Import the End of Day Files

Patient Experience Help

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

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

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.

Help Guide for NextGen® Enterprise PM 8

Electronic Remittance Advice

Electronic Remittance Advice (ERA) 835 files can be imported from the File > Processes > ERA Posting menu. This process compares transactions in the ERA 835 file for each claim against the charge information in NextGen® Enterprise PM. When ERA transactions match to charges, a transaction batch is automatically created, and the ERA transactions are added to the batch ledger. Transactions in the ERA file that do not match to charges, or do not post for other reasons, display on the ERA Import Posting report as “Not Posted” and are not added to the transaction batch. The ERA Posting process is designed to increase efficiency. Once the original set up for the process is complete, there is minimal effort required to set up additional payers. It is estimated to take about 15 minutes to post an electronic ERA 835 file for a 30-page Explanation of Benefits (EOB) electronically, compared to approximately two hours to post the same 30-page EOB manually. ERA Automatic Adjustments and Library Sett

Import the End of Day Files

Before you begin

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