Enter a Deductible Amount in Payment Entry

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

Post a Budget Payment

You can select different payment source types for posting budget payments in Budget Accounts under Practice Preferences. NextGen® Enterprise PM recommends Accounts and Encounter source types as options on the Payment Entry windows. This enables you to apply patient payments to a budget regardless of selected source/Accnt and avoid any budget payment errors. 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. In Source/Accnt list, select Budget. A budget payment is posted incorrectly if you select the default value of Encounter for Source/Accnt. The Payment Entry window refreshes with new fields. Enter the account name in Account or select Find Account Search Account Button. Accounts that match the search criteria appear in the Account list. Select the desired account. The Payment Entry window displays accounts detail and summary information for the account. In Paycode, s

Help Guide for NextGen® Enterprise PM 8

Enter a Deductible Amount in Payment Entry

You can enter the deductible amount manually from Explanation of Benefits (EOB) during the payment entry process or automatically through the Electronic Remittance Advice (ERA) process. You can track the deductible amounts using various reports. CAUTION: The Deductible Amount field is cumulative. For example if you have a transaction with five lines, each with a $10.00 deductible, then the transactions ledger in chart will display a transaction line item with a summarized $50.00 total for deductible. 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#. The account guarantor, patient, medical record number, and the billed account displays in the Payment Entry window. Select Open. The Payment Entry window is available for modifications. In Deduct, enter the deductible amount, and then select Save. Note: The patient deductible

Help Guide for NextGen® Enterprise PM 8

Recording Transactions to a Batch

You can create a batch for initiating the payment posting process for patient payments, insurance End Of Business(EOB), and invoices. NextGen® Enterprise PM requires you to create a transaction batch header for entering payments or transactions. You can use the Batch Maintenance window to add transactions to batches for: Encounters Accounts Invoices Budgets Creating Batch Header Records You can create a batch header record to enter transactions in NextGen® Enterprise PM. Set Up a Batch Header Record You can use the Batch Maintenance window to set up a batch header record to enter transactions. Post a Budget Payment You can select the budget source type on the Payment entry window to enter a budget payment. Tracking Patient Deductible Amounts You can enter a patient deductible amount for every line-item on the payment entry window. Spreading Payments You can use the Payment Entry window to spread payments across line items. Posting Multiple Payments and Adjustments to a CPT4 Code You ca

Patient Experience Help

Posting Transactions Overview

In NextGen® Enterprise PM, a payment is considered posted only if has gone through the posting process. You can add or modify payments for an encounter only until it is posted. The posting process is a way of telling the application that everything has been done correctly and is ready to be committed to the system. Payment posting could be manual in paper format as Explanation of Benefits (EOB) or electronically as Electronic Remittance Advice (ERA). In NextGen® Enterprise PM, there are two sources for transactions, patients or payers. Payments may come from primary, secondary or tertiary payers. Transaction Posting Process You can create a batch to enter relevant information for payments and posting the payments. Select an Active Batch You can use the Batch Posting widow to set a batch as an active batch. Add a Transaction to a Batch You can use the transactions to an active batch using the Batch Posting window. Components of the Payment Entry Window You have to enter the payment info

Help Guide for NextGen® Enterprise PM 8

Posting Transactions Overview

In NextGen® Enterprise PM, a payment is considered posted only if has gone through the posting process. You can add or modify payments for an encounter only until it is posted. The posting process is a way of telling the application that everything has been done correctly and is ready to be committed to the system. Payment posting could be manual in paper format as Explanation of Benefits (EOB) or electronically as Electronic Remittance Advice (ERA). In NextGen® Enterprise PM, there are two sources for transactions, patients or payers. Payments may come from primary, secondary or tertiary payers. Transaction Posting Process You can create a batch to enter relevant information for payments and posting the payments. Select an Active Batch You can use the Batch Posting widow to set a batch as an active batch. Add a Transaction to a Batch You can use the transactions to an active batch using the Batch Posting window. Components of the Payment Entry Window You have to enter the payment info

Enter a Deductible Amount in Payment Entry

Recommendations

Add a Line-item Reason Code During Payment Entry

Post a Budget Payment

Enter a Deductible Amount in Payment Entry

Recording Transactions to a Batch

Posting Transactions Overview

Posting Transactions Overview

Add a Line-item Reason Code During Payment Entry

Post a Budget Payment

Enter a Deductible Amount in Payment Entry

Recording Transactions to a Batch

Posting Transactions Overview

Posting Transactions Overview