Practice Preferences for Invoices

Field	Description
Minimum Invoice Amount	Select this option to enter a minimum balance for printing an invoice. For example, you might not want to spend the amount on postage if the account has a zero balance.
Invoice Sort By	Select the order to sort and print invoices. If you choose to sort invoices by employer name, the invoice ID is used as a secondary sorting criterion. For example, if you have multiple invoices to print, all invoices are first sorted by employer name. If there are multiple invoices for one employer, those invoices are then sorted in ascending order by invoice number.
Show Grid Lines	Select this option to include grid lines on invoices. By default, this is not selected. The setting for showing grid lines on the demand invoices and practice invoices overrides the setting here.
Include Invoices of Status	Select the statuses of invoices to be printed.

File Maintenance Help for NextGen® Enterprise 8

Invoices Practice Preferences

The Invoices Practice Preferences enable you to set up default information for employer invoices for your practice and all related service locations. Invoice Options Field Description Minimum Invoice Amount Select this check box to designate a minimum balance to be used for printing an invoice. For example, you might not want to spend the amount on postage if the account has a zero balance. Invoice Sort By Select one of the following sorting options: option to sort and print invoices in alphabetical order by employer name or by invoice ID. Enter the drop-down arrow and select either Employer Name or Invoice ID. If you choose to sort invoices in alphabetical order by employer name, the invoice ID is used as a secondary sort. For example, if you have multiple invoices to print, all the invoices will first sort in alphabetical order. If there are multiple invoices for one employer, those invoices will then be sorted in ascending order by invoice number. Show Grid Lines Select this option

File Maintenance Help for NextGen® Enterprise 8

Show or Hide Grid Lines on Invoices

Invoices can contain grid lines that may make them easier to read. You can show or hide these grid lines on invoices when you preview an invoice, print an invoice on demand, or print an invoice in batch mode. Open the Practice Preferences window, then select the Invoices Practice Preferences. To display grid lines on invoices, select the Show Grid Lines check box. To hide the grid lines on invoices, clear the Show Grid Lines check box. You can override the default set here when you print invoices. Parent topic: Invoices Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Configure Statement Practice Preferences

You can use the table when setting up your preferences in Statement in Practice Preferences. Statement Options Field Description Include remit phone number on export Includes the practice’s phone number in the header section of statements that are electronically exported to a third-party vendor for processing (printing and mailing). For example, NextGen Electronic Data Interchange (EDI). Note: The phone number from the Practices master file in File Maintenance is used. Prefix practice ID onto account number Prefixes account numbers on statements (printed or exported) with the four-digit Practice ID from the Practices master file in File Maintenance. The account numbers appear as 16 digit numbers. For example: 0001000000001234 where 0001 is the practice ID and 1234 is the account number. Note: For exported statements, the third-party vendor must be able to accommodate this extended number format. Order by patient name within each statement Displays multiple patients on a single statemen

File Maintenance Help for NextGen® Enterprise 8

Forms Practice Preference Descriptions

The following table describes the fields available to set up forms in Practice Preferences. Field Description Standard Header Information Use the up and down arrows to set the offset information fields that enable you to set the location of the listed Letter Header Information. Use a positive number to move the information down or to the right. Use a negative number to move the information up or to the left. Credit Card Acceptance Select the credit cards that your practice accepts. Options include VISA, MasterCard, American Express, and Discover. The selected credit card emblems display on the forms along with instructions to the patient for submitting a credit card payment. Header/Footer Display Options Field Description Display Remittance header on first page only Select this check box to display the standard Remittance Header on the first page only for multi-page forms, and an abbreviated header on all subsequent pages. Information on the standard Remittance Header includes the Make

Help Guide for NextGen® Enterprise PM 8

Bill an Individual Invoice

To print and bill an individual invoice, do the following: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. In the Employer/Last Name field, enter the employer name. Select Find. The employer displays in the Account List section. Double-click the account. The Account Profile window opens. Select the Inv Summary tab. Select the invoice to be billed. Select Open Menu > Print > Invoice. The Demand Invoice window opens. Review the default Invoice Options and make modifications, if needed. Note: The default settings are selected in Practice Preferences > Invoices. The defaults for Minimum Invoice Amount and Include Invoices of Status do not apply when printing an individual invoice. To preview the invoice, select Preview. To print the invoice, select Print. When the Update Invoice Dates and Billing Status check box is selected, a message appears that all [n] invoices are printed correctly. Do one of the following: If the invoice prints correctly, select Yes. The

Help Guide for NextGen® Enterprise PM 8

Bill an Individual Invoice

To print and bill an individual invoice, do the following: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. In the Employer/Last Name field, enter the employer name. Select Find. The employer displays in the Account List section. Double-click the account. The Account Profile window opens. Select the Inv Summary tab. Select the invoice to be billed. Select Open Menu > Print > Invoice. The Demand Invoice window opens. Review the default Invoice Options and make modifications, if needed. Note: The default settings are selected in Practice Preferences > Invoices. The defaults for Minimum Invoice Amount and Include Invoices of Status do not apply when printing an individual invoice. To preview the invoice, select Preview. To print the invoice, select Print. When the Update Invoice Dates and Billing Status check box is selected, a message appears that all [n] invoices are printed correctly. Do one of the following: If the invoice prints correctly, select Yes. The

Field	Description
Invoice Options
Minimum Invoice Amount	Select this option to enter a minimum balance for printing an invoice. For example, you might not want to spend the amount on postage if the account has a zero balance.
Invoice Sort By	Select the order to sort and print invoices. If you choose to sort invoices by employer name, the invoice ID is used as a secondary sorting criterion. For example, if you have multiple invoices to print, all invoices are first sorted by employer name. If there are multiple invoices for one employer, those invoices are then sorted in ascending order by invoice number.
Show Grid Lines	Select this option to include grid lines on invoices. By default, this is not selected. The setting for showing grid lines on the demand invoices and practice invoices overrides the setting here.
Include Invoices of Status	Select the statuses of invoices to be printed.

Practice Preferences for Invoices

Recommendations

Invoices Practice Preferences

Show or Hide Grid Lines on Invoices

Configure Statement Practice Preferences

Forms Practice Preference Descriptions

Bill an Individual Invoice

Bill an Individual Invoice

Invoices Practice Preferences

Show or Hide Grid Lines on Invoices

Configure Statement Practice Preferences

Forms Practice Preference Descriptions

Bill an Individual Invoice

Bill an Individual Invoice