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 User Guide

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

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

Patient Experience Help

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

Transactions Operation

Recommendations

Encounters Operation

Transactions Operation

Reversing Payments, Adjustments, and Refunds

Reversing Payments, Adjustments, and Refunds

Transactions Module

Transactions Module

Transactions Operation

Encounters Operation

Transactions Operation

Reversing Payments, Adjustments, and Refunds

Reversing Payments, Adjustments, and Refunds

Transactions Module

Transactions Module