Search for Transactions in the Ledger

Patient Experience Help

Balance Batch Header Records

Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select a batch, select open menu , and then select Ledger. The Transaction Ledger window opens. Select Header. The Batch Maintenance window opens. Compare the Total Billed, Total Allowed, Total Paid, and Total Adjusted amounts in the Batch Maintenance window to those in the Transaction Ledger window. If the amounts do not match, change the amounts as necessary. CAUTION: Every batch item entered has a corresponding billed amount. If you have a charge of $25.00 and you receive two separate checks to apply to the charge, the charge appears on the ledger twice. The billed amount for the two checks is $50.00, not $25.00. Verify that the number of payments match the payments on the ledger. Do not include adjustments. Note: The Payments, Sub Batches, and Members details appear only if Enable Batch Groups is selected on the General tab on the Practice Preferences window. When the ledger and heade

Patient Experience Help

Enter an Encounter 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. Enter the desired payment information. Select Save. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Search for Transactions in the Ledger

Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select the desired batch, right-click and then select Ledger. The Ledger Lookup opens. Enter the desired search criteria, and then select Find. Select Include Reconciled and Include UnPosted options to include reconciled transactions and unposted transactions as part of your search criteria. The transactions matching the search criteria display in the Ledger Lookup window. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Search for Transactions

You can search for transactions from the Transaction Ledger window. Access the Batch Posting window. Select the applicable batch, right-click and then select Ledger. In the Ledger Lookup window, right-click and select Ledger Lookup. The Ledger Lookup window opens. Do the following as applicable: Enter a source identification number. Select one of the following source type: Account Budget Encounter Invoice Enter a transaction date. Enter the total amount billed. Enter the allowed amount. Enter the payment amount for a transaction. Enter the adjustment or refund amount. Select one or more of the transaction codes that you want to include in your search criteria. Enter the tracking description. Enter the last name of the patient. Clear the Include Reconciled check box if you do not want to include reconciled transactions as part of your search criteria. Clear the Include UnPosted check box if you do not want to include unposted transactions as part of your search criteria. Select Find. Pa

Help Guide for NextGen® Enterprise PM 8

Enter an Encounter 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. Payment Entry Window Enter the desired payment information. Select Save. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Add Transactions from Patient Records

Before you begin You must select the batch before adding transactions from the selected patient record. Open NextGen® Enterprise PM. On the main toolbar, select Posting. The Batch Posting window opens. Right-click the batch, and then select Set as Active Batch. A green check mark appears on the selected batch. Note: You can also select the batch in Edit > Session Settings > Active Batch in the Session Settings window. Search for and select the patient record for the encounter from one of the following locations: Tasks > Lookup > Appointments. Tasks > Lookup > Encounters. Tasks > Lookup > Charts. From the People Maintenance window, select Chart, and then select the Encounters tab. Right-click the patient or the encounter or appointment if an encounter is attached, and then select Add Transaction. The Payment Entry window opens. Enter the transaction details, and then select Recalc. Select Save. The transaction is recorded to the active batch. Parent topic: Viewing Reconciled Transaction

Search for Transactions in the Ledger

Recommendations

Balance Batch Header Records

Enter an Encounter Payment

Search for Transactions in the Ledger

Search for Transactions

Enter an Encounter Payment

Add Transactions from Patient Records

Search for Transactions in the Ledger

Balance Batch Header Records

Enter an Encounter Payment

Search for Transactions in the Ledger

Search for Transactions

Enter an Encounter Payment

Add Transactions from Patient Records