Secure Single Batches in Batch Groups

Patient Experience Help

Secure Single Batches in Batch Groups

Before you begin To set up Batch Groups, you must select the Enable Batch Groups check box on the General tab of the Practice Preferences window. To make the Members option available, you must select Enable batch sub-batches option in the Transactions tab of the Practice Preferences window. Users without the appropriate security rights cannot access the transactions in the batch. You can also remove an entire enterprise batch grouping from the list if no sub-batches are secured for the current user. You can set up batch security for the following: A single batch or multiple batches at the batch header level. A single batch in a batch group without multiple batches. A criterion to define if the batch can be changed in any way. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. To assign batch security to an existing batch, select the appropriate batch header record. Select open menu , and do one of the following: To open an existing batch,

Help Guide for NextGen® Enterprise PM 8

Secure a Single Batch in a Batch Group

Note: To set up Batch Groups, have your system administrator select the Enable Batch Groups check box on the General tab in Practice Preferences. Open NextGen® Enterprise PM. On the main toolbar, select Posting Batch Posting Icon. The Batch Posting window opens. From the main toolbar, select the Posting icon. The Batch Posting window opens. To assign batch security to an existing batch, select the appropriate batch header record. Select the open menu icon and do one of the following: To open an existing batch, select Header. To create a new batch, select New > Batch. Modify or enter data in the fields as needed. In the Secured to User field, select the applicable user. The Batch Maintenance window opens. In the Members field, select the up arrow and set the number to 1, representing one batch. Select OK. Parent topic: Setting Batch Security

Help Guide for NextGen® Enterprise PM 8

Secure a Single Batch

Open NextGen® Enterprise PM. On the main toolbar, select Posting Batch Posting Icon. The Batch Posting window opens. Select the batch header record for the batch to secure. Select open menu , and select Header. The Batch Maintenance window opens. Update the desired fields. In Secured to User, select the applicable user. Select OK. The Secured To field is updated for the selected batch in the Batch Posting window. Parent topic: Setting Batch Security

Help Guide for NextGen® Enterprise PM 8

Create a Sub-Batch for a Batch Header

Before you begin You must select Enable batch sub-batches check box in the Transactions tab of the Practice Preferences window. You can create sub-batches for a header record. Creating sub-batches enables multiple users to work with their sub-batch under one batch header. You can use lockbox approach to combine all of the payments to a general deposit. Using sub-batches also ensures that the sub-header record is secured for the user. Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. In the Batch Posting window, do the following: Select open menu , and then select New > Batch. Select Header to open an existing header record. The Batch Maintenance window opens. Enter the desired information, and then select Sub Batches. Enter information for each sub-batch header, and then select OK. You can secure each sub-batch to a specific user. You can also have the administrator access for setting up the security to all sub-batches. In

Patient Experience Help

Create a Sub-Batch for a Batch Header

Before you begin You must select Enable batch sub-batches check box in the Transactions tab of the Practice Preferences window. You can create sub-batches for a header record. Creating sub-batches enables multiple users to work with their sub-batch under one batch header. You can use lockbox approach to combine all of the payments to a general deposit. Using sub-batches also ensures that the sub-header record is secured for the user. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. In the Batch Posting window, do the following: Select open menu , and then select New > Batch. Select Header to open an existing header record. The Batch Maintenance window opens. Enter the desired information, and then select Sub Batches. Enter information for each sub-batch header, and then select OK. You can secure each sub-batch to a specific user. You can also have the administrator access for setting up the security to all sub-batches. In System Adminis

Help Guide for NextGen® Enterprise PM 8

Setting Batch Security

You can secure a batches to a specific users in practices where the payments till is being shared or there are multiple users adding transactions to a given batch. NextGen® Enterprise PM allows practices to secure a batch to a single user to prevent any incorrect transactions from being added to the batch. You can secure a batch in the Batch Maintenance window using any of the following: Set batch security to a single batch or multiple batches at the batch header level. Set batch security to a single batch in a batch group without multiple batches. Set the batch security to define if the batch can be changed in any way. Secure a Single Batch You can secure a single batch to a user using the Batch Maintenance window. Secure a Single Batch in a Batch Group Parent topic: Managing Batches

Secure Single Batches in Batch Groups

Before you begin

Recommendations

Secure Single Batches in Batch Groups

Secure a Single Batch in a Batch Group

Secure a Single Batch

Create a Sub-Batch for a Batch Header

Create a Sub-Batch for a Batch Header

Setting Batch Security

Secure Single Batches in Batch Groups

Before you begin

Secure Single Batches in Batch Groups

Secure a Single Batch in a Batch Group

Secure a Single Batch

Create a Sub-Batch for a Batch Header

Create a Sub-Batch for a Batch Header

Setting Batch Security