

Generate a Remittance Profile Library Listing Report

Recommendations

Set Up the Remittance Profile - Default Tab

Set Up the Remittance Profile - Reversals and Corrections Tab

Generate a Remittance Profile Library Listing Report

Set Up a Remittance Profile Library

Attach a Remittance Profile Library to Payers

Set Up a Remittance Profile Library

Generate a Remittance Profile Library Listing Report

Set Up the Remittance Profile - Default Tab

Set Up the Remittance Profile - Reversals and Corrections Tab

Generate a Remittance Profile Library Listing Report

Set Up a Remittance Profile Library

Attach a Remittance Profile Library to Payers

Set Up a Remittance Profile Library