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 User Guide

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 p

Help Guide for NextGen® Enterprise PM 8

Reversing Payments, Adjustments, and Refunds

Before you can reverse payments, adjustments, or refunds, you must have the following rights assigned 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. You can access the Reverse Automatic Adjustments window by selecting 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. Different Scenarios for Reversing Adjustments You can manage and reverse the adjustments from NextGen® Enterprise

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

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

Transactions Operation

Recommendations

Administration Operations

Transactions Operation

Reversing Payments, Adjustments, and Refunds

Transactions Module

Transactions Module

Reversing Payments, Adjustments, and Refunds

Transactions Operation

Administration Operations

Transactions Operation

Reversing Payments, Adjustments, and Refunds

Transactions Module

Transactions Module

Reversing Payments, Adjustments, and Refunds