Select an Active Batch

Help Guide for NextGen® Enterprise PM 8

Post Transactions in the Batch Header

In NextGen Healthcare, posting a transaction permanently records the transaction and cannot be modified or deleted. You must use a correcting transaction to reverse any transaction posted in error. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select the batch header to post. Select open menu , and then select Post. A message appears asking for a confirmation to post the batch and its associated transactions. Select OK. The Batch Listing report preview opens, and a message appears confirming the successful posting of the batch. Select OK. To review all the transactions in the batch, select on the Batch Listing report menu. A message appears stating that the printing of the report is in progress. Note: You cannot print the Batch Listing report after the posting process is completed. To review the batch activity after completing the posting process, you can run the System reports on the batch date. Select Close Report . The Batch Posti

Help Guide for NextGen® Enterprise PM 8

Transaction Posting Process

NextGen Healthcare processes all monetary payments through batches. All transactions including charges, payments and adjustments are recorded in batches. Each batch is distinctive and can be accessed by a specific user or anyone in the practice. You can initiate the payment posting process by creating a batch header to enter relevant information for the batch. The header batch opens to ensure payments, adjustments and refunds are balanced. Transaction posting process involves the following. Creation of a batch header record for identifying all patient and payment parameters. Recording payments, adjustments, and refunds for a batch. Printing the batch transaction record. Posting the batch record. Payments and Adjustments All transactions in NextGen® Enterprise PM are comprised of payments and adjustments. Understanding Payment Responsibility NextGen® Enterprise PM uses the figurative concepts of buckets to describe the movement of patient responsibility. Parent topic: Posting Transactio

Help Guide for NextGen® Enterprise PM 8

Balance Batch Header Records

Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select a batch, select open menu , and then select Ledger. The Transaction Ledger window opens. Select Header. The Batch Maintenance window opens. Compare the Total Billed, Total Allowed, Total Paid, and Total Adjusted amounts in the Batch Maintenance window to those in the Transaction Ledger window. If the amounts do not match, change the amounts as necessary. Batch Maintenance Window CAUTION: Every batch item entered has a corresponding billed amount. If you have a charge of $25.00 and you receive two separate checks to apply to the charge, the charge appears on the ledger twice. The billed amount for the two checks is $50.00, not $25.00. Verify that the number of payments match the payments on the ledger. Do not include adjustments. Note: The Payments, Sub Batches, and Members details appear only if Enable Batch Groups is selected on the General tab on the Practice Preferences window.

Help Guide for NextGen® Enterprise PM 8

Enter an Invoice Payment

Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. In Src/Acct, select Invoice. In Invoice, select . The Account List window appears. To search for an invoice, enter the search criteria data, and then select Find. Invoices that match the search criteria appear in the Account List section of the Account List window. Double-click an invoice. The invoice charges appear in the Payment Entry window. In Pay Amt, enter the payment amount. Account Payment displays in Pay Code. In Adj Amt, enter an adjustment amount. Account Adjustment appears in Adjustment Code. Select Recalc, and then select Save. The balance due is recalculated, and saved. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Determining the Active Batch

The Active Batch Active Batch Icon is used to indicate the session's active batch during the posting process. You can only post transactions to an active batch. A Active Batch Icon appears when a single batch or a sub-batch of a batch group is set as active for the session. Batch Posting window Note: If a sub-batch is set as the active batch, the Active Batch Icon only appears next to the active sub-batch. You can only view the Active Batch Active Batch Icon when you expand the batch group. You can set an active batch from the Session Settings window or the Batch Posting window. Only one batch can be set as the active batch for a session. Select an Active Batch You can use the Batch Posting widow to set a batch as an active batch. Parent topic: Managing Batches

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

Select an Active Batch

Recommendations

Post Transactions in the Batch Header

Transaction Posting Process

Balance Batch Header Records

Enter an Invoice Payment

Determining the Active Batch

Select an Active Batch

Post Transactions in the Batch Header

Transaction Posting Process

Balance Batch Header Records

Enter an Invoice Payment

Determining the Active Batch

Select an Active Batch