Managing Account Level Payment Receipts

Help Guide for NextGen® Enterprise PM 8

Managing Encounter Level Payment Receipts

You can generate encounter level receipts to summarize all the transactions and payments for a given encounter. You can configure the desired options for encounter level payments receipts using the Itemized Bills under Practice Preferences with the following options: Default header and footer messages Auto produce itemized bill when billing self pays Suppress printing charge zero balance itemized bills Display SIM codes or CPT codes Show unposted payments Suppress voided charges Suppress transaction activity User time stamp Encounter level receipts can be distinguished by Encounter Invoice at the top and bottom of the invoice. Parent topic: Posting Transactions Overview

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

Patient Experience Help

Managing Account Level Payment Receipts

You can print an on-demand account level receipt Summarize the current payment that was entered and saved on for an account in the Payment Entry window. View the total payment amount, total for each patient, encounter number, and amount applied to each encounter in the Account Summary window for unapplied payments. Note: At the account level, when the payment is partially utilized on an encounter and the remaining balance is unapplied at the account level, then the receipt displays the payment line and the amount applied to each encounter. You can configure on-demand account level receipts from Itemized Bills under Practice Preferences with the following options: Default header message Default footer message User time stamp Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Printing Account-Level Receipts

An on-demand account-level receipt summarizes the transaction payments and all payments on the account. The account-level receipt contains the following information: Payments applied to multiple patients on a single account. Payments made for multiple encounters on the account for a single patient. Unapplied payments. A person, employer, or guarantor can have an account with a medical practice and an account-level receipt for any of these entities. The account-level receipt includes the total payment amount, amounts for each patient name, the encounter number, and the amount applied to each encounter. Print On-Demand Account-Level Receipts You can use the Account Summary tab to print account level receipts. Configuring the Header and Footer for Multi-page-Account Receipts You can configure the printing of headers and footers for multi-page-account receipts. Components of Account Receipt The account receipt header section provides details about the check or credit card used for payment

Patient Experience Help

Managing Encounter Level Payment Receipts

You can generate encounter level receipts to summarize all the transactions and payments for a given encounter. You can configure the desired options for encounter level payments receipts using the Itemized Bills under Practice Preferences with the following options: Default header and footer messages Auto produce itemized bill when billing self pays Suppress printing charge zero balance itemized bills Display SIM codes or CPT codes Show unposted payments Suppress voided charges Suppress transaction activity User time stamp Encounter level receipts can be distinguished by Encounter Invoice at the top and bottom of the invoice. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Posting Encounter and Account Level Payments

You can print on-demand encounter and account level receipts from the following windows after a payment is entered and saved: Payment Entry Account Summary Enter an Encounter Payment Enter a Transaction for an Account You can use the Payment Entry window to enter transactions details for an account. Enter an Invoice Payment You can enter an invoice payment in to the system using the Payment Entry window. Receive a Secondary Payer Payment before the Primary Payer You can use the Use Settled up status option for posting the payment to a secondary payer. Parent topic: Posting Transactions

Managing Account Level Payment Receipts

Recommendations

Managing Encounter Level Payment Receipts

Enter a Transaction for an Account

Managing Account Level Payment Receipts

Printing Account-Level Receipts

Managing Encounter Level Payment Receipts

Posting Encounter and Account Level Payments

Managing Encounter Level Payment Receipts

Enter a Transaction for an Account

Managing Account Level Payment Receipts

Printing Account-Level Receipts

Managing Encounter Level Payment Receipts

Posting Encounter and Account Level Payments