Set Up a Batch Header Record

Help Guide for NextGen® Enterprise PM 8

Post a Budget Payment

You can select different payment source types for posting budget payments in Budget Accounts under Practice Preferences. NextGen® Enterprise PM recommends Accounts and Encounter source types as options on the Payment Entry windows. This enables you to apply patient payments to a budget regardless of selected source/Accnt and avoid any budget payment errors. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. In Source/Accnt list, select Budget. A budget payment is posted incorrectly if you select the default value of Encounter for Source/Accnt. The Payment Entry window refreshes with new fields. Enter the account name in Account or select Find Account Search Account Button. Accounts that match the search criteria appear in the Account list. Select the desired account. The Payment Entry window displays accounts detail and summary information for the account. In Paycode, s

Help Guide for NextGen® Enterprise PM 8

Recording Transactions to a Batch

You can create a batch for initiating the payment posting process for patient payments, insurance End Of Business(EOB), and invoices. NextGen® Enterprise PM requires you to create a transaction batch header for entering payments or transactions. You can use the Batch Maintenance window to add transactions to batches for: Encounters Accounts Invoices Budgets Creating Batch Header Records You can create a batch header record to enter transactions in NextGen® Enterprise PM. Set Up a Batch Header Record You can use the Batch Maintenance window to set up a batch header record to enter transactions. Post a Budget Payment You can select the budget source type on the Payment entry window to enter a budget payment. Tracking Patient Deductible Amounts You can enter a patient deductible amount for every line-item on the payment entry window. Spreading Payments You can use the Payment Entry window to spread payments across line items. Posting Multiple Payments and Adjustments to a CPT4 Code You ca

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 a Sub-Batch for a Batch Header

Open NextGen® Enterprise PM. On the main toolbar, select Posting Posting Button. The Batch Posting window opens. In the Batch Posting window, do the following: Select open menu , and then select New > Batch. Select Header to open an existing header record. The Batch Maintenance window opens. Enter the desired information, and then select Sub Batches. Enter information for each sub-batch header. You can secure each sub-batch to a specific user. You can also use the security for an administrator to have access to all sub-batches. In System Administrator, you can grant Access to Secured Transaction Batches to the administrator. For more information, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen® Enterprise. Select OK. The Batch Posting window remains opened. You can continue to add transactions to each sub batch. After you enter all transactions for the sub batches, each sub batch must balance to the ledger. After each sub batch

Help Guide for NextGen® Enterprise PM 8

Transaction Posting Process

NextGen Healthcare processes all monetary payments through batches. All transactions including charges, payments and adjustments are recorded in batches. Each batch is distinctive and can be accessed by a specific user or anyone in the practice. You can initiate the payment posting process by creating a batch header to enter relevant information for the batch. The header batch opens to ensure payments, adjustments and refunds are balanced. Transaction posting process involves the following. Creation of a batch header record for identifying all patient and payment parameters. Recording payments, adjustments, and refunds for a batch. Printing the batch transaction record. Posting the batch record. Payments and Adjustments All transactions in NextGen® Enterprise PM are comprised of payments and adjustments. Understanding Payment Responsibility NextGen® Enterprise PM uses the figurative concepts of buckets to describe the movement of patient responsibility. Parent topic: Posting Transactio

Help Guide for NextGen® Enterprise PM 8

Create a Quick Batch

To quickly create a batch header record with the need to work with the Batch Maintenance window, you can create a Quick Batch. When you create a Quick Batch, the application uses the current system date as the default date for the batch. Note: If a Quick Batch is created in NextGen® Optical Management, the batch appears as an optical batch in NextGen® Enterprise PM. From the main toolbar, select the Posting icon. The Batch Posting window opens. Select the open menu icon, select New, and then select Quick Batch. The Quick Batch window opens. Enter a name for the batch and select OK. Parent topic: Managing Batches

Set Up a Batch Header Record

Recommendations

Post a Budget Payment

Recording Transactions to a Batch

Managing Batches

Create a Sub-Batch for a Batch Header

Transaction Posting Process

Create a Quick Batch

Set Up a Batch Header Record

Post a Budget Payment

Recording Transactions to a Batch

Managing Batches

Create a Sub-Batch for a Batch Header

Transaction Posting Process

Create a Quick Batch