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 User Guide

Payment Entry Operation

The Payment Entry Operations subgroup in the System Administrator application enables users to enter payments in various modes. For example, you might want to allow users to enter payments when the source is Encounter or Invoice but prevent payments when the source is Account or Budget. 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

System Administrator Help

Encounters Operation

Subgroup Used in Description Add Patient Encounter NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to create encounters. Convert In Progress Batch Process NextGen® Enterprise PM Enables users to change the status of multiple encounters from "In Progress" to "Unbilled". Convert In Progress Demand Process NextGen® Enterprise PM Enables users to change the status of an encounter from "In Progress" to "Unbilled". Convert In Progress Indicator NextGen® Enterprise PM &NextGen® Enterprise EHR Enables users to modify (select or clear) the Convert In Progress check box on the Encounter Maintenance window. Delete Encounter Rate SIM and Rate NextGen® Enterprise PM Enables users to delete an encounter rate SIM and encounter rate amount from Encounter Maintenance. Delete Patient Encounter NextGen® Enterprise PM &NextGen® Enterprise EHR Enables users to delete patient encounters. Demand Bill NextGen® Enterprise PM Enables users to access the Bill toolbar button or right-click menu to

System Administrator Help

Encounters - Advanced Restrictions Operation

The Encounters - Advanced Restrictions Operations are used in NextGen® Enterprise PM and NextGen® Enterprise EHR. Subgroup Description Encounter Changes Location Enables users to activate the Encounter Advanced Restrictions option in System Administrator when a location is changed for encounter specific line-items. Encounter Changes Primary Payer Enables users to activate the Encounter Advanced Restrictions option in System Administrator when a primary payer is changed. Encounter Changes Services Dates Enables users to activate the Encounter Advanced Restrictions option in System Administrator when service dates are changed. Void and Enter Charges Enables users to void and enter a charge on an encounter. Parent topic: Subgroups of the Operations Permissions Group

System Administrator User Guide

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

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

Payment Entry Operation

Recommendations

Payment Entry Operation

Encounters Operation

Encounters - Advanced Restrictions Operation

Transactions Module

Transactions Module

Location Restrictions

Payment Entry Operation

Payment Entry Operation

Encounters Operation

Encounters - Advanced Restrictions Operation

Transactions Module

Transactions Module

Location Restrictions