Budget Letter Descriptions

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 is not received within the number of days specified in the Number of days after delinquency before pre-list field, the Pre-List Letter prints in the next letter cycle.
Pre-List Letter	Select the letter to send when the guarantor has failed to meet the budget plan obligations and will be turned over to collections. The budget plan now becomes defunct.
Underpayment Letter	Select the letter to send (instead of the Normal Letter) when the payment received is less than the amount defined in the budget plan.
Missed Payment Letter	Select the letter to send (instead of the Normal Letter) when the guarantor has not sent a payment within the number of days specified in the Allowable number of days to receive payment from due date field. The budget plan becomes delinquent.

File Maintenance Help for NextGen® Enterprise 8

Budget Default Fields and Descriptions

The Budget Defaults section defines the default options to use when NextGen® Enterprise PM calculates budget plan amounts. Field Description Default budget type Select one of the following: Perpetual - The budget plan enables encounters to "roll-on" to an existing budget plan without have to re-establish the plan. Non-Perpetual - The budget plan remains specific to the encounter. Minimum flat dollar dollar payment amount Enter the amount for the minimum allowed payment for a budget plan. Payment amount cannot be less than this amount. A warning message displays 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 Enter the minimum percentage of the perpetual budget plan balance that can be allowed as a recurring payment. For example, if you enter 12% as acceptable, then the minimum payment must be at least 12% of the total self-pay balance. A warning message displays in NextGen® Enterprise

File Maintenance Help for NextGen® Enterprise 8

Budget Accounts Practice Preferences

The Budget Accounts Practice Preferences enable you to set up default parameters for budget plans for your practice. Budget Communication: You can select the method of communication your practice will use to create budget related notifications. Budget Letters: This option enables NextGen® Enterprise PM menu, File > Print Forms > Letters > Budget Letters. Budget letters communicate information about a plan in a separate letter. If you select this method, you can select the default letters to print for budget plans. You can select a default letter template for each type of letter. When you print these letter types in NextGen® Enterprise PM, you can choose to use the default template or any other template. Budget Statements: This option enables the NextGen® Enterprise PM menu path: File > Print Forms > Budget Statements. Budget statements communicate dunning messages about a budget plan as additional information printed on the guarantor's statements instead of as a separate letter. If you

Help Guide for NextGen® Enterprise PM 8

Budget Letter Analysis Reports

Budget Letter Analysis reports enable you to track guarantor accounts that have received a budget letter or statement regarding a past-due balance on their budget plan. The following reports are available: By Pre-List Status: Displays a list of guarantors that generated a pre-list letter or statement on a specified process date due to their budget plan reaching a Pre-List status. By Delinquent Status: Displays a list of guarantors that generated a delinquent letter or statement on a specified process date due to their budget plan reaching a Delinquent status. By Missed Payment Status: Displays a list of guarantors that generated a missed payment letter or statement on a specified process date due to their budget plan reaching a Missed Payment status. By Underpayment Status: Displays a list of guarantors that generated an underpayment letter or statement on a specified process date due to their budget plan reaching an Underpayment status. To access the reports in NextGen® Enterprise PM,

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

NextGen® Background Business Processor Help 8

Budget Letters Job

You can create the job to process, print, export the different types of budget letters to your computer or the server. Field Description Run Terminate Process? Indicate whether you want to terminate the budget plan for the patients associated with the job. When a budget plan is terminated: The encounters are automatically pre-listed. 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. Default Collection Agency Indicates the collection agency that you want to apply to the job. Update Budget Dates? Indicate whether you want the job to update the budget dates. Upload Export File To NextGenEDI? Indicate whether you want to upload the budget letter export file to NextGen® EDI. First Budget Letter Indicates the budget letter that you want to serve as the first budget letter from the list of budget letters. Normal Budget Letter Ind

Help Guide for NextGen® Enterprise PM 8

Budget Plans

A budget plan is a financial arrangement made between the practice and an account guarantor. In this arrangement, the guarantor agrees to make the scheduled payments against their outstanding balance until the balance is paid in full. There are two methods for billing accounts on budget plans, Budget Letters and Budget Statements. Each practice must decide the method of billing as it directly impacts the required setup. Setting Up Budget Plans You can set up Budget Plans in File Maintenance. Add a Perpetual Budget Plan to an Account You can use the Budget tab under the Account Profile window to add a perpetual budget plan to an account. Add a Non-Perpetual Budget Plan to an Account You can use the Budget tab on an Account Profile window to add a non-perpetual budget tab to the account. Print a Budget Agreement A Budget Agreement can be printed on the Budget Details window. Print or Export Batch Budget Letters You can print or export batch budget letters. Print or Export Batch Budget St

Budget Letter Descriptions

Recommendations

Budget Default Fields and Descriptions

Budget Accounts Practice Preferences

Budget Letter Analysis Reports

Managing Budget Non-Payments

Budget Letters Job

Budget Plans

Budget Default Fields and Descriptions

Budget Accounts Practice Preferences

Budget Letter Analysis Reports

Managing Budget Non-Payments

Budget Letters Job

Budget Plans