Significant Events of Transaction Reversals

Patient Experience Help

Significant Events of Transaction Reversals

The significant events for transaction reversals are the following: Transaction adjustment reversed - Encounter XXX, $XX.XX. Transaction payment reversed - Encounter XXX $XX.XX. Transaction refund reversed - Encounter XXX, $XX.XX. Contract adjustment reversed on voided charge - Encounter XXX, CPT XXXXX, $XX.XX Contract adjustment reversed on payer change - Encounter XXX, CPT XXXXX, $XX.XX, Contract adjustment taken on amount - Encounter XXX, CPT XXXXX, $XX.XX Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Transaction Reversals Significant Events

The significant events for transaction reversals are the following: Transaction adjustment reversed – Encounter XXX, $XX.XX. Transaction payment reversed – Encounter XXX $XX.XX. Transaction refund reversed – Encounter XXX, $XX.XX. Contract adjustment reversed on voided charge – Encounter XXX, CPT XXXXX, $XX.XX Contract adjustment reversed on payer change - Encounter XXX, CPT XXXXX, $XX.XX, Contract adjustment taken on allowed amount - Encounter XXX, CPT XXXXX, $XX.XX These events will appear on the Significant Events report when reversals are applied to a transactions. Parent topic: Process Date Overrides

Help Guide for NextGen® Enterprise PM 8

Viewing Transactions Information in Encounters

Viewing Transactions Information in Encounters Viewing Transactions Information in Encounters You can view charges and transactions (payments, adjustments, and refunds) for an encounter in the Transactions tab under Encounters. Additionally you can use the Transactions tab to do the following: Open the Charge Posting window. Reverse the payment on a transaction. The reversed payment appears in the Tracking Desc column in the Transactions tab. Open the Payment Entry window to view the transaction details. View the NextGen® Document Management explanation of benefits (EOB). View the NextGen® Document Management fee ticket. View the Electronic Remittance Advice (ERA) explanation of benefits (EOB) information. View the credit card information associated with the transaction. Open the Coordination of Benefits Information window. Open the Coordination of Benefits All Payer window. Encounters - Transactions tab For more information on transactions, go to NextGen Healthcare Success Community,

Help Guide for NextGen® Enterprise PM 8

Reversing Automatic Adjustments

When you remove insurance from an encounter with automatic adjustments applied to charges from an assigned contract and there are no other posted or unposted transactions applied to the encounter, the automatic adjustments are applied to the encounter for the payer. The application reverses the adjustment and removes the insurance from the encounter. Note: The application applies new adjustments to applicable charges if you attach a new payer to the encounter that has a contract with auto adjustments for the charges. You can delete a primary insurance for an encounter that has an automatic adjustment applied to its charges from an assigned contract and the encounter has no other posted or unposted transactions applied to it. You can delete it by selecting Delete on the Insurance tab on the Patient Chart window. The automatic adjustments are applied to the encounter for the payer and the application reverses the adjustment and deletes the payer from the encounter. You can also void a ch

Help Guide for NextGen® Enterprise PM 8

Reversing Automatic Adjustments

When you remove insurance from an encounter with automatic adjustments applied to charges from an assigned contract and there are no other posted or unposted transactions applied to the encounter, the automatic adjustments are applied to the encounter for the payer. The application reverses the adjustment and removes the insurance from the encounter. Note: The application applies new adjustments to applicable charges if you attach a new payer to the encounter that has a contract with auto adjustments for the charges. You can delete a primary insurance for an encounter that has an automatic adjustment applied to its charges from an assigned contract and the encounter has no other posted or unposted transactions applied to it. You can delete it by selecting Delete on the Insurance tab on the Patient Chart window. The automatic adjustments are applied to the encounter for the payer and the application reverses the adjustment and deletes the payer from the encounter. You can also void a ch

Help Guide for NextGen® Enterprise PM 8

Undo Automatic Adjustments On Encounters

Before you begin You must have the necessary permission to reverse the applied charges. You can reverse automatic charge adjustments from outdated contracts in the following scenarios: The charge has automatic adjustments applied from a contract. The contract allowed amount for the charge line has been updated for the encounter period. The encounter is unbilled, billed, rebilled, and archived. The charge's date of service falls within the CPT® -4 effective period as defined in the contract's fee schedule. Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Encounters tab, right-click an encounter, and then select Reverse Auto Adjustment. In the Reverse Automatic Adjustments window, select the

Significant Events of Transaction Reversals

Recommendations

Significant Events of Transaction Reversals

Transaction Reversals Significant Events

Viewing Transactions Information in Encounters

Reversing Automatic Adjustments

Reversing Automatic Adjustments

Undo Automatic Adjustments On Encounters

Significant Events of Transaction Reversals

Significant Events of Transaction Reversals

Transaction Reversals Significant Events

Viewing Transactions Information in Encounters

Reversing Automatic Adjustments

Reversing Automatic Adjustments

Undo Automatic Adjustments On Encounters