Set Up the End of Day File Import

Help Guide for NextGen® Enterprise PM 8

Import the End of Day Files

Before you begin You must setup the end-of-day (EOD) file before importing it. Open NextGen® Enterprise PM. Select File > Processes > ERA Posting. The Import Remittance window opens. Under the Search Criteria section, enter the file or directory information, and then select Import. The EOD file is imported to NextGen® Enterprise PM, and a batch and transactions are created. An import posting report is also created which enables you to view the posted and unposted transactions. Note: The created batch must be balanced and posted. It can then be flagged for posting using NextGen® Background Business Processor. For more information on the importing of the EOD payment file, go to NextGen Healthcare Success Community, and download the latest Electronic Remittance Advice (ERA) User Guide for NextGen® Enterprise PM. You can automate the import process. The practice can contact NextGen® EDI to create scripts that automate the download of the EOD file to the practice directory. You can set up a

Help Guide for NextGen® Enterprise PM 8

Setting up the NextGen® Pay powered by InstaMed End of Day file Import

Before you begin In File Maintenance, add a default transaction code in File Maintenance > Master Files > System > Transaction Codes. Set up a file directory for importing files in NextGen® Enterprise PM. Complete the following steps for setting up the EOD file import process. Open NextGen® Enterprise PM, and then select Admin > Preference > Practice. The Practice Preferences window opens. Under Preferences List, select Patient Pay and then do the following: In the Patient Pay Import section, select the default transaction code or any other credit card transaction codes. Note: Payments are not posted if you do not select the default transaction code or any other transaction code. The payment appears in Import Posting with Not Posted due to - No Default patient pay transaction code setup description. Select the check boxes for other optional parameters. Note: NextGen Healthcare recommends selecting the Include tracking Description in Import Posting Report check box. This allows the trac

File Maintenance Help for NextGen® Enterprise

Practice Preferences for Patient Payments

You can set patient payments that are processed electronically in NextGen® Enterprise PM, similar to an ERA 835 file. The electronic file comes from a bank instead of a payer. You can set this up for your practice through your financial institution. Patients who owe balances would send their payments to the bank instead of to your practice. The bank would then deposit the money into the practice's account and send the practice a file that you can import into NextGen® Enterprise PM, just as an ERA file is imported. A transaction batch is automatically created when the file is imported, and a report similar to the ERA Import Posting report is generated. The table describes the preferences that you can set for patient pay in your practice. Patient Pay Import Description Default Transaction Code You can select the default transaction code to be used during Patient Pay Import. Do not post to encounters in a bad debt status Select this option to stop patient payments from posting automatical

Help Guide for NextGen® Enterprise PM 8

Practice Preferences for Patient Payments

You can set patient payments that are processed electronically in NextGen® Enterprise PM, similar to an ERA 835 file. The electronic file comes from a bank instead of a payer. You can set this up for your practice through your financial institution. Patients who owe balances would send their payments to the bank instead of to your practice. The bank would then deposit the money into the practice's account and send the practice a file that you can import into NextGen® Enterprise PM, just as an ERA file is imported. A transaction batch is automatically created when the file is imported, and a report similar to the ERA Import Posting report is generated. The table describes the preferences that you can set for patient pay in your practice. Patient Pay Import Description Default Transaction Code You can select the default transaction code to be used during Patient Pay Import. Do not post to encounters in a bad debt status Select this option to stop patient payments from posting automatical

File Maintenance Help for NextGen® Enterprise 8

Patient Pay Practice Preferences Descriptions

The following table describes the fields on the Patient Pay Practice Preferences window. Patient Pay Import Description Default Transaction Code You can select the default transaction code to be used during Patient Pay Import. Do not post to encounters in a bad debt status You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters in the Bad Debt status. If all encounters of a patient are in the Bad Debt status, the payment is treated as an account unapplied payment. Do not post to accounts on a budget You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters that are included on a budget plan for an account. Include tracking description in Import Posting Report You can select this option to do the following: Append a tracking description to transactions during Patient Pay Import. The tracking description includes credit card information when present in the

Help Guide for NextGen® Enterprise PM 8

Patient Pay Practice Preferences Descriptions

The following table describes the fields on the Patient Pay Practice Preferences window. Patient Pay Import Description Default Transaction Code You can select the default transaction code to be used during Patient Pay Import. Do not post to encounters in a bad debt status You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters in the Bad Debt status. If all encounters of a patient are in the Bad Debt status, the payment is treated as an account unapplied payment. Do not post to accounts on a budget You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters that are included on a budget plan for an account. Include tracking description in Import Posting Report You can select this option to do the following: Append a tracking description to transactions during Patient Pay Import. The tracking description includes credit card information when present in the

Set Up the End of Day File Import

Before you begin

Recommendations

Import the End of Day Files

Setting up the NextGen® Pay powered by InstaMed End of Day file Import

Practice Preferences for Patient Payments

Practice Preferences for Patient Payments

Patient Pay Practice Preferences Descriptions

Patient Pay Practice Preferences Descriptions

Import the End of Day Files

Setting up the NextGen® Pay powered by InstaMed End of Day file Import

Practice Preferences for Patient Payments

Practice Preferences for Patient Payments

Patient Pay Practice Preferences Descriptions

Patient Pay Practice Preferences Descriptions