Transactions Operation

Subgroup	Used in	Description
Access Secured Transaction Batches	NextGen® Enterprise PM	Enables users to access transaction batches (payments/adjustments) that are secured to other users.
Batch Posting	NextGen® Enterprise PM	Enables users to balance and post transaction batches (payments/adjustments/refunds).
Batch Process Date Override	NextGen® Enterprise PM	Enables users to override the current process date for posting transactions. If done on the batch header, all transactions associated with that batch will have the specified process date.
Credit Card Credit	NextGen® Enterprise PM	Enables users to reverse the credit card transactions posted against the charge.
Credit Card Payment	NextGen® Enterprise PM	Enables users to post credit card transactions.
Reset Blown Batch	NextGen® Enterprise PM	Enables users to reset a "blown" transaction batch (payments/adjustments/refunds).
Reverse Adjustment	NextGen® Enterprise PM	Enables users to reverse adjustments from the Transactions tab in the patient’s chart.
Reverse Auto Adjustments - Batch	NextGen® Enterprise PM	Enables users to reverse automatic adjustments by using the “Reverse Automatic Adjustments” process in NextGen® Enterprise PM ( File menu > Processes > Reverse Automatic Adjustments menu item).
Reverse Auto Adjustments - Encounter	NextGen® Enterprise PM	Enables users to reverse automatic adjustments by right-clicking an encounter in the patient’s chart and selecting Reverse Auto Adjustment.
Reverse Payment	NextGen® Enterprise PM	Enables users to reverse payments from the Transactions tab in the patient’s chart.
Reverse Refund	NextGen® Enterprise PM	Enables users to reverse refunds from the Transactions tab in the patient’s chart.
Unapplied Account Payment Addition	NextGen® Enterprise PM	Enables users to enter patient payments as Unapplied Credits (at the account level only). Note: This security right was formerly known as Unapplied Payment Addition. If the right was originally set to Yes for any user group, it will remain the same for Unapplied Account Payment Addition.
Unapplied Encounter Payment Addition	NextGen® Enterprise PM	Enables users to enter patient payments as Unapplied Credits (at the encounter level only). Note: This security right was formerly known as Unapplied Payment Addition. If the right was originally set to Yes for any user group, it will remain the same for Unapplied Encounter Payment Addition.
Vendor Matching	NextGen® Enterprise PM	Within a pending refund transaction in the Payment Entry window in NextGen® Enterprise PM, users will have access to the Vendor Matching Lookup button, Refund Name/Address section, and the View Chart toolbar button. Note: You can grant additional security rights that allow users to enter and delete refund transactions. See the MODULES > Transactions > Transaction Adjustments/Refunds security right for more information.

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

Tasks Operation

Subgroup Used in Description Allow NextGen® Enterprise EHR Task Generation from NextGen® Enterprise PM NextGen® Enterprise PM & NextGen® Enterprise EHR Enables NextGen® Enterprise PMt users to create NextGen® Enterprise EHR tasks within certain areas of NextGen® Enterprise PMand send the tasks to a user or workgroup in NextGen® Enterprise EHR. The tasks can be created from the Tasks menu.: right-clicking on an encounter from the patient chart. right-clicking on an encounter from the Encounter Lookup. right-clicking on the tasks section of the Clinical History/Notes tab in the patient chart. Allow Encounter Void Task Deletion NextGen® Enterprise PM & NextGen® Enterprise EHR Ability to delete tasks from the workflow Module when an encounter has been marked as void in NextGen® Enterprise PM. Allow Transaction Approval Task Deletion NextGen® Enterprise PM Ability to delete a task once a transaction has been completed and approved. Allow User Task Approval for Other Users NextGen® Enterpris

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

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

Help Guide for NextGen® Enterprise PM 8

Reversing Payments, Adjustments, and Refunds

Before user can reverse payments, adjustments, or refunds, the users must be assigned the following rights in System Administrator: Reverse Adjustment to enable users to reverse adjustments from the Transactions tab on the patient's chart. Reverse Auto Adjustments - Batch to enable users to reverse automatic adjustments by using the Reverse Automatic Adjustments process in NextGen® Enterprise PM. To access the Reverse Automatic Adjustments window, select File > Processes > Reverse Auto Adjustments. Reverse Auto Adjustments - Encounter to enable users to reverse automatic adjustments by right-clicking an encounter on the patient's chart and selecting Reverse Auto Adjustment. Reverse Payment to enable users to reverse payments from the Transactions tab in the patient's chart. Reverse Refund enable users to reverse refunds from the Transactions tab in the patient's chart. Reversing Adjustments When the Insurance has Changed Reversing Adjustments when Voiding a Charge Retroactively Correct

Help Guide for NextGen® Enterprise PM 8

Reverse Automatic Adjustments from the Patient Chart

You can reverse automatic adjustments made on charges in outdated contracts. These adjustments are made when the encounter meets any of the following criteria: Automatic adjustments from a contract have been applied to a charge. The allowed amount for the charge line-item has been updated in the contract for the time period of the encounter. The encounter has a status of unbilled, billed, rebilled, or history. The begin DOS for charge is during the effective time period of the CPT4 that is defined in the Fee Schedule tab of the contract. The user performing the reverse automatic adjustments has the proper security. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup . The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select the Enc

Transactions Operation

Recommendations

Administration Operations

Tasks Operation

Charge Entry Operation

Transactions Module

Reversing Payments, Adjustments, and Refunds

Reverse Automatic Adjustments from the Patient Chart

Administration Operations

Tasks Operation

Charge Entry Operation

Transactions Module

Reversing Payments, Adjustments, and Refunds

Reverse Automatic Adjustments from the Patient Chart