Refunds by Encounter Report

Help Guide for NextGen® Enterprise PM 8

Refunds by Transaction Report

The Refunds by Transaction report displays all refunds associated with each listed transaction with a specified time frame. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Transaction > Refunds. 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 Refunds by Transaction Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Refunds

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

Help Guide for NextGen® Enterprise PM 8

Adjustments by Encounter Report

The Adjustments by Encounter report identifies the primary payer of the encounter as the payer for the transaction. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Encounter > Adjustments. 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 Adjustments by Encounter Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Adjustments

Help Guide for NextGen® Enterprise PM 8

Daily Refunds

To balance refunds for the day, run a Daily Refunds report. Three variations of the report are available: Daily by Line Item Refunds Daily by Transaction Refunds Daily by Encounter Refunds Refunds by Line Item Report You can generate the Refunds by Line Item report in NextGen® Enterprise PM. Refunds by Transaction Report You can generate the Refunds by Transaction report in NextGen® Enterprise PM. Refunds by Encounter Report You can generate the Refunds by Encounter report in NextGen® Enterprise PM. Parent topic: Daily Reports

Help Guide for NextGen® Enterprise PM 8

Refunds by Encounter Report

The Refunds by Encounter report identifies the primary payer of the encounter as the payer for the transaction. To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily, then select By Encounter, and then select Refunds. From the Report Filter window, select the Info button to view the following information about the report: Logic: The report will return one line for each line item posted within the transaction. For example, if an encounter has three charges and a transaction is spread against all three charges, this report will return three lines, one for each line item. Transactions are reported against the Primary Payer/Financial class of the Payer on the Encounter. Filtering Info: Post Date is hard-coded and stamped by the system when the transaction batch is posted. Process Date is derived from the Batch Header when the batch is created. If this is left blank, the system will populate the process date with the posting date. Trans Transaction Date ca

Help Guide for NextGen® Enterprise PM 8

Daily Refunds

To balance refunds for the day, run a Daily Refunds report. Three variations of the report are available: Daily by Line Item Refunds Daily by Transaction Refunds Daily by Encounter Refunds Refunds by Line Item Report The Refunds by Line Item report is a line item report displays all refund transactions for a specified time frame. Refunds by Transaction Report The Refunds by Transaction report displays all refunds associated with each listed transaction with a specified time frame. Refunds by Encounter Report The Refunds by Encounter report identifies the primary payer of the encounter as the payer for the transaction. Parent topic: Balancing Payments Received and Deposits Parent topic: Daily Reports

Refunds by Encounter Report

Recommendations

Refunds by Transaction Report

Payments by Encounter Report

Adjustments by Encounter Report

Daily Refunds

Refunds by Encounter Report

Daily Refunds

Refunds by Encounter Report

Refunds by Transaction Report

Payments by Encounter Report

Adjustments by Encounter Report

Daily Refunds

Refunds by Encounter Report

Daily Refunds