Obtain Patient ERA Files

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

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

View EDI Upload Status in the Patient Chart

If you upload your files to NextGen® EDI in real time, a message appears in NextGen® Enterprise PM when the upload is successful and the file is received by NextGen® EDI. You can check EDI upload status for archived appointment reminders, recalls, or encounter collection letters in the patient chart. Open NextGen® Enterprise PM. Select Chart on the main toolbar, and then search for and select the desired patient. In the Patient Chart window, select the Clinical History/Notes tab. From the Topics list, select to expand the Letters folder and then select either the Appt Reminders folder, the Demand Encounter folder, or the Recalls folder.Archived letters for the patient are listed in the Details pane. The EDI Upload column displays one of the following: Y: The letter is uploaded to NextGen® EDI. N: The letter is not uploaded to NextGen® EDI. Blank: The Upload Export File to NextGen EDI checkbox is not selected when the letter is generated. Parent topic: Uploading Files to NextGen EDI

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

Viewing 'EDI Upload' Status

When creating a statement or letter export file in NextGen® Enterprise PM, if the Upload Export File to NextGenEDI check box is selected, and valid login credentials are entered in Practice Preferences > NextGenEDI Upload, then the file automatically uploads to NextGen EDI in real-time as soon as it is created. When an upload is successful, the following occurs in NextGen® Enterprise PM: A message displays indicating the file was uploaded and received by NextGen EDI: Upload to NextGenEDI Successful; [File Name]; [File Size]. A copy of the Statement, Account Collection Letter or Budget Letter is archived in the Account Profile > Notes tab > Statements or Letters folder for each guarantor. A copy of the Appointment Reminder, Recall or Encounter Collection Letter is archived in the Patient Chart > Clinical History/Notes tab > Letters folder for each patient. The EDI Upload status is updated on the archived statement or letter. View 'EDI Upload' Status in the Account Profile You can check

File Maintenance Help for NextGen® Enterprise 8

NextGen EDI Uploading Practice Preferences

If you are enrolled in and utilizing the statements or letter services offered by NextGen Electronic Data Interchange NextGen EDI , you can automatically upload statement and letter export files to the NextGen EDI website in real-time when the files are generated in NextGen® Enterprise PM. You can also use the NextGen Background Business Processor (BBP) to automatically download files from NextGen EDI. To automatically upload and download files, your NextGen EDI login credentials must be entered on the NextGen EDI Uploading tab. To access this window, select Admin > Preferences > NextGen EDI Services. Login Information Field Description Account ID Enter the Account ID obtained from NextGen EDI. Username Enter the Username obtained from NextGen EDI. Practice ID Enter the Practice ID obtained from NextGen EDI. Password Enter the Password obtained from NextGen EDI. Test Login Select this button to validate and test the Login Information entered above. Other Option Field Description Update

Obtain Patient ERA Files

Recommendations

Import Patient Payment File

Nextgen EDI EOD Payment File Import Process

View EDI Upload Status in the Patient Chart

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

Viewing 'EDI Upload' Status

NextGen EDI Uploading Practice Preferences

Obtain Patient ERA Files

Import Patient Payment File

Nextgen EDI EOD Payment File Import Process

View EDI Upload Status in the Patient Chart

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

Viewing 'EDI Upload' Status

NextGen EDI Uploading Practice Preferences