Set Up the Letter Export Header

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

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

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

File Maintenance Help for NextGen® Enterprise 8

Field Indicator Options

Each table lists the primary field indicator options followed by the associated secondary field indicators, which you select to appear on the Export Header, and a description of the field indicators. You can access the field indicators by right-clicking on Export Header tab of the Modify Letter SQL window. Note: Some of the names of the Export Header field indicators might be different from what is listed in the following tables if any changes were made to the information on the Pre or SQL tabs of the Modify Letter SQL window. Appointment Reminders Export Header Field Indicators Budget Letters Export Header Field Indicators Collection Letters Export Header Field Indicators Recall Plan Export Header Field Indicators Parent topic: Appendix B: Export Header Indicators

File Maintenance Help for NextGen® Enterprise

Field Indicator Options

Each table lists the primary field indicator options followed by the associated secondary field indicators, which you select to appear on the Export Header, and a description of the field indicators. You can access the field indicators by right-clicking on Export Header tab of the Modify Letter SQL window. Note: Some of the names of the Export Header field indicators might be different from what is listed in the following tables if any changes were made to the information on the Pre or SQL tabs of the Modify Letter SQL window. Appointment Reminders Export Header Field Indicators Budget Letters Export Header Field Indicators Collection Letters Export Header Field Indicators Recall Plan Export Header Field Indicators Parent topic: Appendix B: Export Header Indicators

Help Guide for NextGen® Enterprise PM 8

Export Letters to an ASCII File

You can export an individual account or encounter collection letters on the Demand Letters window. You can export batch letters from the following windows: Appointment Reminders Batch Account Collection Letters Batch Encounter Collection Letters Budget Letters Recall Letters Open the collection letters that you want to export to an ASCII file. To create an export file, select Export. The Save As window opens. Browse to the appropriate directory folder to save the export file. Select File Name, and then enter a name for the export file. Select Save as Type, and then select text files (*.txt). To save changes and close the window, select Save. Note: When you create the export file, you must send it to the third-party vendor for processing. Instructions and training on how to send files are provided by the third-party vendor. Parent topic: Exporting Letters

Set Up the Letter Export Header

Recommendations

Change an Export Header

Set Up the Letter Export Header

Letter Export Header

Field Indicator Options

Field Indicator Options

Export Letters to an ASCII File

Set Up the Letter Export Header

Change an Export Header

Set Up the Letter Export Header

Letter Export Header

Field Indicator Options

Field Indicator Options

Export Letters to an ASCII File