Nextgen EDI EOD Payment File Import Process

Patient Experience Help

Import Patient Payment File

Import Patient Payment File Import Patient Payment File The patient's payment file can be imported using the following steps: Select File > Processes > ERA Posting to open the EPM System. Image showing the menu process described above. On the Import Remittance window, select the folder icon in the File Import field. Image of the Import Remittance window. Select the desired file, and then select Open. Figure 1. Import Remittance Navigation Window Image of the Import Remittance file selection window. Select Import. Image of the Import Remittance window with a selected file ready to import. The report gets generated. Image of the report generated after importing the file. Save the report. Parent topic: Nextgen EDI EOD Payment File Import Process

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

Post the Batch

While viewing the Batch Posting window, the batch can be posted by following these steps: Select the balanced batch. Right-click, and select Post. Verify the batch. Save the generated Batch Listing Report. Parent topic: Nextgen EDI EOD Payment File Import Process

Patient Experience Help

Balance the Batch

While viewing the Batch Posting window, the batch can be balanced by following these steps: Select Posting or the Batch Posting icon. Image with the batch posting icon highlighted to show what it looks like. Select the appropriate batch from the Batch Posting window. Image of the Batch Posting window with a list of existing batches. Select the appropriate batch and right-click and select Ledger.... Image of the Batch Posting window after right-selecting to see the menu with the available option to select Ledger.... In the Transaction Ledger window, select the Header button. Enter the following details in the Batch Maintenance window: Total Billed Total Allowed Total Paid Image of the Batch Maintenance window with the specified totals entered. Select OK. Parent topic: Nextgen EDI EOD Payment File Import Process

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

Nextgen EDI EOD Payment File Import Process

Recommendations

Import Patient Payment File

Obtain Patient ERA Files

Post the Batch

Balance the Batch

Import the End of Day Files

Import the End of Day Files

Nextgen EDI EOD Payment File Import Process

Import Patient Payment File

Obtain Patient ERA Files

Post the Batch

Balance the Batch

Import the End of Day Files

Import the End of Day Files