Post Multiple Transactions to a CPT4 Code

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

Patient Experience Help

Enter an Invoice Payment

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 Src/Acct, select Invoice. In Invoice, select . The Account List window appears. To search for an invoice, enter the search criteria data, and then select Find. Invoices that match the search criteria appear in the Account List section of the Account List window. Double-click an invoice. The invoice charges appear in the Payment Entry window. In Pay Amt, enter the payment amount. Account Payment displays in Pay Code. In Adj Amt, enter an adjustment amount. Account Adjustment appears in Adjustment Code. Select Recalc, and then select Save. The balance due is recalculated, and saved. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Post Multiple Transactions to a CPT4 Code

You can add additional payment, adjustment, or both to a CPT4 code using the Additional Transaction option in the Payment Entry window. You can add up to six separate payments or adjustments against a single transaction. During payment posting, you can enter any number of necessary transactions for each line item. Note: After you set up the additional payer transaction codes, a column for each additional transaction code appears in the Payment Entry window. The Payment Entry window has a single pay column and adjustment column by default. 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. 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 a Payer. The Pay Code and Adj Code populates for the payer along with the additional payments and adjustment columns. Note:

Help Guide for NextGen® Enterprise PM 8

Post Multiple Transactions

In NextGen Enterprise PM, Select Posting. The Batch Posting window appears. Double-click on the batch for posting. The Payment Entry window appears. Select the applicable patient or encounter number. To select the applicable payer, select the drop-down arrow in the Payer field and select the payer. Note: When a payer is selected and additional payment/adjustment transaction codes have been set up at the Payer master level, the additional payment/adjustment columns automatically display on the Payment Entry window. The columns are not enabled until the initial payment/adjustment by the payer has been entered. Since they are defined in the Payer master file, the transaction codes are not modifiable during transaction entry. Only the dollar amounts can be changed Enter the initial payment and adjustable amounts. Enter the additional payment/adjustable amounts in the ledger area of the window in the applicable additional transaction columns. In this example, three additional adjustment tra

Help Guide for NextGen® Enterprise PM 8

Post Multiple Transactions

Select the Posting toolbar icon. The Batch Posting window appears. Double-click on the batch for posting. The Payment Entry window appears. Select the applicable patient or encounter number. To select the applicable payer, select the drop-down arrow in the Payer field and select the payer. Note: When a payer is selected and additional payment/adjustment transaction codes have been set up at the Payer master level, the additional payment/adjustment columns automatically display on the Payment Entry window. The columns are not enabled until the initial payment/adjustment by the payer has been entered. Since they are defined in the Payer master file, the transaction codes are not modifiable during transaction entry. Only the dollar amounts can be changed Enter the initial payment and adjustable amounts. Enter the additional payment/adjustable amounts in the ledger area of the window in the applicable additional transaction columns. In this example, three additional adjustment transaction

Help Guide for NextGen® Enterprise PM 8

Post a Payment to an Alternate Payer

When you post a payment for an encounter having multiple alternate payers associated with a payer, all the payers are listed in the Payer field. Note: You can apply a payment to the alternate payer even if the alternate payer was not billed during the billing process. In NextGen® Enterprise PM, select the Posting icon. The Batch Posting window opens. Double-click an existing batch. The Payment Entry window opens. Select the applicable patient or encounter number. In the Payer field, select an alternate payer associated with a payer. Enter the payment amount and adjustment amount. Select the payment code and adjustment code. Note: If you have set up the default payment and default adjustment code in the Payers-Alt Payers master file for the alternate payer, then the payment code and adjustment code automatically appears when you enter the payment and adjustment amount. If you have not set up the default payment and default adjustment code in the Payers-Alt Payers master file, then the a

Post Multiple Transactions to a CPT4 Code

Recommendations

Post a Budget Payment

Enter an Invoice Payment

Post Multiple Transactions to a CPT4 Code

Post Multiple Transactions

Post Multiple Transactions

Post a Payment to an Alternate Payer

Post Multiple Transactions to a CPT4 Code

Post a Budget Payment

Enter an Invoice Payment

Post Multiple Transactions to a CPT4 Code

Post Multiple Transactions

Post Multiple Transactions

Post a Payment to an Alternate Payer