Transaction Code Types

File Maintenance Help for NextGen® Enterprise

Setting Up of the Transaction Codes

From the Master Files - System list, select System or PM or Optical Management > Transaction Codes. The Transaction Codes List window displays. Select the Open Menu button and choose New. The Add Transaction Code Information window opens. Use the following table to enter transaction codes and then select OK. Field Description Transaction Description Enter the transaction description. This is the code that displays in the system. Note Enter any additional notes, if needed. Type Enter the type of transaction that this code represents: Adjustment Payment Refund Source Enter the source of the transaction as being expected from the Patient or Third Party. To make the transaction code available: In the Transactions Practice Preferences, select Patient. For automatic adjustments in the Contracts library, select Adjustment as the Type and Third Party as the Source. Sign Type Select the sign to associate with the transaction. Positive increases the balance. Negative decreases the balance. By de

File Maintenance Help for NextGen® Enterprise 8

Transaction Code Types

Transaction codes can be created for: Payments Adjustments Refunds Default Transaction Codes Default transaction codes can be assigned to payers in the Payers master file, practices in the Practices master file, and contracts in the Contracts library. It is recommended that you do not modify the transaction codes used in the Transactions Practice Preferences, except for the descriptions. Their descriptions can be changed to meet the needs of your practice. Parent topic: Transaction Codes

File Maintenance Help for NextGen® Enterprise

Transaction Codes

The codes you set up in the Transaction Codes master file are used in the Transaction Detail window in NextGen® Enterprise PM to qualify payments, adjustments, and refunds. They are also used to apply discounts. The transaction code descriptions print on Patient Statements. You should define enough transaction codes to cover all financial classes, then define special transaction codes for any other activity that should be tracked and reported. Transaction Code Types Setting Up of the Transaction Codes Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Transaction Codes

The codes you set up in the Transaction Codes master file are used in the Transaction Detail window in NextGen® Enterprise PM to qualify payments, adjustments, and refunds. They are also used to apply discounts. The transaction code descriptions print on Patient Statements. You should define enough transaction codes to cover all financial classes, then define special transaction codes for any other activity that should be tracked and reported. Transaction Code Types Setting Up of the Transaction Codes Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise

Transactions Sub-Tab

You can add up to six separate payments/adjustments against a single line item charge during payment posting. The transaction codes for each of the six additional transaction types are set up at the Payer Master level. If additional transaction codes are set up for a payer, then additional columns will display on the Payment Entry window corresponding to the additional payment/adjustment transaction codes that are setup on the Transactions tab of the Add/Modify Payer Information window. The column headers display with the actual names of the transaction code types that are set up on the payer master. Set Up Default Payment/Adjustment Transaction Codes Parent topic: Practice Tab

Help Guide for NextGen® Enterprise PM 8

Transactions Sub-Tab

You can add up to six separate payments/adjustments against a single line item charge during payment posting. The transaction codes for each of the six additional transaction types are set up at the Payer Master level. If additional transaction codes are set up for a payer, then additional columns will display on the Payment Entry window corresponding to the additional payment/adjustment transaction codes that are setup on the Transactions tab of the Add/Modify Payer Information window. The column headers display with the actual names of the transaction code types that are set up on the payer master. Set Up Default Payment/Adjustment Transaction Codes Parent topic: Practice Tab

Transaction Code Types

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Setting Up of the Transaction Codes

Transaction Code Types

Transaction Codes

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Transactions Sub-Tab

Transactions Sub-Tab

Transaction Code Types

Setting Up of the Transaction Codes

Transaction Code Types

Transaction Codes

Transaction Codes

Transactions Sub-Tab

Transactions Sub-Tab