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

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

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

Help Guide for NextGen® Enterprise PM 8

Print On-Demand Account-Level Receipts

Open NextGen® Enterprise PM On the main toolbar, select Account Account Lookup Button. The Account Lookup window opens. Enter the search criteria data, then select Find. Person and employer accounts that match the search criteria appear in the Account List section of the Account Lookup window. Double-click the account to open. The Account Profile window opens. Select the Account Summary tab. Right-click a transaction, and then select Account Receipt. The Print Account Receipt window opens. Select Print. A message appears stating that the printing of the account receipt is in progress. Note: You can also print receipts on demand from the Payment Entry window. You can post and save the payment, and then print the receipt. Parent topic: Printing Account-Level Receipts

File Maintenance Help for NextGen® Enterprise

Practice Preferences for Itemized Bills

You can set up practice preferences for receipts for encounter bills and account receipts for the practice and all related service locations. Field Description Default header message Enter the message (up to 40 characters) to print at the top of the statement. You can enter the practice address, phone number, website, and so on. Default footer message Enter the message to print at the bottom of the statement. Avoid using hard returns (with the ENTER key) in the message. Auto produce Itemized Bill when billing self pays Select this option to automatically generate an itemized bill for self-pay encounters. Suppress printing charge-zero balance Itemized Bills Select this option to do the following: Prevent the printing of itemized bills for self-pays with zero dollar balances. Total all charges selected to bill for each encounter. If the total charges equal zero, the itemized bill is not printed. For both batch mode and demand mode, this option applies only if the Auto produce Itemized Bi

Managing Account Level Payment Receipts

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Managing Encounter Level Payment Receipts

Enter a Transaction for an Account

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Print On-Demand Account-Level Receipts

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Managing Encounter Level Payment Receipts

Enter a Transaction for an Account

Printing Account-Level Receipts

Posting Encounter and Account Level Payments

Print On-Demand Account-Level Receipts

Practice Preferences for Itemized Bills