Dunning Messages

Help Guide for NextGen® Enterprise PM 8

Dunning Messages

Dunning Messages provides additional information on statements to the guarantor related to their outstanding patient balance. The message that prints can be based on the age of the oldest outstanding patient balance or the number of statements sent for the outstanding patient balance. The message prints in bold text in the body of the statement after listing the last encounter. Setting Up Dunning Messages You can set up dunning messages on the Practice Preferences window. Suppress Dunning Messages on Statements You can suppress dunning messages on the Account Profile window of the desired guarantor. Parent topic: Statement Messages

File Maintenance Help for NextGen® Enterprise 8

Setting Up Dunning Messages

You can set up Dunning Messages on the Practice Preferences window by selecting the following: Practice Preferences > Statements. Select either Dunning messages by Aging or Dunning messages by Statement Counter for the practice. Dunning Messages master file. Create messages to be printed on statements. Practice Preferences > Statements. Select the Default Dunning Messages and Statement Aging Date for the practice. Select Dunning Messages by Aging or by Statement Counter You can select dunning messages by aging or by statement Counter on the Practice Preferences window. Add or Modify Dunning Messages You can add or modify dunning messages on the Dunning Message Master Maintenance window. Set Up Practice Preferences for Dunning Messages You can set up dunning messages for the practice in the Practice Preferences window. Parent topic: Dunning Messages

Help Guide for NextGen® Enterprise PM 8

Select Dunning Messages by Aging or by Statement Counter

Open NextGen® Enterprise PM. Select Admin > Preferences > Practice. The Practice Preferences window opens. Select Statements. Select one of the following: Dunning messages by Aging: Select this button if statement dunning messages are based on the age of the guarantor’s oldest patient balance. Note: When the balance reaches 31 days, the message appears stating that the balance is more than 30 days past due, remit payment as soon as possible. Dunning messages by Statement Counter: Select this button if statement dunning messages are based on the guarantor’s account-level statement counter. Note: If the statement counter is at 1 and you generate second statement, a message appears stating that this is your second statement. Your balance is now past due, remit payment as soon as possible. Select OK. Dunning messages by Aging or Dunning messages by Statement Counter is selected on the Practice Preferences window. Parent topic: Setting Up Dunning Messages

File Maintenance Help for NextGen® Enterprise 8

Select Dunning Messages by Aging or by Statement Counter

Open NextGen® Enterprise PM. Select Admin > Preferences > Practice. The Practice Preferences window opens. Select Statements. Select one of the following: Dunning messages by Aging: Select this button if statement dunning messages are based on the age of the guarantor’s oldest patient balance. Note: When the balance reaches 31 days, the message appears stating that the balance is more than 30 days past due, remit payment as soon as possible. Dunning messages by Statement Counter: Select this button if statement dunning messages are based on the guarantor’s account-level statement counter. Note: If the statement counter is at 1 and you generate second statement, a message appears stating that this is your second statement. Your balance is now past due, remit payment as soon as possible. Select OK. Dunning messages by Aging or Dunning messages by Statement Counter is selected on the Practice Preferences window. Parent topic: Setting Up Dunning Messages

Help Guide for NextGen® Enterprise PM 8

Statement Messages

Statement messages are a way to provide additional information on detail statements to the guarantor related to charge line items on the statement that have an outstanding insurance balance. The messages that print can be based on the age of the outstanding insurance balance or based on the number of statements sent for the outstanding insurance balance. Note: Statement messages work with detail statements only. The Display detail information on statement check box must be selected in Practice Preferences > Statements. Setting Up Statement Messages You can set up statement messages in the File Maintenance. Dunning Messages Dunning messages provides additional information on statements to the guarantor related to their outstanding patient balance. Statements Practice Preferences This section provides detailed information for each of the options that are available for statements. Parent topic: Statements

Help Guide for NextGen® Enterprise PM 8

Setting Up Dunning Messages

You can set up Dunning Messages on the Practice Preferences window by selecting the following: Practice Preferences > Statements. Select either Dunning messages by Aging or Dunning messages by Statement Counter for the practice. Dunning Messages master file. Create messages to be printed on statements. Practice Preferences > Statements. Select the Default Dunning Messages and Statement Aging Date for the practice. Select Dunning Messages by Aging or by Statement Counter You can select dunning messages by aging or by statement Counter on the Practice Preferences window. Add or Modify Dunning Messages You can add or modify dunning messages on the Dunning Message Master Maintenance window. Set Up Practice Preferences for Dunning Messages You can set up dunning messages for the practice in the Practice Preferences window. Parent topic: Dunning Messages

Dunning Messages

Recommendations

Dunning Messages

Setting Up Dunning Messages

Select Dunning Messages by Aging or by Statement Counter

Select Dunning Messages by Aging or by Statement Counter

Statement Messages

Setting Up Dunning Messages

Dunning Messages

Setting Up Dunning Messages

Select Dunning Messages by Aging or by Statement Counter

Select Dunning Messages by Aging or by Statement Counter

Statement Messages

Setting Up Dunning Messages