Loading...
Loading...
The following table describes the fields available to set up forms in Practice Preferences.
| Field | Description |
|---|---|
| Standard Header Information | Use the up and down arrows to set the offset information fields that enable you to set the location of the listed Letter Header Information. Use a positive number to move the information down or to the right. Use a negative number to move the information up or to the left. |
| Credit Card Acceptance | Select the credit cards that your practice accepts. Options include VISA, MasterCard, American Express, and Discover. The selected credit card emblems display on the forms along with instructions to the patient for submitting a credit card payment. |
Header/Footer Display Options
| Field | Description |
|---|---|
| Display Remittance header on first page only | Select this check box to display the standard Remittance Header on the first page only for multi-page forms, and an abbreviated header on all subsequent pages. Information on the standard Remittance Header includes the Make Checks Payable To (or practice logo) section, the Addressee section, the If Paying by Credit Card section, and the Remit To section. Information on the abbreviated header includes Practice Name, Account Name and Account Number. If this check box is not selected, the standard Remittance Header prints on all pages for multi-page forms. |
| Display default footer on last page only | Select this check box to display the standard Default Footer on the last page only for multi-page forms, and an abbreviated footer on all prior pages. Information on the Default Footer includes the Financial Totals section, a footer Message, the Please Pay This Amount box, and the Payment Due Upon Receipt banner. Information on the abbreviated footer includes Form Name and Page Number. If this check box is not selected, the standard Default Footer prints all pages for multi-page forms. |
Header Options
The Header Options control the display of information at the top of forms and letters. By default, all of the check boxes are selected.
| Field | Description |
|---|---|
| Show Checks Payable | Select this check box to show whom to make the check payable to when making a payment. Caution: The "payable to" information displays in the upper-left corner of the form. If your practice has a logo, the logo will not display and only the " payable to " information displays on the form. |
| Show Remit Address | Select this check box to show the address to send a payment to. |
| Show Addressee | Select this check box to show the name and address of the recipient of the letter. |
| Show Demand Letter Label | Select this check box to show the type of letter being sent and the encounter number for reference. |
| Show Amount Return | Select this check box to show a field labeled Show Amount Paid Here. This field is used by the recipient to enter the amount they are remitting. |
| Show Default Address / Ins Change Info | Select this check box to show a check box for the recipient to check if the addressee's address or insurance information has changed and to indicate any change on the reverse side of the letter. |
| Show Default Return Top Portion | Instructions for the recipient to detach and return the top portion with their payment. |
| Prefix Practice ID on Account NBR for financial letters | Select this check box to prefix the Practice ID on the Account NBR field for all the financial letters. |
Form/Label Templates
| Field | Description |
|---|---|
Hide Patient Insurance Name when expired or deactivated | Select this check box to prevent expired and deactivated insurance from displaying in any insurance data repository field used on forms designed with the Form Template master file. The affected data repository fields are Patient Primary Insurance Name, Patient Secondary Insurance Name, and Patient Tertiary Insurance Name. |
Export Options
| Field | Description |
|---|---|
| Delimiter | Select the character you want to use as a field delimiter when exporting statements to an ASCII file. |
| Text Qualifier | Select the character to be used to encapsulate and distinguish the text as a field in the statement export file. |
| Stock ID | Enter the code, comprised of one letter and five digits, that will populate the Stock ID segment of the A1 header in the EDI export file that is generated from NextGen® Enterprise PM. |
Enable Multi Language
| Field | Description |
|---|---|
| Enable Multi Language | To apply the multi-language feature to a letter type, in the Letters list, select one or more letter types. Enabling multi-language for a letter type allows you to preview and print the selected letter type in the patient's preferred correspondence language. You can select one or more of the following supported letter types:
|