Refunds by Transaction Report

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. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Encounter > 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 Encounter Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Refunds

Help Guide for NextGen® Enterprise PM 8

Refunds by Line Item Report

The Refunds by Line Item report is a line item report that displays all refund transactions for a specified time frame. It is sorted by location name, posting date, batch date, and batch number. Totals are for refund amount, with a subtotal for each posting date within each location, subtotal for each location, and grand total of all locations. Choose one of the Filter 1 date ranges (posting date, process date, or transaction date) to generate a meaningful report. To show the process date, be sure to specify the Process Date rather than the create date on the Filter 1 tab. The Daily Adjustments, Payments and Refunds Reports balances to the Monthly Transaction reports. They do not balance to the adjustments, payments and refunds columns in the Monthly Service Item Summary report. This is because the Daily reports show unapplied amounts, while the Monthly Service Item report does not. Also, the Service Item Summary report is a charge-based report and only pulls transactions based on the

Help Guide for NextGen® Enterprise PM 8

Payments by Transaction Report

The Payments by Transaction report displays all transactions that have payments made to them. The report is sorted by billing date. Totals are for payment amount for each listed date. When the payments are entered into a batch, a system generated Batch Listing report is run to balance the payments in that batch to the total amount of cash, checks, and credit card receipts. This report can be used to balance those batch totals to the amount of the daily deposit. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Transaction > Payments. 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 Transaction Report Columns You can choose the columns for the Payments by Transaction report. Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Payments

Help Guide for NextGen® Enterprise PM 8

Adjustments by Transaction Report

The Adjustments by Transaction report displays all adjustments for a specified time frame. It is sorted by batch date and batch number. Totals are for adjustment amount, with a subtotal for each posting date within each location, subtotal for each location, and grand total of all locations. You can generate the report in NextGen® Enterprise PM by selecting Reports > Daily > By Transaction > 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 Transaction Report Columns Parent topic: Daily Balancing for the Front Office and Back Office Parent topic: Daily Adjustments

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

Payments by Line Item Report

The Payments by Line Item report is a line item report that displays all transactions that have payments made to them. The report is sorted by: Location name Posting date Batch date Batch number Totals are for payment amount, with a subtotal for each posting date within each location, subtotal for each location, and grand total of all locations. NextGen Healthcare recommends that you only choose one of the Filter 1 date ranges (posting date, process date, or transaction date) to generate a meaningful report. To show the process date, specify the Process Date rather than the Create Date on the Filter 1 tab. The Daily Adjustments, Payments and Refunds Reports balances to the Monthly Transaction reports. They do not balance to the adjustments, payments and refunds columns in the Monthly Service Item Summary report. This is because the Daily reports show unapplied amounts, while the Monthly Service Item report does not. Also, the Service Item Summary report is a charge-based report and onl

Refunds by Transaction Report

Recommendations

Refunds by Encounter Report

Refunds by Line Item Report

Payments by Transaction Report

Adjustments by Transaction Report

Payments by Encounter Report

Payments by Line Item Report

Refunds by Transaction Report

Refunds by Encounter Report

Refunds by Line Item Report

Payments by Transaction Report

Adjustments by Transaction Report

Payments by Encounter Report

Payments by Line Item Report