NextGen Knowledge Center

Reconciliation Reports

  1. Click the Reconciliation Report tab.
    The Reconciliation Report tab appears.

  2. In the Request Report section, select the month in the Create Month field.
  3. Click Submit Request.
    A request is sent to the NextGen® Eligibility Verification server and the NextGen® Background Business Processor to generate the report. You must have the Eligibility Verification reconciliation report response job set up in the NextGen® Background Business Processor.
  4. Use the BBP Manager to import the report from the server.
  5. Select status in the Status field to view the submitted reports.
  6. Select an option in the Create Month field.
    You can leave the status field blank. The 1 Month Back option is recommended unless you need to select a longer time period for auditing purposes.
  7. Click Find to display the results.
  8. To view the report in NextGen® Enterprise PM, click Reports, click General, and then click Eligibility Referral Reconciliation.
    The NextGen Report Filter: Eligibility Referral Reconciliation window appears.

  9. Use the settings list column to select specific options, and then click OK.
Reconciliation Reports