Delete Transactions from a CPT4 Code

Patient Experience Help

Add a Transaction Level Reason Code During Payment Entry

Transaction level reason codes are selected in the Clm Reasons field on the Payment Entry window. You can enter multiple reason codes at the transaction level. Transaction codes are set up for the practice in the Reason Code Maintenance window in File Maintenance. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the desired batch header record. The Payment Entry window opens. Enter the encounter number in Enc/Clm# and select Enter. The account guarantor, patient, medical record number, and the billed account appear in the Payment Entry window. In the Clm Reasons list, select the codes that match the payer's reason code on the remittance advice. Select Save. Parent topic: Posting Transactions Overview

Patient Experience Help

Add a Line-item Reason Code During Payment Entry

You can enter multiple reason codes at the line-item level, and each line-item can have a different reason code. Line-item reason codes are selected from the Line Item Reasons column at the bottom of the Payment Entry window. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the desired batch header record. The Payment Entry window opens. Enter the encounter number in Enc/Clm# and select Enter. The account guarantor, patient, medical record number, and the billed account appear in the Payment Entry window. In Line Item Reasons, select the codes that match the payer's reason code on the remittance advice. Enter the required fields and select Recalc. Select Save. Parent topic: Posting Transactions Overview

Patient Experience Help

Enter an Encounter 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 desired payment information. Select Save. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Delete Transactions from a CPT4 Code

You can remove a transaction from the Payment Entry window if it is saved, and before the batch is posted. 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 encounter number in Enc/Clm#. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. In the Payment Entry ledger, right-click the transaction and then select Delete. A confirmation message appears asking you for the deletion of the transaction.. Select OK. The transaction is deleted from the Payment Entry Window. Select Save. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Void Transactions Next Day in Unposted Batches

Open NextGen® Enterprise PM. From the main toolbar, select the Posting button. The Batch Posting window opens. Right-click the batch with the unposted transactions, and then select Ledger. The Transaction Ledger window opens. Locate the encounter with the credit card transaction. Open the transaction on the Payment Entry window. Select Delete. A message appears to confirm the transaction deletion and also indicates that the electronic transaction for the specific card is going to be voided. Select Yes. The system deletes the transaction and sends the credit transaction for the entire transaction amount to the NextGen® Pay powered by InstaMed transaction processor. A message appears indicating that the transaction for the card ending in #### is voided. Note: If you select No, the delete or credit procedure is canceled and the Payment Entry window opens with no changes made. Select OK. Parent topic: Void Credit Card and Check Transactions

Patient Experience Help

Void Transactions Next Day in Unposted Batches

Open NextGen® Enterprise PM. From the main toolbar, select the Posting button. The Batch Posting window opens. Right-click the batch with the unposted transactions, and then select Ledger. The Transaction Ledger window opens. Locate the encounter with the credit card transaction. Open the transaction on the Payment Entry window. Select Delete. A message appears to confirm the transaction deletion and also indicates that the electronic transaction for the specific card is going to be voided. Select Yes. The system deletes the transaction and sends the credit transaction for the entire transaction amount to the NextGen® Pay powered by InstaMed transaction processor. A message appears indicating that the transaction for the card ending in #### is voided. Note: If you select No, the delete or credit procedure is canceled and the Payment Entry window opens with no changes made. Select OK. Parent topic: Void Credit Card and Check Transactions

Delete Transactions from a CPT4 Code

Recommendations

Add a Transaction Level Reason Code During Payment Entry

Add a Line-item Reason Code During Payment Entry

Enter an Encounter Payment

Delete Transactions from a CPT4 Code

Void Transactions Next Day in Unposted Batches

Void Transactions Next Day in Unposted Batches

Delete Transactions from a CPT4 Code

Add a Transaction Level Reason Code During Payment Entry

Add a Line-item Reason Code During Payment Entry

Enter an Encounter Payment

Delete Transactions from a CPT4 Code

Void Transactions Next Day in Unposted Batches

Void Transactions Next Day in Unposted Batches