Unapplied Encounter Credits Job

Field	Description
Encounter Location	Indicate one or more Service Location for which you want to process the unapplied encounter
Encounter Rendering	Indicate the Encounter Rendering physician for which you want the unapplied encounter credits to be processed.
Transaction Codes	Indicate the original transaction code applied to the unapplied encounter payment
Encounter Date From/To	Indicate the encounter date as billable date on encounter maintenance.
Process Options	Indicate the process options from either of the following: Process encounters where patient amount = unapplied amount Process unapplied with patient balance
BBP Post Batch	Indicate the patient type for which you want the encounters converted.
Job runtime alert setting (minutes)	Indicate the number of minutes you want the application to wait before sending out a job runtime alert email.
Job runtime alert email	Enter the email address of the person or persons to whom the application sends the job runtime alert.

NextGen® Background Business Processor Help 8

Unapplied Encounter Credits Job

The following table helps to configure the fields of Unapplied Encounter Credits Job: Field Description Encounter Location Indicate one or more Service Location for which you want to process the unapplied encounter Encounter Rendering Indicate the Encounter Rendering physician for which you want the unapplied encounter credits to be processed. Transaction Codes Indicate the original transaction code applied to the unapplied encounter payment Encounter Date From/To Indicate the encounter date as billable date on encounter maintenance. Process Options Indicate the process options from either of the following: Process encounters where patient amount = unapplied amount Process unapplied with patient balance BBP Post Batch Indicate the patient type for which you want the encounters converted. Job runtime alert setting (minutes) Indicate the number of minutes you want the application to wait before sending out a job runtime alert email. Job runtime alert email Enter the email address of the

Help Guide for NextGen® Enterprise PM 8

Components of the Unapplied Encounter Credits Window

Field Description Encounter Location Displays a multi-select list for locations. You can select more than one location. Encounter Rendering Displays a multi-select list for encounter renderings. You can select more than one encounter rendering. Include Transactions Displays a multi-select list for transaction codes. You can select more than one transaction code. Note: Transaction codes that are specified under the System Generated Transaction Codes section in the Tran Codes tab in the Practice Preferences window do not appear in the list. Bad debt payment codes do not appear in the list. Encounter Date Range Displays the current date as the default date. You can change the encounter date range, if needed. Information Icon Recommendation to use the start date. Process encounters where pat amt = unapplied amt Displays encounters with patient amounts that are equal to the unapplied amount. Process unapplied with patient balance Displays only encounters with net unapplied amount $$ > 0 in

Patient Experience Help

Components of the Unapplied Encounter Credits Window

Field Description Encounter Location Displays a multi-select list for locations. You can select more than one location. Encounter Rendering Displays a multi-select list for encounter renderings. You can select more than one encounter rendering. Include Transactions Displays a multi-select list for transaction codes. You can select more than one transaction code. Note: Transaction codes that are specified under the System Generated Transaction Codes section in the Tran Codes tab in the Practice Preferences window do not appear in the list. Bad debt payment codes do not appear in the list. Encounter Date Range Displays the current date as the default date. You can change the encounter date range, if needed. Information Icon Recommendation to use the start date. Process encounters where pat amt = unapplied amt Displays encounters with patient amounts that are equal to the unapplied amount. Process unapplied with patient balance Displays only encounters with net unapplied amount $$ > 0 in

Help Guide for NextGen® Enterprise PM 8

Components of the Unapplied Encounter Credits Window

The following table describes the fields on the Unapplied Encounter Credits window: Field Description Encounter Location Displays a multi-select list for locations. You can select more than one location. Encounter Rendering Displays a multi-select list for encounter renderings. You can select more than one encounter rendering. Include Transactions Displays a multi-select list for transaction codes. You can select more than one transaction code. Note: Transaction codes that are specified under the System Generated Transaction Codes section in the Tran Codes tab on the Practice Preferences window do not appear in the list. Bad debt payment codes do not appear in the list. Encounter Date Range Displays the current date as the default date. You can change the encounter date range, if needed. Information Icon Recommendation to use the start date. Process encounters where pat amt = unapplied amt Displays encounters with patient amounts that are equal to the unapplied amount. Process unapplie

Help Guide for NextGen® Enterprise PM 8

Apply Unapplied Encounter Credits

Before you begin Select a value for the unapplied credit encounter limit by selecting Unapplied credit encounter limit in the Transactions tab on the Practice Preference window. Open NextGen® Enterprise PM. Select File > Processes > Unapplied Encounter Credits. The Unapplied Encounter Credits window opens. In the Filter Criteria section, select Encounter Location, and then select the locations, if needed. Select Encounter Rendering, and then select the rendering providers, if needed. Select Include Transactions, and then select the transaction codes, if needed. Note: The Encounter date range takes the current date by default and the application selects the Process encounters where pat amt = unapplied amt option by default. Select Find. A list of encounters with a patient balance that have unapplied encounter level payment appears in the Unapplied Encounters List section. Clear the check box for the encounters that you do not want to process in the batch, if needed. Note: All unapplied

Help Guide for NextGen® Enterprise PM 8

Applying Encounter Unapplied Credits in a Batch

You can create an unapplied encounter credit when the amount in the Payment field is greater than the amount in the transaction detail for a patient-pay transaction. You can process an encounter unapplied credit in a batch on the Unapplied Encounter Credits window. You can limit the number of encounters to process in the batch by selecting Unapplied credit encounter limit in the Transactions tab on the Practice Preferences window. The default numeric value is 100. You can select any numeric value from 1 to 1000. Note: When the number of encounters in the Unapplied Encounter Credits window equals the process limit, a message appears indicating that the query is truncated based on your unapplied credit encounter limit set in the practice preferences. You can run the process again for additional transactions in a separate batch. You can also configure the BBP process to post balanced batches. If you select Post BBP before selecting Process in the Unapplied Encounter Credits window, it cre

Unapplied Encounter Credits Job

Recommendations

Unapplied Encounter Credits Job

Components of the Unapplied Encounter Credits Window

Components of the Unapplied Encounter Credits Window

Components of the Unapplied Encounter Credits Window

Apply Unapplied Encounter Credits

Applying Encounter Unapplied Credits in a Batch

Unapplied Encounter Credits Job

Unapplied Encounter Credits Job

Components of the Unapplied Encounter Credits Window

Components of the Unapplied Encounter Credits Window

Components of the Unapplied Encounter Credits Window

Apply Unapplied Encounter Credits

Applying Encounter Unapplied Credits in a Batch