Managing Encounter Level Payment Receipts

Help Guide for NextGen® Enterprise PM 8

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

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

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

File Maintenance Help for NextGen® Enterprise 8

Itemized Bills Practice Preferences

Itemized Bills Practice Preferences enable you to configure the practice receipt for encounter bills and account receipts for the practice and all related service locations. The following table provides descriptions for the fields found in Practice Preferences > Itemized Bills. Field Applies to... Description Default header message account receipts encounter bills Enter the message that you want to print at the top of the statement. It can be up to 40 characters long. You can enter the practice address, phone number, website, etc. Default footer message account receipts encounter bills Enter the message that you want to print on the bottom of the statement. It is recommended that you do not use hard returns (ENTER key) in the message. Auto produce Itemized Bill when billing self pays encounter bills Select this check box to automatically generate an itemized bill when billing for self-pay encounters. Note: Selecting this check box activates the Suppress printing charge zero balance Ite

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

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 Encounter Level Payment Receipts

Recommendations

Managing Account Level Payment Receipts

Managing Encounter Level Payment Receipts

Managing Account Level Payment Receipts

Itemized Bills Practice Preferences

Posting Encounter and Account Level Payments

Practice Preferences for Itemized Bills

Managing Account Level Payment Receipts

Managing Encounter Level Payment Receipts

Managing Account Level Payment Receipts

Itemized Bills Practice Preferences

Posting Encounter and Account Level Payments

Practice Preferences for Itemized Bills