Print Batches

Help Guide for NextGen® Enterprise PM 8

Delete a Transaction Batch

You can delete one or more transaction batches from the Batch Posting window. You cannot delete the Transaction Approval Hold (TRAH) batches if there are transactions in the batch. You can delete the TRAH batches only when the date is the current date. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. In the Existing Batches section, select the batch to delete. Right-click, and select Delete. A message appears asking you for confirmation to delete the batch, and its associated transactions. Select OK. The selected batch, and its associated transactions are deleted. Parent topic: Managing Batches

Help Guide for NextGen® Enterprise PM 8

Print a Batch

You can print the batch record to see a list of recorded transactions. The header record does not need to be balanced before the Batch Listing report can be run. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. In the Existing Batches section, select the header batch that you want to print. Select the header record you want to print. Select the open menu icon, and then select Print > Batch Listing. The Batch Listing report preview appears. Parent topic: Managing Batches

Help Guide for NextGen® Enterprise PM 8

Post Transactions in the Batch Header

In NextGen Healthcare, posting a transaction permanently records the transaction and cannot be modified or deleted. You must use a correcting transaction to reverse any transaction posted in error. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select the batch header to post. Select open menu , and then select Post. A message appears asking for a confirmation to post the batch and its associated transactions. Select OK. The Batch Listing report preview opens, and a message appears confirming the successful posting of the batch. Select OK. To review all the transactions in the batch, select on the Batch Listing report menu. A message appears stating that the printing of the report is in progress. Note: You cannot print the Batch Listing report after the posting process is completed. To review the batch activity after completing the posting process, you can run the System reports on the batch date. Select Close Report . The Batch Posti

Help Guide for NextGen® Enterprise PM 8

Post and Review Transactions in the Batch Header

You can post a batch after all the transactions are added and the batch header record is balanced. In NextGen Healthcare posting a transaction permanently records the transaction which cannot be modified or deleted. You must use a correcting transaction to reverse any transaction posted in error. Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. In the Batch Posting window, select the batch header to post. Select open menu , and select Post. A message appears asking you for a confirmation to post the batch, and its associated transactions. Select OK. The Batch Listing report preview opens, and a message appears confirming successful posting of the batch. Select OK. To review all of the transactions in the batch, select Print Report icon on the Batch Listing report menu. A message appears stating the printing of the report is in progress. Note: You will not be able to print the Batch Listing report after the posting process

Help Guide for NextGen® Enterprise PM 8

Open the Active Patient Records for Making Payment Entries

From the main toolbar in NextGen® Enterprise PM, select Posting. In the Batch Posting window, double-click the batch header record. In the Payment Entry window, select the open menu icon next to Patient/MRN, and then select Access Active Patient. The active patient details and the patient's most recent encounter appear. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Search for Batches

You can search for a batch by date, dollar amount, description, or user. Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. Select open menu Open Menu button, and then select Batch Lookup. The Batch Lookup window opens. To search for a batch, enter the search criteria, and then select Find. You can use different combinations of the search criteria to search for a patient. The Batch Lookup window displays the applicable batches.

Print Batches

Recommendations

Delete a Transaction Batch

Print a Batch

Post Transactions in the Batch Header

Post and Review Transactions in the Batch Header

Open the Active Patient Records for Making Payment Entries

Search for Batches

Delete a Transaction Batch

Print a Batch

Post Transactions in the Batch Header

Post and Review Transactions in the Batch Header

Open the Active Patient Records for Making Payment Entries

Search for Batches