Search for Batches

Help Guide for NextGen® Enterprise PM 8

Search for a Batch

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 data. You can use different combinations of the search criteria to search for a patient. Select Find. The Batch Lookup window displays the batches that match the search criteria. Parent topic: Managing Batches

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

Open Previous 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 Previous Patient. A sub-menu appears, displaying the last five recently accessed patient records. Select a patient. The selected patient's details and most recent encounter appear. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Select an Active Batch

If your practice uses autoflow to check patients in and out, it is mportant to mark an active batch Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Right-click the batch, and then select Set as Active Batch. A appears next to the batch. The selected batch is set as the active batch. Parent topic: Determining the Active Batch

Help Guide for NextGen® Enterprise PM 8

Enable the Batch Info Field on the Charge Posting Window

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. In the Preferences List on the left, select Charge Entry. On the Charges tab, select Display batch information, and then select OK. The Batch info field appears on the Charge Posting window. Parent topic: Adding Batch Info

Help Guide for NextGen® Enterprise PM 8

Enable the Batch Info Field on the Charge Posting Window

Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. In the Preferences List on the left, select Charge Entry. On the Charges tab, select Display batch information, and then select OK. The Batch info field appears on the Charge Posting window. Parent topic: Adding Batch Info

Search for Batches

Recommendations

Search for a Batch

Open the Active Patient Records for Making Payment Entries

Open Previous Patient Records for Making Payment Entries

Select an Active Batch

Enable the Batch Info Field on the Charge Posting Window

Enable the Batch Info Field on the Charge Posting Window

Search for a Batch

Open the Active Patient Records for Making Payment Entries

Open Previous Patient Records for Making Payment Entries

Select an Active Batch

Enable the Batch Info Field on the Charge Posting Window

Enable the Batch Info Field on the Charge Posting Window