Creating Optical Orders Batches

Help Guide for NextGen® Enterprise PM 8

Creating Optical Orders Batches

NextGen® Optical Management users can create batch header records to handle transactions related to optical orders. In NextGen® Enterprise PM, you can view and work with the optical batches created in NextGen® Optical Management by selecting the Show Optical batches checkbox in the Batch Posting window. Batch Posting Window You can also create an optical batch within NextGen® Enterprise PM by selecting the Optical Batch checkbox in the Batch Maintenance window. Batch Maintenance Window

Help Guide for NextGen® Enterprise PM 8

Managing Optical Batches

Users in NextGen® Optical Management can create batch header records to handle transactions related to optical orders. You can view and work with these optical batches within NextGen® Enterprise PM by selecting the Show Optical batches check box in the Batch Posting window. You can also create an optical batch within NextGen® Enterprise PM by selecting the Optical Batch check box in the Batch Maintenance window. Parent topic: Managing Batches

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Create Quick Batches

When you can create a quick batch, the NextGen® Enterprise PM uses the current system date as the default date for the batch. Note: If you create a quick batc in NextGen® Optical Management, the batch appears as an optical batch in NextGen® Enterprise PM. From the main toolbar, select Posting. The Batch Posting window opens. Select open menu , select New, and then select Quick Batch. The Quick Batch window opens. Enter a name for the batch, and then select OK. The created batch appears in the Batch Posting window.

Help Guide for NextGen® Enterprise PM 8

Create Quick Batches

When you can create a quick batch, the NextGen® Enterprise PM uses the current system date as the default date for the batch. Note: If you create a quick batc in NextGen® Optical Management, the batch appears as an optical batch in NextGen® Enterprise PM. From the main toolbar, select Posting. The Batch Posting window opens. Select open menu , select New, and then select Quick Batch. The Quick Batch window opens. Enter a name for the batch, and then select OK. The created batch appears in the Batch Posting window.

Help Guide for NextGen® Enterprise PM 8

Create a Quick Batch

To quickly create a batch header record with the need to work with the Batch Maintenance window, you can create a Quick Batch. When you create a Quick Batch, the application uses the current system date as the default date for the batch. Note: If a Quick Batch is created in NextGen® Optical Management, the batch appears as an optical batch in NextGen® Enterprise PM. From the main toolbar, select the Posting icon. The Batch Posting window opens. Select the open menu icon, select New, and then select Quick Batch. The Quick Batch window opens. Enter a name for the batch and select OK. Parent topic: Managing Batches

Help Guide for NextGen® Enterprise PM 8

Set Up a Batch Header Record

You can create a batch header record to enter payments, refunds, and adjustments for transactions. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select open menu , select New, and then select one of the following options: Batch to create a batch for anyone in the system, and define the default Process Date or Adjudication Date. Enterprise Batch to enter, balance, and post transactions from multiple practices within the same enterprise. Quick Batch to create a batch secured to you, using the default system dates and an active status. The Batch Maintenance window opens. Batch Maintenance Window Enter the required information for the batch. Select OK. The created batch displays under the Existing Batches list on the Posting window. Parent topic: Recording Transactions to a Batch

Creating Optical Orders Batches

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Creating Optical Orders Batches

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