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 users to add, modify, and delete payments within a transaction batch.

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

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

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

Managing Batches

In NextGen® Enterprise PM, batches are sets of payment, adjustment, and refund transactions. You can create batches for each location, each day, or for each practice. For example, a batch can be created for a check-in staff to record all the transactions for the day. You can secure a batch or an enterprise batch grouping to a single user for security purposes. Any user without the appropriate security rights cannot access the transactions in the batch. You can also choose to remove an entire enterprise batch grouping from the list if none of the sub-batches are secured to the current user. You can use the Batch Maintenance window to manage batches for a given practice. Batch Status You can use the batch status for payment batches to denote the flow of line item balance. Determining the Active Batch You can only post transactions to a batch marked as active on the Batch Posting window. Balance the Batch Header Record Using Recalc Function in Payment Entry You can use the Recalc button o

Help Guide for NextGen® Enterprise PM 8

Create an Enterprise Batch Grouping

You can create transaction batch grouping using Enterprise Batch Grouping feature in NextGen® Enterprise PM. streamline transaction entry and batch balancing by using enterprise batch grouping. Enterprise batch groups are comprised of transaction batches from multiple practices within an enterprise. They enable users to enter, balance, and post transactions from multiple practices. In the Batch Posting window, you can create a batch grouping by selecting which practices the application creates transaction batches for. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Select open menu icon, select New, and then select Enterprise Batch Grouping. The Enterprise Batch Grouping Maintenance window opens. Enter the enterprise batch grouping description, and the date fields. In the Practice section, select the practices to include in the batch grouping. To subgroup the transactions into an appropriate category, select the value from Transaction

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

Transactions Module

Recommendations

Transactions Module

Transactions Operation

Transactions Operation

Managing Batches

Create an Enterprise Batch Grouping

Tasks Operation

Transactions Module

Transactions Module

Transactions Operation

Transactions Operation

Managing Batches

Create an Enterprise Batch Grouping

Tasks Operation