Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

Help Guide for NextGen® Enterprise PM 8

Set Payment Preferences for Pre-Services

Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. Select Pre-Services from the preference list. If the patient wants to pay in advance, enter the recommended percentage that needs to be collected from the patient in Patient Payment %. Select Update patient insurance with copay/deductible information from cost estimation to update the co-pay and deductible values in the patient insurance information from the current cost estimate. Select OK. Parent topic: Configuring Pre-Services Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

When you open the Payment Entry window from the Estimate Patient Cost window to make a payment, transaction codes already selected in the practice preferences are utilized by default. If you want to change transaction codes, you can change them as desired in the Payment Entry window. Open NextGen® Enterprise PM and select Admin > Preferences > Practice. On the Practice Preferences window, select Tran Codes from the preference list. In the Default Transaction Codes section, do the following: To make an advance payment, select a transaction code from Pre-Service Payment To make a transaction for a bad-debt encounter, select a transaction code from Pre-Service Bad Debt Select OK. Parent topic: Configuring Pre-Services Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Configuring Pre-Services Practice Preferences

Before you perform or complete the cost estimation in NextGen® Enterprise PM, your administrator can set the preferences for Pre-Services in the Practice Preferences window. However, setting the practice preferences is not mandatory. If you are an administrator, your preferred selections for pre-services determine the following values in cost estimation: Percentage of payment that the patient agrees to pay in advance Co-pay or deductible values in the patient's insurance information Allowed amount Coinsurance amount For descriptions of the fields for the Pre-Services preferences, go to the NextGen Healthcare Success Community and download the File Maintenance Preferences Guide for NextGen® Enterprise. Set Payment Preferences for Pre-Services Your administrator can set payment preferences that determines the amount the patient can pay in advance and update the insurance information. Configuring Practice Preferences for Allowed Amount The allowed amount can be retrieved from contracts an

File Maintenance Help for NextGen® Enterprise 8

Tran Codes Practice Preferences

The Tran Codes practice preferences enable you to select Default Transaction Codes that are used when entering patient payments and adjustments from the Payment Entry window in NextGen® Enterprise PM. In addition, you can select System Generated Transaction Codes that are used when working with unapplied credits, pre-listing encounters for bad debt, voiding charges, and correcting encounter offsetting balances in NextGen® Enterprise PM. Tran Codes Practice Preferences Descriptions Parent topic: Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Tran Codes Practice Preferences Descriptions

The following table describes the fields in Tran Codes practice preferences. Default Transaction Codes Field Description Patient Cash Do one of the following: Select a transaction code to default to the Pay Code field on the Payment Entry window when users enter encounter-level patient payments. Leave this field blank to require users to select the appropriate code during payment entry. Note: The code must be setup in the Transaction Codes master file as follows: Type = Payment; Source = Patient; Sign Type = Negative. Patient Adjustment Payment Entry Account Cash Do one of the following: Select a transaction code to default to the Pay Code field on the Payment Entry window when users enter account-level patient payments. Leave this field blank to require users to select the appropriate code during payment entry. Note: The code must be setup in the Transaction Codes master file as follows: Type = Payment; Source = Patient; Sign Type = Negative. Account Adjustment Do one of the following

Help Guide for NextGen® Enterprise PM 8

Configuring Pre-Services Practice Preferences

Before you perform or complete the cost estimation in NextGen® Enterprise PM, your administrator can set the preferences for Pre-Services in the Practice Preferences window. However, setting the practice preferences is not mandatory. If you are an administrator, your preferred selections for pre-services determine the following values in cost estimation: Percentage of payment that the patient agrees to pay in advance Co-pay or deductible values in the patient's insurance information Allowed amount Coinsurance amount For descriptions of the fields for the Pre-Services preferences, go to the NextGen Healthcare Success Community and download the File Maintenance Preferences Guide forNextGen®Enterprise. Set Payment Preferences for Pre-Services Your administrator can set payment preferences that determines the amount the patient can pay in advance and update the insurance information. Configuring Practice Preferences for Allowed Amount The allowed amount can be retrieved from contracts and

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

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