Field Indicator Options

File Maintenance Help for NextGen® Enterprise 8

Appendix B: Export Header Indicators

You can choose from the field indicator options for each letter type that can be exported. Field Indicator Options

File Maintenance Help for NextGen® Enterprise 8

Recall Plan Export Header Field Indicators

Primary Field Indicator Secondary Field Indicator Description Practice Prac_Name Practice Name Prac_Add1 Practice Address (the first line) Prac_Add2 Practice Address (the second line) Prac_CityStZip Practice City, State, and Zip code Prac_Phone Practice Phone number Patient Pat_PerNbr Patient Person Number Pat_FullName Patient Full Name Pat_Add1 Patient Address (the first line) Pat_Add2 Patient Address (the second line) Pat_CityStZip Patient City, State, and Zip code Pat_Country Patient Country Pat_FirstName Patient First Name Pat_BirthDate Patient Birth Date Appointment Resource_name Resource name Event_name Event name Phys_Link Physician Link (name of physician) Location_name Location name Recall Plans Recall_Plan_Name Recall Plan Name (name of the procedure that is expected to be performed) Expected_Return_Date Expected Return Date Note Note Parent topic: Field Indicator Options

File Maintenance Help for NextGen® Enterprise 8

Collection Letters Export Header Field Indicators

Collection letters are those letters that are listed in the Demand Account and Demand Encounter letter type categories, which are listed in the drop-down list of the Letter Type field on the Letters dialog box. The menu items differ depending on whether you selected the Demand Account and Demand Encounter letter type. Primary Field Indicator Secondary Field Indicator Description Practice Demand Account Demand Encounter Prac_Name Practice Name Prac_Addr1 Practice Address (the first line) Prac_Addr2 Practice Address (the second line) Prac_CityStZip Practice City, State, and Zip code Prac_Bill_Msg * This displays if you selected a Demand Account letter type Practice Bill Message (practice default header information message located in the Statements Practice Preferences) Prac_Info * This displays if you selected a Demand Encounter letter type Practice Bill Message (practice default header information message located in the Statements Practice Preferences) Prac_Zip Practice Zip code Prac_Ph

File Maintenance Help for NextGen® Enterprise 8

Change an Export Header

To delete a field indicator from the Export Header: Highlight all the information to the right of the bracketed information. Right-click and then select Delete. The only part of the field indicator that continues to display is the information in the brackets. Highlight the brackets and the information, and then select the Delete key on your keyboard. Continue to add or change the field indicators you want for the Export Header. Select OK. Parent topic: Letter Export Header

File Maintenance Help for NextGen® Enterprise 8

Set Up the Letter Export Header

The letter Export Header is set up the same way for each letter type that can be exported. Note: Collection letters are those letters that are listed in the Demand Encounter letter type category, which is listed in the Letter Type field on the Letters window. To set up an Export Header: In File Maintenance, select Master Files, and then select Practice > Letters. The Letters window opens. In the Letter Type field, select the letter type you want to set up or change the Export Header for. Double-click the letter from the list that opens. The Modify Letter Setup window opens. Select the SQL button to display the Modify Letter SQL window, then select the Export Header tab. The Export Header tab displays default SQL. Right-click the Export Header section of the window, and then select the field indicator you want to add to the Export Header. The field indicator you selected displays on the window. Parent topic: Letter Export Header

File Maintenance Help for NextGen® Enterprise 8

Letter Export Header

The ability to export letters in batch mode to ASCII file format means that you can export these letters to a clearinghouse so the clearinghouse can generate and send the letters for your practice. Before you can export letters, the Export Header needs to be set up. However, if you want to change the Export Header, you need to understand the function of the Export Header and how it is set up. The Export Header is necessary for the clearinghouse to print the letters. The information that you choose to include in the setup of the export header specifies to the clearinghouse what information is being used to address the envelopes that they mail. The information that is usually included in the Export Header includes patient information, practice information, and any information that relates to the type of letter that is being exported. When you export letters in an ASCII format file, the Export Header information that you have selected to print on the letters is displayed on the H1 line of

Field Indicator Options

Recommendations

Appendix B: Export Header Indicators

Recall Plan Export Header Field Indicators

Collection Letters Export Header Field Indicators

Change an Export Header

Set Up the Letter Export Header

Letter Export Header

Field Indicator Options

Appendix B: Export Header Indicators

Recall Plan Export Header Field Indicators

Collection Letters Export Header Field Indicators

Change an Export Header

Set Up the Letter Export Header

Letter Export Header