NextGen Knowledge Center

Match Vendors to Refunds

Users with the Refund Vendor Matching security right can match vendors in an external system to payment refunds in the Payment Entry window.
  1. Open NextGen® Enterprise PM.
  2. From the main toolbar, select Posting.
    The Batch Posting window opens.
  3. Right-click the selected batch, and then select Open.
    The Payment Entry window opens.
  4. In Adj Code, select a refund code with a patient source.
  5. Do one of the following:
    • Select the Guarantor checkbox.

      NextGen® Enterprise PM inserts the guarantor's name and address information.

    • Select the Patient checkbox.

      NextGen® Enterprise PM inserts the patient's name and address information.

    • For non-third party person, select the Other checkbox.

      The name and address fields remain blank and you can manually enter the data.

    • For third-party person, select a refund code with the third party source type.
  6. In the Refund section of the Payment Entry window, select open menu .
    The Vendor Lookup window opens.
  7. Enter the search criteria for the vendor and select Find.
    A list of vendors that match the search criteria appears in the Vendor List section.
  8. To match a refund to a vendor, double-click the applicable vendor.
    The Refund section displays Vendor Matched! in red color.
  9. To store the refund address information in the patient’s insurance record, select the Update Patient Insurance checkbox.
  10. Complete the refund transaction in Payment Entry window, and then select Save.
Match Vendors to Refunds