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

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

Help Guide for NextGen® Enterprise PM 8

Itemized Bills

Itemized Bills, also known as Encounter Bills or Encounter Invoices, are like statements, they include charge and transaction (payment, adjustment, refund) only for a single encounter. They are typically printed on demand as needed. An itemized bill is used to replace a hand-written receipt for a patient payment received on an encounter. If a patient has an appointment today, they pay their co-pay at check-in, and enter the transaction as an encounter unapplied credit. You can print an encounter bill at check-in and give it to the patient as a receipt showing their payment. The encounter bill can also be printed later at check-out, after charges are entered and their unapplied co-pay from check-in is applied to a charge. At this point the encounter bill shows today’s charges in addition to the patient’s payment at check-in. You can also use an itemized bill as a means of billing a patient for an outstanding self-pay balance on an encounter. If a patient has an appointment today and is

Help Guide for NextGen® Enterprise PM 8

Payments by Encounter Report

The Payments by Encounter report shows payments that have taken place during a specific date range. The reports display transactions under the primary payer or financial class on the encounter. These are line-item based reports that show the breakdown of the total transaction amount as applied to each individual line item. If Reason Codes are included, the codes selected at the lowest (line item section) of the Payment Entry window appears. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Encounter > Payments. Note: Payments by Encounter report can be made available to use enhanced reporting functionality. For more information, refer to Enhanced Reports in NextGen® Enterprise PM. From the Report Filter window, select the Info button to view the following information about the report: Logic Filtering Info Common Uses Balances to the Following Reports Payments by Encounter Report Columns You can choose the columns for the Payments by Encounter repor

Managing Encounter Level Payment Receipts

Recommendations

Managing Account Level Payment Receipts

Itemized Bills Practice Preferences

Posting Encounter and Account Level Payments

Practice Preferences for Itemized Bills

Itemized Bills

Payments by Encounter Report

Managing Account Level Payment Receipts

Itemized Bills Practice Preferences

Posting Encounter and Account Level Payments

Practice Preferences for Itemized Bills

Itemized Bills

Payments by Encounter Report