Letter Export Header

File Maintenance Help for NextGen® Enterprise

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

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

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. Note: For an explanation of the field indicators that that you can choose from for each of the letter types, refer to Export Header Indicators. The fi

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Encounter Collection Letters

You can generate Encounter Collection Letters in batch for all guarantors that have a Collection Letter selected on the Billing & Collections tab of the Encounter Maintenance window. NextGen® Enterprise PM. Select File > Print Forms > Letters > Encounter Collection Letters. The Batch Encounter Collection Letters window opens. Enter the desired search criteria to print the selected letters or leave the search criteria blank to print all encounters with letters in the queue. Select Find. Encounters with letters in the queue display in the Collection Letters section. All encounters displayed are selected for printing in the column on the left. If you do not want to print some letters at this time, clear those encounters. The Update Letter Dates check box is already selected in the lower left section of the window and update the Last Letter Date field on the Chart Details sub-tab of Patient Chart > Patient Information tab, for each patient in the batch. Do one of the following: To preview

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Encounter Collection Letters

You can generate Encounter Collection Letters in batch for all guarantors that have a Collection Letter selected on the Billing & Collections tab of the Encounter Maintenance window. NextGen® Enterprise PM. Select File > Print Forms > Letters > Encounter Collection Letters. The Batch Encounter Collection Letters window opens. Enter the desired search criteria to print the selected letters or leave the search criteria blank to print all encounters with letters in the queue. Select Find. Encounters with letters in the queue display in the Collection Letters section. All encounters displayed are selected for printing in the column on the left. If you do not want to print some letters at this time, clear those encounters. The Update Letter Dates check box is already selected in the lower left section of the window and update the Last Letter Date field on the Chart Details sub-tab of Patient Chart > Patient Information tab, for each patient in the batch. Do one of the following: To preview

Help Guide for NextGen® Enterprise PM 8

Exporting Letters

You can export letters to create ASCII files that are sent to a third-party vendor for processing (printing and mailing). Both individual demand letters and batch letters can be exported. You must work closely with your letter processing vendor to ensure that you create export files in NextGen® Enterprise PM are format using the appropriate data Delimiter and Text Qualifier required by the vendor. These fields must be defined in Practice Preferences > Forms > Export Options. Note: If you are using NextGen® EDI letter services, the following Export Options settings are required in Practice Preferences > Forms: Delimiter = <comma> and Text Qualifier = “. Export Letters to an ASCII File You can export letters to create ASCII files that are sent to a third-party vendor for processing. Parent topic: Recall Letters Parent topic: Generating Collection Letters

Letter Export Header

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Letter Export Header

Set Up the Letter Export Header

Set Up the Letter Export Header

Print or Export Batch Encounter Collection Letters

Print or Export Batch Encounter Collection Letters

Exporting Letters

Letter Export Header

Letter Export Header

Set Up the Letter Export Header

Set Up the Letter Export Header

Print or Export Batch Encounter Collection Letters

Print or Export Batch Encounter Collection Letters

Exporting Letters