Import Patient Payment File

Patient Experience Help

Obtain Patient ERA Files

Following the completion of payment processing, an electronic report is promptly uploaded to the EDI website at around 7:30 AM Eastern Standard Time on the subsequent business day, available for your convenient download. The file naming convention is as follows: D‐[EDI Client ID+Practice#].mmddyy.txt Open the EDI website at:https://edi.nextgen.com/index.shtml Enter your credentials for NextGen EDI. Select Download Report Files link. Figure 1. EDI Resource Center Image of the EDI Resource Center page. Select the desired report and save it to a folder that you can access through the EPM System. Image of the list of files that can be downloaded. Exit the EDI Website. Parent topic: Nextgen EDI EOD Payment File Import Process

Patient Experience Help

Nextgen EDI EOD Payment File Import Process

Completing the Electronic Data Interchange (EDI) File Import Process requires a series of steps to obtain the patient's Electronic Remittance Advice (ERA) files, import the patient's payment file, balance the batch, and to post the batch. Obtain Patient ERA Files You can obtain your Patient ERA Files from the EDI website. Import Patient Payment File You must import the patient payment file as a part of the Electronic Data Interchange (EDI) EOD payment file import process. Balance the Batch You can balance a batch on the Batch Posting window. Post the Batch You can post a batch on the Batch Posting window.

Patient Experience Help

Import the End of Day Files

Before you begin You must setup the end-of-day (EOD) file before importing it. Open NextGen® Enterprise PM. Select File > Processes > ERA Posting. The Import Remittance window opens. Under the Search Criteria section, enter the file or directory information, and then select Import. The EOD file is imported to NextGen® Enterprise PM, and a batch and transactions are created. An import posting report is also created which enables you to view the posted and unposted transactions. Note: The created batch must be balanced and posted. It can then be flagged for posting using NextGen® Background Business Processor. For more information on the importing of the EOD payment file, go to NextGen Healthcare Success Community, and download the latest Electronic Remittance Advice (ERA) User Guide for NextGen® Enterprise PM. You can automate the import process. The practice can contact NextGen® EDI to create scripts that automate the download of the EOD file to the practice directory. You can set up a

Help Guide for NextGen® Enterprise PM 8

Import the End of Day Files

Before you begin You must setup the end-of-day (EOD) file before importing it. Open NextGen® Enterprise PM. Select File > Processes > ERA Posting. The Import Remittance window opens. Under the Search Criteria section, enter the file or directory information, and then select Import. The EOD file is imported to NextGen® Enterprise PM, and a batch and transactions are created. An import posting report is also created which enables you to view the posted and unposted transactions. Note: The created batch must be balanced and posted. It can then be flagged for posting using NextGen® Background Business Processor. For more information on the importing of the EOD payment file, go to NextGen Healthcare Success Community, and download the latest Electronic Remittance Advice (ERA) User Guide for NextGen® Enterprise PM. You can automate the import process. The practice can contact NextGen® EDI to create scripts that automate the download of the EOD file to the practice directory. You can set up a

Help Guide for NextGen® Enterprise PM 8

Import the NextGen® Pay powered by InstaMed End of Day file

Before you begin You must setup the end-of-day (EOD) file before importing it. InstaMed sends the end-of-day (EOD) file to NextGen® EDI. This file is uploaded on its portal by NextGen® EDI for it to be downloaded by the practice. Open NextGen® Enterprise PM, and then select File > Processes > ERA Posting. The Import Remittance window opens. Under the Search Criteria section, enter the file or directory information, and then select Import. The EOD file is imported to NextGen® Enterprise PM, and a batch and transactions are created. An import posting report is also created which enables you to view the posted and unposted transactions. Note: The created batch must be balanced and posted. It can then be flagged for posting using NextGen® Background Business Processor. For more information on the importing of the EOD payment file, go to NextGen Healthcare Success Community, and download the latest Electronic Remittance Guide(ERA) User GuideThe import process can also be automated. The prac

Help Guide for NextGen® Enterprise PM 8

Processing Direct Payments

Patients can make direct payments to the NextGen® Pay powered by InstaMed payment portal for services received. NextGen® Pay powered by InstaMed sends the charges along with any Automatic Payment Collection (APC) charges to the practice in an end-of-day or EOD file. The end-of-day file has a similar format and import process as a patient pay or lockbox file. An end-of-day file is imported using the electronic remittance advice or ERA process that creates automatic batch and transactions entries. End-of-day files imported into NextGen are matched using the NextGen Practice ID and Encounter Nbr or Account Number. For account-level payments, the distribution of payment applies to any encounters with a patient balance using the First In, First Out (FIFO) method. If an encounter-level or account-level payment is greater than the patient balance, the overage is applied as an account-level unapplied payment. Set Up the End of Day File Import You can use the Practice Preferences to set up the

Import Patient Payment File

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Obtain Patient ERA Files

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Import Patient Payment File

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Nextgen EDI EOD Payment File Import Process

Import the End of Day Files

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