Unapplied Amounts by Account, Invoice, and Encounter Report Columns

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the account, invoice or encounter
Loc Name	Location Name	Location associated with the encounter
Guar Name	Guarantor Name	Guarantor Information
Pat Name	Patient Name	Patient Information
Birth Dt	Birth Date	Patient Information
E/I/A/B	Source Number: Encounter Account Invoice Budget	Transaction Detail
Enc Rendering	Encounter Rendering Provider	Encounter Maintenance
Src Type	Source Type	Transaction Detail
Unappld Amt	Unapplied Amount	Transaction Detail
Chg Amt	Charge Amount	Transaction Detail
Ins1 Amt	Insurance 1 Amount	Transaction Detail
Ins2 Amt	Insurance 2 Amount	Transaction Detail
Ins3 Amt	Insurance 3 Amount	Transaction Detail
Pat Amt	Patient Amount	Transaction Detail
Enc Copay	Encounter Copay	Encounter Maintenance
Ln Itm Amt	Line Item Amount	Transaction Detail
Proc Dt	Process Date	Transaction Detail

Help Guide for NextGen® Enterprise PM 8

Unapplied Amounts by Account, Invoice, and Encounter Report Columns

The following columns are available on the Unapplied Amounts by Account, Invoice, and Encounter report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the account, invoice or encounter Loc Name Location Name Location associated with the encounter Guar Name Guarantor Name Guarantor Information Pat Name Patient Name Patient Information Birth Dt Birth Date Patient Information E/I/A/B Source Number: Encounter Account Invoice Budget Transaction Detail Enc Rendering Encounter Rendering Provider Encounter Maintenance Src Type Source Type Transaction Detail Unappld Amt Unapplied Amount Transaction Detail Chg Amt Charge Amount Transaction Detail Ins1 Amt Insurance 1 Amount Transaction Detail Ins2 Amt Insurance 2 Amount Transaction Detail Ins3 Amt Insurance 3 Amount Transaction Detail Pat Amt Patient Amount Transaction Detail Enc Copay Encounter Copay Encounter Maintenance Ln Itm Amt Line Item Amount Transaction Detail Proc Dt Process Date Transactio

Help Guide for NextGen® Enterprise PM 8

Payments by Line Item Report Columns

The following table describes the columns in the Daily by Line Item Payments report: Column Name Description Data Pulled From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Service Location Name Encounter Maintenance Location SubGrp1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Post Date Date the transaction posted. Transaction Detail Proc Date Date the transaction was processed. Charge Posting Ovr Proc Dt Override process date Charge Posting Bt Dt Batch date Batch Maintenance Bt Nbr Batch number Batch Maintenance Bt Desc Batch description Batch Maintenance Track Desc Tracking Description Payment Entry E/I/A/B Encounter Invoice Account Budget Transaction Detail Collection Agency Collection Agency Encounter Maintenance Dtl E/I/A/B Encounter Invoice Account

Help Guide for NextGen® Enterprise PM 8

Payments by Line Item Report Columns

The following table describes the columns in the Daily by Line Item Payments report: Column Name Description Data Pulled From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Service Location Name Encounter Maintenance Location SubGrp1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Post Date Date the transaction posted. Transaction Detail Proc Date Date the transaction was processed. Charge Posting Ovr Proc Dt Override process date Charge Posting Bt Dt Batch date Batch Maintenance Bt Nbr Batch number Batch Maintenance Bt Desc Batch description Batch Maintenance Track Desc Tracking Description Payment Entry E/I/A/B Encounter Invoice Account Budget Transaction Detail Collection Agency Collection Agency Encounter Maintenance Dtl E/I/A/B Encounter Invoice Account

Help Guide for NextGen® Enterprise PM 8

Adjustments by Encounter Report Columns

The following columns are available on the Daily by Encounter Adjustments report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Location Name Encounter Maintenance Location SubGrp 1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp 2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Post Date Post Date Transaction Detail Proc Date Process Date Transaction Detail Ovr Proc Dt Override Process Date Transaction Date Bt Dt Batch Date Batch Maintenance Bt Nbr Batch Number Batch Maintenance Bt Desc Batch Description Batch Maintenance Track Desc Tracking Description Payment Entry E/I/A/B Encounter Invoice Account Budget Transaction Detail Collection Agency Collection Agency Encounter Maintenance Dtl E/I/A/B Detail for: Encounter Invoice Account Budget Transaction Detail Thi

Help Guide for NextGen® Enterprise PM 8

Adjustments by Encounter Report Columns

The following columns are available on the Daily by Encounter Adjustments report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Location Name Encounter Maintenance Location SubGrp 1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp 2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Post Date Post Date Transaction Detail Proc Date Process Date Transaction Detail Ovr Proc Dt Override Process Date Transaction Date Bt Dt Batch Date Batch Maintenance Bt Nbr Batch Number Batch Maintenance Bt Desc Batch Description Batch Maintenance Track Desc Tracking Description Payment Entry E/I/A/B Encounter Invoice Account Budget Transaction Detail Collection Agency Collection Agency Encounter Maintenance Dtl E/I/A/B Detail for: Encounter Invoice Account Budget Transaction Detail Thi

Help Guide for NextGen® Enterprise PM 8

Payments by Encounter Report Columns

The following table describes the columns in the Daily by Encounter Payments report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient's encounter Loc Name Location Name Charge Posting Location SubGrp 1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp 2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Post Date Post Date Transaction Detail Proc Dt Process Date Transaction Detail Ovr Proc Dt Override Process Date Transaction Detail Bt Dt Batch date Batch Maintenance Bt Nbr Batch number Batch Maintenance Bt Desc Batch description Batch Maintenance Track Desc Tracking Description Payment Entry E/I/A/B Encounter Invoice Account Budget Transaction Detail Dtl E/I/A/B Details for: Encounter Invoice Account Budget Transaction Detail This column shows the encounter numbers where an account-level p

Unapplied Amounts by Account, Invoice, and Encounter Report Columns

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Unapplied Amounts by Account, Invoice, and Encounter Report Columns

Payments by Line Item Report Columns

Payments by Line Item Report Columns

Adjustments by Encounter Report Columns

Adjustments by Encounter Report Columns

Payments by Encounter Report Columns

Unapplied Amounts by Account, Invoice, and Encounter Report Columns

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Unapplied Amounts by Account, Invoice, and Encounter Report Columns

Payments by Line Item Report Columns

Payments by Line Item Report Columns

Adjustments by Encounter Report Columns

Adjustments by Encounter Report Columns

Payments by Encounter Report Columns