Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Enter a Deductible Amount in Payment Entry

You can enter the deductible amount manually from Explanation of Benefits (EOB) during the payment entry process or automatically through the Electronic Remittance Advice (ERA) process. You can track the deductible amounts using various reports. CAUTION: The Deductible Amount field is cumulative. For example if you have a transaction with five lines, each with a $10.00 deductible, then the transactions ledger in chart will display a transaction line item with a summarized $50.00 total for deductible. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the desired batch header record. The Payment Entry window opens. Enter the encounter number in Enc/Clm#. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. Select Open. The Payment Entry window is available for modifications. In Deduct, enter the deductible amount, and then select Save. Note: The patient deductible

Help Guide for NextGen® Enterprise PM 8

Transaction Posting Process

NextGen Healthcare processes all monetary payments through batches. All transactions including charges, payments and adjustments are recorded in batches. Each batch is distinctive and can be accessed by a specific user or anyone in the practice. You can initiate the payment posting process by creating a batch header to enter relevant information for the batch. The header batch opens to ensure payments, adjustments and refunds are balanced. Transaction posting process involves the following. Creation of a batch header record for identifying all patient and payment parameters. Recording payments, adjustments, and refunds for a batch. Printing the batch transaction record. Posting the batch record. Payments and Adjustments All transactions in NextGen® Enterprise PM are comprised of payments and adjustments. Understanding Payment Responsibility NextGen® Enterprise PM uses the figurative concepts of buckets to describe the movement of patient responsibility. Parent topic: Posting Transactio

Help Guide for NextGen® Enterprise PM 8

Enter an Invoice Payment

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 Src/Acct, select Invoice. In Invoice, select . The Account List window appears. To search for an invoice, enter the search criteria data, and then select Find. Invoices that match the search criteria appear in the Account List section of the Account List window. Double-click an invoice. The invoice charges appear in the Payment Entry window. In Pay Amt, enter the payment amount. Account Payment displays in Pay Code. In Adj Amt, enter an adjustment amount. Account Adjustment appears in Adjustment Code. Select Recalc, and then select Save. The balance due is recalculated, and saved. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Post a Budget Payment

You can select different payment source types for posting budget payments in Budget Accounts under Practice Preferences. NextGen® Enterprise PM recommends Accounts and Encounter source types as options on the Payment Entry windows. This enables you to apply patient payments to a budget regardless of selected source/Accnt and avoid any budget payment errors. 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/Accnt list, select Budget. A budget payment is posted incorrectly if you select the default value of Encounter for Source/Accnt. The Payment Entry window refreshes with new fields. Enter the account name in Account or select Find Account Search Account Button. Accounts that match the search criteria appear in the Account list. Select the desired account. The Payment Entry window displays accounts detail and summary information for the account. In Paycode, s

Help Guide for NextGen® Enterprise PM 8

Posting Transactions

In NextGen® Enterprise PM, a payment is considered posted only if has gone through the posting process. You can add or modify payments for an encounter only until it is posted. The posting process is a way of telling the application that everything has been done correctly and is ready to be committed to the system. Payment posting could be manual in paper format as Explanation of Benefits (EOB) or electronically as Electronic Remittance Advice (ERA). In NextGen® Enterprise PM, there are two sources for transactions, patients or payers. Payments may come from primary, secondary or tertiary payers. Transaction Posting Process You can create a batch to enter relevant information for payments and posting the payments. Viewing Transaction Dates You can view different dates associated with all transactions in the Batch Maintenance window. Recording Transactions to a Batch You can create a transaction batch header to enter payments or transactions. Posting Encounter and Account Level Payments

Help Guide for NextGen® Enterprise PM 8

Recording Transactions to a Batch

You can create a batch for initiating the payment posting process for patient payments, insurance End Of Business(EOB), and invoices. NextGen® Enterprise PM requires you to create a transaction batch header for entering payments or transactions. You can use the Batch Maintenance window to add transactions to batches for: Encounters Accounts Invoices Budgets Creating Batch Header Records You can create a batch header record to enter transactions in NextGen® Enterprise PM. Set Up a Batch Header Record You can use the Batch Maintenance window to set up a batch header record to enter transactions. Post a Budget Payment You can select the budget source type on the Payment entry window to enter a budget payment. Tracking Patient Deductible Amounts You can enter a patient deductible amount for every line-item on the payment entry window. Spreading Payments You can use the Payment Entry window to spread payments across line items. Posting Multiple Payments and Adjustments to a CPT4 Code You ca

Posting Transactions Overview

Recommendations

Enter a Deductible Amount in Payment Entry

Transaction Posting Process

Enter an Invoice Payment

Post a Budget Payment

Posting Transactions

Recording Transactions to a Batch

Posting Transactions Overview

Enter a Deductible Amount in Payment Entry

Transaction Posting Process

Enter an Invoice Payment

Post a Budget Payment

Posting Transactions

Recording Transactions to a Batch