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

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

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

File Maintenance Help for NextGen® Enterprise

Budget Account Preferences for Practices

You can set various preferences for budget accounts for your practice. You can select the type of budget communication send to patients, Budget Letters or Budget Statements. Budget letters communicate information about a plan in a separate letter while budget statements communicate dunning messages about a budget plan as additional information printed on the guarantor's statements instead of a separate letter. Field Description Default budget type Perpetual: Sets encounters to be rolled onto an existing budget plan without re-establishing the plan. Non-Perpetual: Keeps the budget plan specific to the encounter. Minimum flat dollar payment amount Takes the amount for the minimum allowed payment for a budget plan. An application message appears in NextGen® Enterprise PM when the amount entered on any budget plan is less than the minimum. Acceptable % of self-pay balance for perpetual payments Takes the minimum percentage of the perpetual budget plan balance allowed as a recurring payment

Budget Accounts Practice Preferences

Recommendations

Print or Export Batch Budget Letters

Print or Export Batch Budget Letters

Budget Letter Descriptions

Setting Up Budget Plans

Setting Up Budget Plans

Budget Account Preferences for Practices

Budget Accounts Practice Preferences

Print or Export Batch Budget Letters

Print or Export Batch Budget Letters

Budget Letter Descriptions

Setting Up Budget Plans

Setting Up Budget Plans

Budget Account Preferences for Practices