Invoices Practice Preferences

Field	Description
Minimum Invoice Amount	Select this check box to designate a minimum balance to be used for printing an invoice. For example, you might not want to spend the amount on postage if the account has a zero balance.
Invoice Sort By	Select one of the following sorting options: option to sort and print invoices in alphabetical order by employer name or by invoice ID. Enter the drop-down arrow and select either Employer Name or Invoice ID. If you choose to sort invoices in alphabetical order by employer name, the invoice ID is used as a secondary sort. For example, if you have multiple invoices to print, all the invoices will first sort in alphabetical order. If there are multiple invoices for one employer, those invoices will then be sorted in ascending order by invoice number.
Show Grid Lines	Select this option to include grid lines on invoices. By default, this check box is not selected. In addition, the setting of the Show Grid Lines check boxes on the Demand Invoices and Practice Invoices always overrides the setting on this check box.
Include Invoices of Status	Select one of the following to print invoices with: only the status of "Rebilled" only the status of "Unbilled" both "Rebilled" and "Unbilled"

Field	Description
Update last invoice dates	Select this check box to update the "Last Invoice Print Date" and the "Next Print Date" in the employer's account profile each time an invoice is printed. The invoice status will also be changed to "Billed".
Auto Note	This feature is not available at this time.
Default header message	Enter the message that you want to print at the top of the invoice. It can be up to 40 characters long. This is a good place to put in your practice's phone number used for inquiries.
Default footer message	Enter the message that you want to print on the bottom of the statement. It is recommended that you do not use hard returns (ENTER key) in the message.

File Maintenance Help for NextGen® Enterprise 8

Itemized Bills Practice Preferences

Itemized Bills Practice Preferences enable you to configure the practice receipt for encounter bills and account receipts for the practice and all related service locations. The following table provides descriptions for the fields found in Practice Preferences > Itemized Bills. Field Applies to... Description Default header message account receipts encounter bills Enter the message that you want to print at the top of the statement. It can be up to 40 characters long. You can enter the practice address, phone number, website, etc. Default footer message account receipts encounter bills Enter the message that you want to print on the bottom of the statement. It is recommended that you do not use hard returns (ENTER key) in the message. Auto produce Itemized Bill when billing self pays encounter bills Select this check box to automatically generate an itemized bill when billing for self-pay encounters. Note: Selecting this check box activates the Suppress printing charge zero balance Ite

Help Guide for NextGen® Enterprise PM 8

Bill an Individual Invoice

To print and bill an individual invoice, do the following: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. In the Employer/Last Name field, enter the employer name. Select Find. The employer displays in the Account List section. Double-click the account. The Account Profile window opens. Select the Inv Summary tab. Select the invoice to be billed. Select Open Menu > Print > Invoice. The Demand Invoice window opens. Review the default Invoice Options and make modifications, if needed. Note: The default settings are selected in Practice Preferences > Invoices. The defaults for Minimum Invoice Amount and Include Invoices of Status do not apply when printing an individual invoice. To preview the invoice, select Preview. To print the invoice, select Print. When the Update Invoice Dates and Billing Status check box is selected, a message appears that all [n] invoices are printed correctly. Do one of the following: If the invoice prints correctly, select Yes. The

File Maintenance Help for NextGen® Enterprise 8

Forms Practice Preference Descriptions

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

Help Guide for NextGen® Enterprise PM 8

Invoice Headers and Footers

Invoices have a standard Remittance Header and Default Footer as shown below. The standard remittance header includes the following information: Make Checks Payable To: Practice name and address Note: This section is replaced with a practice/company logo if imported from the File > Tools > Image Explorer menu. Addressee: Employer name and address If Paying by Credit Card: Statement, charge, and account detail Remit To: Practice name and address The standard default footer includes the following information: Account Number, Other Invoice Balances, Invoice Charges, Payments, Adjustments, Invoice Balance Message: Default footer message from Practice Preferences > Invoices Please Pay This Amount Payment Due Upon Receipt banner ACCOUNT INVOICE Page n of n By default, the remittance header and default footer print on every page for invoices. This increases the number of pages printed while generating invoices, particularly for practices that have many large employer accounts with multi-page

File Maintenance Help for NextGen® Enterprise 8

Configure Statement Practice Preferences

You can use the table when setting up your preferences in Statement in Practice Preferences. Statement Options Field Description Include remit phone number on export Includes the practice’s phone number in the header section of statements that are electronically exported to a third-party vendor for processing (printing and mailing). For example, NextGen Electronic Data Interchange (EDI). Note: The phone number from the Practices master file in File Maintenance is used. Prefix practice ID onto account number Prefixes account numbers on statements (printed or exported) with the four-digit Practice ID from the Practices master file in File Maintenance. The account numbers appear as 16 digit numbers. For example: 0001000000001234 where 0001 is the practice ID and 1234 is the account number. Note: For exported statements, the third-party vendor must be able to accommodate this extended number format. Order by patient name within each statement Displays multiple patients on a single statemen

Help Guide for NextGen® Enterprise PM 8

Statement Options

Field Description Include remit phone number on export Shows included practice’s phone number in the header section of statements that are electronically exported to a third-party vendor for processing (printing and mailing). For example, NextGen® EDI. Note: The phone number from the Practices master file in File Maintenance is used. Prefix practice ID onto account number Shows prefix account numbers on statements (printed or exported) with the four-digit Practice ID from the Practices master file in File Maintenance. The account numbers will appear as 16-digit numbers. For example: 0001000000001234 where 0001 is the practice ID and 1234 is the account number. Note: For exported statements, the third-party vendor must be able to accommodate this extended number format. Order by patient name within each statement Display multiple patients on a single statement in alphabetical order by first name. If not selected, patients will display in numerical order by encounter number. Suppress SSN

Invoices Practice Preferences

Recommendations

Itemized Bills Practice Preferences

Bill an Individual Invoice

Forms Practice Preference Descriptions

Invoice Headers and Footers

Configure Statement Practice Preferences

Statement Options

Itemized Bills Practice Preferences

Bill an Individual Invoice

Forms Practice Preference Descriptions

Invoice Headers and Footers

Configure Statement Practice Preferences

Statement Options