Budget Accounts Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Budget Letters

To generate budget letters in NextGen® Enterprise PM, set the Budget Communication method to Budget Letters in Practice Preferences > Budget Accounts. Open NextGen® Enterprise PM. Select File > Print Forms > Letters > Budget Letters. The Budget Letters window opens. The Budget Options settings are by default in Practice Preferences > Budget Accounts. Review the default Budget Options settings and make modifications, if needed. Do one of the following: To preview the budget letters prior to printing or exporting, select Preview. To print the budget letters, select Print. To create an ASCII export file and to send it to the third-party vendor for processing (printing and mailing), select Export. Select the Update Budget Dates check box. A message appears stating that the letters printed or export correctly. If all budget letters in the batch printed or exported correctly, select Yes. The following is updated on the Account Profile for every guarantor in the batch: The Last Letter Type an

File Maintenance Help for NextGen® Enterprise 8

Budget Letter Descriptions

The following table provides descriptions for the fields located in the Budget Accounts Practice Preferences. You can use this table to help set your practice preferences. Budget Letters Description First Letter Select the first letter that is sent to the guarantor after an account is set up on a budget plan. The letter usually contains the payment terms of the budget plan. NextGen® Enterprise PM creates this letter only once. Normal Letter Select the letter you want to send to the guarantor on a recurring basis during the normal course of the budget plan. This type of letter reflects the last payment received and acts as a reminder for the next payment. Final Letter Select the letter you want to send as the final letter for the budget plan. This letter shows the final payment due and is sent when the result of the final payment is a zero balance. Delinquent Letter Select the letter to send when the guarantor's budget payment is late as determined by the budget plan terms. If payment i

Help Guide for NextGen® Enterprise PM 8

Setting Up Budget Plans

For budget plans in NextGen® Enterprise PM, you must set up the following in File Maintenance. You can set up Budget Plans using Budget Letters. Practice Preferences > Budget Accounts File Maintenance > PM Practice Master Files > Letters Note: You can create budget letters in File Maintenance in multiple languages and then printed in NextGen® Enterprise PM based on the Correspondence Language selected in the patient's demographics. For more information on printing budget letters in multiple languages, go to NextGen Healthcare Success Community and download the Practice Workflow User Guide for NextGen Enterprise PM. Set up budget plans using Budget Statements. Practice Preferences > Budget Accounts File Maintenance > PM System Master Files > Budget Statement Messages File Maintenance > Libraries > Budget Statement For more information on File Maintenance for budget plans, go to the NextGen Healthcare Success Community and download the following guides: File Maintenance Preferences Guide

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Budget Statements

To generate budget statements in NextGen® Enterprise PM, the Budget Communication method must be set to Budget Statements in Practice Preferences > Budget Accounts. Open NextGen® Enterprise PM. From the File menu, select Print Forms, and then Budget Statements. The Budget Statement Generation window opens. The Budget Statement Options settings are the pre-defined settings in Practice Preferences > Budget Accounts. Review the default Budget Statement Options settings and make modifications, if needed. Do one of the following: To preview the budget statements prior to printing or exporting, select Preview. To print the budget statements, select Print. To create an ASCII export file and to send it to the third-party vendor for processing (printing and mailing), select Export. Select the Update Budget Dates check box. A confirmation message appears stating that the statements are printed or exported correctly. If all budget statements in the batch are printed or exported correctly, select

Help Guide for NextGen® Enterprise PM 8

Managing Budget Non-Payments

NextGen® Enterprise PM sets the budget plan to be paid on a monthly cycle. When the patient fails to pay the monthly amount, then there is a grace period set in the Practice Preferences. Note: While running budget letters, NextGen® Enterprise PM determines who has not paid by the due date but is still within the grace period. These accounts receive Budget Delinquent letters. If the patient does not pay within the grace period a budget plan is terminated and the encounters are automatically pre-listed on the Budget Letters window, you can select Run Terminate Process to select the collection agency for pre-listing the encounters. The system do the following: The encounters are reset to non-budget. These encounters are also pre-listed for bad debt to the agency selected in the Budget Letters window. The account is flagged to produce a statement on the next statement run. Note: Budget plans cannot be reinstated when they have been terminated. However, a new budget plan can be set up. The

Help Guide for NextGen® Enterprise PM 8

Set Up Practice Preferences for Multi-Language Letters

Enabling multi-language for a letter type allows you to preview and print letters in the patient's preferred correspondence language. This option is available when Enable multi-language for PM is selected on the Enterprise Preferences > General tab. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List, select Forms. In the Enable Multi-Language Letters field, select one or more of the following supported letter types. Appointment Reminder Budget Letter (All) Demand Account Demand Encounter Recall After you select one or more letter types, then the link displays on the Demographics tab of the Patient/Person Information window. To save changes and close the window, select OK. Parent topic: Setting Up Multi-Language Letters

Budget Accounts Practice Preferences

Recommendations

Print or Export Batch Budget Letters

Budget Letter Descriptions

Setting Up Budget Plans

Print or Export Batch Budget Statements

Managing Budget Non-Payments

Set Up Practice Preferences for Multi-Language Letters

Budget Accounts Practice Preferences

Print or Export Batch Budget Letters

Budget Letter Descriptions

Setting Up Budget Plans

Print or Export Batch Budget Statements

Managing Budget Non-Payments

Set Up Practice Preferences for Multi-Language Letters