Practice Preferences for Itemized Bills

Field	Description
Default header message	Enter the message (up to 40 characters) to print at the top of the statement. You can enter the practice address, phone number, website, and so on.
Default footer message	Enter the message to print at the bottom of the statement. Avoid using hard returns (with the ENTER key) in the message.
Auto produce Itemized Bill when billing self pays	Select this option to automatically generate an itemized bill for self-pay encounters.
Suppress printing charge-zero balance Itemized Bills	Select this option to do the following: Prevent the printing of itemized bills for self-pays with zero dollar balances. Total all charges selected to bill for each encounter. If the total charges equal zero, the itemized bill is not printed. For both batch mode and demand mode, this option applies only if the Auto produce Itemized Bill when billing self pays checkbox is selected.
Detail Display Mode	Select a display option: Show SIM to display the SIM number and description. Show CPT4/Diag/Tax ID to display the CPT4 code and description, the primary diagnosis for the charge, and the tax ID for the rendering physician (for the encounter).
Show unposted payments on Itemized Bill	Select this option to display transactions that are entered but not posted. Note: Unposted payments always appear on the account receipt.
Suppress voided charges	Select this option to prevent voided charges from appearing on the itemized bill for an encounter.
Suppress transaction activity	Select this option to prevent transactions from appearing on the itemized bill for an encounter.
User/Timestamp Options	Select a display option for receipts: Show UserNameUserID/Timestamp to display the username, user ID, and transaction date and time. Show UserID/Timestamp to display the user ID and the transaction date and time. The username does not appear on the receipt.

File Maintenance Help for NextGen® Enterprise 8

Itemized Bills Practice Preferences

Itemized Bills Practice Preferences enable you to configure the practice receipt for encounter bills and account receipts for the practice and all related service locations. The following table provides descriptions for the fields found in Practice Preferences > Itemized Bills. Field Applies to... Description Default header message account receipts encounter bills Enter the message that you want to print at the top of the statement. It can be up to 40 characters long. You can enter the practice address, phone number, website, etc. Default footer message account receipts encounter bills Enter the message that you want to print on the bottom of the statement. It is recommended that you do not use hard returns (ENTER key) in the message. Auto produce Itemized Bill when billing self pays encounter bills Select this check box to automatically generate an itemized bill when billing for self-pay encounters. Note: Selecting this check box activates the Suppress printing charge zero balance Ite

Help Guide for NextGen® Enterprise PM 8

Set Up User and Timestamp Options in Practice Preferences

When printing receipts you can identify the user who issued the receipt by user ID or username. Select Admin > Preferences > Practice > Itemized Bills. The Practice Preferences Itemized Bills window opens. In the User/Timestamp Options field, select one of the following options: Show UserNameUserID/Timestamp (default) - displays the username, user ID and date and time of the transaction on the receipt. Show UserID/Timestamp - only displays the user ID, receipt date, and time of the transaction on the receipt. When selecting this option, the username does not display on the receipt. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Managing Encounter Level Payment Receipts

You can generate encounter level receipts to summarize all the transactions and payments for a given encounter. You can configure the desired options for encounter level payments receipts using the Itemized Bills under Practice Preferences with the following options: Default header and footer messages Auto produce itemized bill when billing self pays Suppress printing charge zero balance itemized bills Display SIM codes or CPT codes Show unposted payments Suppress voided charges Suppress transaction activity User time stamp Encounter level receipts can be distinguished by Encounter Invoice at the top and bottom of the invoice. Parent topic: Posting Transactions Overview

Patient Experience Help

Managing Encounter Level Payment Receipts

You can generate encounter level receipts to summarize all the transactions and payments for a given encounter. You can configure the desired options for encounter level payments receipts using the Itemized Bills under Practice Preferences with the following options: Default header and footer messages Auto produce itemized bill when billing self pays Suppress printing charge zero balance itemized bills Display SIM codes or CPT codes Show unposted payments Suppress voided charges Suppress transaction activity User time stamp Encounter level receipts can be distinguished by Encounter Invoice at the top and bottom of the invoice. Parent topic: Posting Transactions Overview

Help Guide for NextGen® Enterprise PM 8

Itemized Bill Headers and Footers

Itemized Bills (Encounter Bills) have a standard Remittance Header and Default Footer. The standard Remittance Header includes the following: Make Checks Payable To shows practice name and address Note: This section is replaced with a practice or company logo if imported from the File > Tools > Image Explorer. Addressee shows guarantor name and address If Paying by Credit Card shows the transaction information. Remit To shows practice name and address The standard Default Footer includes the following information: Account Number, Charges, Payments, Refunds/Adjustments, Insurance Balance, Patient Balance Message: Default footer message from Practice Preferences > Itemized Bills Please Pay This Amount Payment Due Upon Receipt banner ENCOUNTER INVOICE Page n of n By default, the remittance header and default footer print on every page for itemized bill. This increases the number of pages printed, particularly for practices that have encounters with many charges and transactions resulting

Help Guide for NextGen® Enterprise PM 8

Itemized Bill Headers and Footers

Itemized Bills (Encounter Bills) have a standard Remittance Header and Default Footer. The standard Remittance Header includes the following: Make Checks Payable To shows practice name and address Note: This section is replaced with a practice or company logo if imported from the File > Tools > Image Explorer. Addressee shows guarantor name and address If Paying by Credit Card shows the transaction information. Remit To shows practice name and address The standard Default Footer includes the following information: Account Number, Charges, Payments, Refunds/Adjustments, Insurance Balance, Patient Balance Message: Default footer message from Practice Preferences > Itemized Bills Please Pay This Amount Payment Due Upon Receipt banner ENCOUNTER INVOICE Page n of n By default, the remittance header and default footer print on every page for itemized bill. This increases the number of pages printed, particularly for practices that have encounters with many charges and transactions resulting

Practice Preferences for Itemized Bills

Recommendations

Itemized Bills Practice Preferences

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Itemized Bill Headers and Footers

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Practice Preferences for Itemized Bills

Itemized Bills Practice Preferences

Set Up User and Timestamp Options in Practice Preferences

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Itemized Bill Headers and Footers

Itemized Bill Headers and Footers