If your staff spends hours manually entering transactions from spreadsheets into NextGen, our Bulk Transaction Import (BTI) NextGen Add-On can eliminate this data entry. While working with NextGen Enterprise Practice Management clinics and health centers, we noticed many manually process financial transactions from Excel files due to ancillary workflows like:

• Periodic transactions for financial assistance programs or insurance rebates.
• Payments from external sources like billing systems, lockboxes, or credit card processors.
• Clean-up payments and adjustments reviewed before manual entry.

BTI automates these processes by enabling you to define batch details, transaction codes, payers, tracking descriptions, and more. It error-checks and imports data into NextGen batches quickly and accurately, eliminating manual data entry.

Join our webinar to see a demo of BTI in action. Discover how this NextGen Add-On saves time, reduces errors, and simplifies your staff’s work!