Transaction Import Utility

 

Transaction Import Utility

The Transaction Import Utility is a software tool developed by NextGen Technical Consulting Services to assist clients in creation of transactions in NextGen EPM from outside payment processors (such as collection agencies or outsourced billing processors) where transactions may need to be applied directly to specific encounters or charges instead of oldest charges first.

To purchase the Transaction Import Utility, please submit a NextGen Healthcare Success Community request and we will provide a quote.

If you have purchased the Transaction Import Utility and have not received a license key, please submit a NextGen Healthcare Success Community request and we will provide a license key as soon as possible.


If you are a current user of this utility and are still using a version prior to v2.1, please contact TCS prior to upgrading.

To download and install the latest version on your machine, click the INSTALL link below.

If you want to evaluate the Transaction Import Utility, you will need to put in a support ticket to obtain a trial license key from NCS.

Download Latest Version:  2.7
VERSION:
2.7
UPDATED:
September 8, 2017
CATEGORY:
Team Hampton
COMPATIBILITY:
2.7
September 8, 2017
  • Bugfix: If the sum of the charges under an encounter had a credit balance, the utility would allow specific charges with remaining debit balances to process incoming payments or adjustments from the import file. Now any line item within the import file targeting an encounter with a credit balance based upon the sum of charges for cob1,2,3 or patient balance will flow into the holding tank.
2.6
March 21, 2017
  • Enhancement: Added functionality that will provide archival services for the holding tank.
  • BugFix: The def_tran_date was not getting set on the batch when created.
2.5
February 21, 2017
  • Fixed bug in selecting payer when creating a new profile, Default Transcode Selections
2.4
September 14, 2016
  • Enhancement: Added the ability to override the overage option for a transaction targeting a charge. (See user guide for full details)
  • Bug Fix: When patient transactions were created, an insured person id was not being recorded for these transactions. This would cause a manual reversal of the transaction to fail if attempted.
2.3
April 7, 2016
  • Bugfix: Batches were not getting balanced correctly when adjustments were imported.
  • The default payment and adjustment transcode windows were set to auto adjust their height based upon the amount of data contained within. This was causing an issue where the window would render larger than the a users monitor could accomodate. This would hide the 'OK' and 'Cancel' buttons.
2.2
March 29, 2016
  • Enhancement: Added the ability to clone a profile.
  • Upgraded project to the latest version of the class library
  • Potential issue identified that could cause the import process not to retrieve the current batch causing a new batch to be created for each transaction created.
  • Fixed an issue when importing at the Account level that could cause the import to fail.
  • Fixed an issue with the profile management tab. Profiles were loading slowly and would not refresh.
  • Added a manual refresh button to the profile management page.
  • An unhandled exception could occur if a CPT code longer than 5 characters was imported from an import line item.
  • Investigated a reported bug wherein the batches were not being balanced after importing. Could not reproduce the issue at this time.
2.1
February 3, 2016
  • Support for third party transactions (IMPORTANT!: See user guide for detailed instructions on implementing this feature)
  • Added index to payment profile table to increase performance for accessing holding tank items.
  • Added application icon
1.1.0
June 10, 2015
  • Bug Fix: BBP Autopost not getting set if configured to do so.
1.0.20
December 16, 2014
  • Importing a file could fail due to cast from null to bool on allow zero amount transactions field not being set in database
1.0.19
December 9, 2014
  • Zero dollar adjustments cannot be applied to encounters with a credit balance
1.0.18
December 8, 2014
  • SQL Script Update
1.0.17
November 19, 2014
  • Added flag to trans code configuration per each code to allow or disallow 0 dollar transactions being imported

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