Apply Credits to Posted Batches on the Same Day

Patient Experience Help

Create Credit Balance with Unapplied Account Credits

If an unapplied credit is never associated directly to a charge, you can apply an unapplied credit as an adjustment or a payment. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. Create a transaction item for the encounter. Select the Use Account Credit checkbox. The Payer field displays Patient and creates an adjustment of $50 with the adjustment code of Applied Account Credit. Note: Adj Code automatically displays a system-generated transaction code and that can not be changed. This prevents balancing problems by generating a transaction code to offset the original transaction code. The application creates another transaction of negative $50 with the transaction code Applied Account Debit and tracking description of Debit to Account for Usage of a Credit Balance. The code appears from the selections made on the Transactions tab of the Practice Preferences window. To

Patient Experience Help

Use Co-payments as Unapplied Encounter Credits

Before you begin You must create an encounter in NextGen® Enterprise PM. An unapplied credit is never associated directly to a charge. You can apply the unapplied credit to an adjustment or a payment. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. Enter the co-pay amount. For example $10. Apply the payment to the encounter and enter the charges. Select the Use Encounter Credit checkbox. NextGen® Enterprise PM creates an adjustment of the entered co-pay amount (for example $10) with the adjustment code of Applied Encounter/Invoice Credit. Note: Adj Code automatically displays a system-generated transaction code that cannot be changed. This prevents balancing problems because the transaction code offsets the original transaction code. NextGen® Enterprise PM creates another transaction of negative co-pay amount (for example negative $10) with a transaction code of Appl

Help Guide for NextGen® Enterprise PM 8

Apply Credits to Posted Batches on the Same Day

You cannot delete a payment after it is posted. You can void a transaction that has posted but has not settled on the same day. If you apply a credit before the credit card company has settled the transaction, you must void the original transaction for the full amount. Open NextGen® Enterprise PM. From the main toolbar, select the Posting icon. The Batch Posting window opens. Right-click the batch, and then select Set as Active Batch. Open the Patient Chart. Select the Encounter tab, and then select the Transactions tab. Select the encounter with the posted transaction. Right-click the transaction and select Credit Card Credit. NextGen® Enterprise PM displays a message indicating that the electronic transaction is not settled and cannot be credited, and the full amount of the original sale is voided. To void the original transaction for the full amount, select Yes. NextGen® Enterprise PM credits the transaction and the transaction processor (TransFirst or InstaMed) voids the transactio

Patient Experience Help

Apply Same Day Credit to Posted Batches

You cannot delete any payment after it is posted. It must be voided after the batch is posted. You can void a credit card transaction on the same day it is posted only if the transaction is not settled by the processor. If you attempt to apply a credit before the processor has settled the transaction, you must void the original transaction for the full amount. Open NextGen® Enterprise PM. From the main toolbar, select the Posting button. The Batch Posting window opens. Right-click the batch, and then select Set as Active Batch. Open Patient Chart, and then select the Transactions sub-tab in Encounter. Select the encounter with the posted transaction. Right-click the transaction and select Credit Card Credit. A message appears indicating that the electronic transaction is not settled and credited, and a void is created. It also notes that the full amount of the original sale is going to void, and asks for confirmation. To void the original transaction for the full amount, select Yes. A

Help Guide for NextGen® Enterprise PM 8

Apply Same Day Credit to Posted Batches

You cannot delete any payment after it is posted. It must be voided after the batch is posted. You can void a credit card transaction on the same day it is posted only if the transaction is not settled by the processor. If you attempt to apply a credit before the processor has settled the transaction, you must void the original transaction for the full amount. Open NextGen® Enterprise PM. From the main toolbar, select the Posting button. The Batch Posting window opens. Right-click the batch, and then select Set as Active Batch. Open Patient Chart, and then select the Transactions sub-tab in Encounter. Select the encounter with the posted transaction. Right-click the transaction and select Credit Card Credit. A message appears indicating that the electronic transaction is not settled and credited, and a void is created. It also notes that the full amount of the original sale is going to void, and asks for confirmation. To void the original transaction for the full amount, select Yes. A

Help Guide for NextGen® Enterprise PM 8

Apply a Credit to a Posted Batch on the Same Day

You cannot delete any payment once it has been posted. It must be voided after the batch has been posted. You can void a credit card transaction on the same day it has been posted only if the transaction is not settled by the processor. If you attempt to apply a credit before the processor has settled the transaction, you must void the original transaction for the full amount. Set the batch as an active batch. Open the Patient Chart > Encounter > Transactions sub-tab. Select the encounter with the posted transaction. Right-click on the transaction and select Credit Card Credit. A message displays saying this electronic transaction has not been settled and cannot be credited, and a void will be created. It also notes that the FULL amount of the original sale will be voided, and if you wanted to continue. To void the original transaction for the full amount, select Yes. A message displays saying the transaction for the card ending in #### has been voided. The application credits the tran

Apply Credits to Posted Batches on the Same Day

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Create Credit Balance with Unapplied Account Credits

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Create Credit Balance with Unapplied Account Credits

Use Co-payments as Unapplied Encounter Credits

Apply Credits to Posted Batches on the Same Day

Apply Same Day Credit to Posted Batches

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