Payment Entry Operation

Subgroup	Used in	Description
Allow Account Mode	NextGen® Enterprise PM	Enables users to select Account in the Source/Acct field in Payment Entry. If you set the right to No, Account is removed as an option. Note: Restricting this right prevents users from entering a payment that could bypass transaction approval.
Allow Budget Mode	NextGen® Enterprise PM	Enables users to select Budget in the Source/Acct field in Payment Entry. If you set the right to No, Budget is removed as an option.
Allow Encounter Mode	NextGen® Enterprise PM	Enables users to select Encounter in the Source/Acct field in Payment Entry. If you set the right to No, Encounter is removed as an option.
Allow Invoice Mode	NextGen® Enterprise PM	Enables users to select Invoice in the Source/Acct field in Payment Entry. If you set the right to No, Invoice is removed as an option.

System Administrator Help

Administration Operations

Subgroup Used in Description Advanced Audit Setup NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to access Advanced Audit Setup from the NextGen® Enterprise and NextGen® Enterprise PM applications. Association Maintenance NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to create and modify associations in the System Administrator application. Change Password NextGen® Enterprise PM Enables users to change their passwords. Copy User Preferences NextGen® Enterprise PM Enables users to copy user preferences, work flow module preferences and PAQ custom rules from one user to another user or user group profile. Edit NextGen® Enterprise EHR Component Profiles NextGen® Enterprise EHR Enables users to edit the Graphical Exam Tool (GET) profile. If access rights are set to Yes, the Settings option on the GET tool is enabled; if access rights are set to No, the option is disabled. External Application Setup NextGen® Enterprise EHR Enables administrators to grant use

System Administrator Help

Transactions Module

Subgroup Used in Description Balance Control NextGen® Enterprise PM Enables users to access to the Balance Control window to move a balance for an encounter from one party (insurance/guarantor) to another. Batches NextGen® Enterprise PM Enables users to create and modify transaction batches for entering payments, adjustments, and refunds. Enterprise Batch Groupings NextGen® Enterprise PM Enables users to create, modify, and delete batch groupings. For more information about enabling enterprise batch groupings, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Transaction Adjustments/ Refunds NextGen® Enterprise PM Enables users to add, modify, and delete adjustments and refunds within a transaction batch. Note: If you want users to be able to perform refund vendor matching, you must also set the Operations Transactions Vendor Matching security right to Yes. Transaction Payments NextGen® Enterprise PM Enables u

System Administrator Help

Location Restrictions

You can further restrict NextGen® Enterprise PM user actions in non-preferred locations by removing some practice-level security rights that were previously granted to a user. The removal of security applies to the user only at his or her non-preferred locations. For example, John was granted the Charge Entry permission for his security group, but Charge Entry is now disabled for him on the Loc. Restrict tab. The result is that John can access charge entry and enter or edit charges for encounters only at his preferred locations. Location-level security cannot allow greater access than what is defined at the practice level. So, if Mary is a member of a security group that does not have the Charge Entry permissions, you cannot give her permissions at the location level. The defined security for a user at the non-preferred locations is practice-specific and does not restrict what the user can do at the non-preferred locations within other practices. You can remove the following security r

System Administrator Help

Advisor Operation

The Advisor Operations subgroup in the System Administrator application enables users to access various sections of the NextGen® Enterprise PM Advisor window. Subgroup Used in Description Accounts Receivable NextGen® Enterprise PM Enables users to access the Accounts Receivable section of the Advisor window. Advisor Update NextGen® Enterprise PM Enables users to access and run the Advisor Update process from the File menu > Processes. The process updates the totals on the Advisor page, and it normally runs automatically each night. Appointments NextGen® Enterprise PM Enables users to access the Appointments section of the Advisor window. Claims NextGen® Enterprise PM Enables users to access the Claims section of the Advisor window. Email NextGen® Enterprise PM Enables users to access the Email section of the Advisor window. Encounters NextGen® Enterprise PM Enables users to access the Encounters section of the Advisor window. Letters NextGen® Enterprise PM Enables users to access the L

Help Guide for NextGen® Enterprise PM 8

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

System Administrator Help

Charge Entry Operation

Subgroup Used in Description Apply Charge Discount NextGen® Enterprise PM Enables users to access the Charge Discount screen from Charge Entry. Charge Price Override NextGen® Enterprise PM Enables users to override (change) the fee for a procedure when they enter charges regardless of the amount. Note: You can prevent overrides for a specific service item by selecting the Prevent charge amount overrides check box on the Service Items Library Maintenance window > General tab regardless of the permission set for either of the Charge Price Override security rights. Charge Price Override - $0 Charges Only NextGen® Enterprise PM Enables users to override only those charges that have a zero dollar amount. Users who can override only zero amounts can only update the Charge Price, UD Price 1, and UD Price 2 fields if they are $0.00. When users are restricted to only $0.00 amounts and the charge Process Date has been set in Charge Posting, the amounts in the UD Price 1 and UD Price 2 fields bec

Payment Entry Operation

Recommendations

Administration Operations

Transactions Module

Location Restrictions

Advisor Operation

Post a Budget Payment

Charge Entry Operation

Administration Operations

Transactions Module

Location Restrictions

Advisor Operation

Post a Budget Payment

Charge Entry Operation