Add a Non-Perpetual Budget Plan to an Account

A Non-Perpetual budget plan is a plan where the user manually selects existing encounters with a self-pay balance on an account and adds them to the budget plan. Future new encounters added to the account are also manually added to the budget plan.

Note: Encounters in Bad Debt status cannot be included in a budget plan.

Open NextGen® Enterprise PM.
From the Tasks menu, select Lookup > Accounts.
The Account Lookup window opens.
To search for a guarantor account, enter the search criteria data, and then select Find.
Accounts that match the search criteria appear in the Accounts List section.
Double-click the guarantor account in the Account list.
The Account Profile window opens.
Select the Budget tab.
The Budget Details window opens.
Select the open menu button and select New.
The Budget Details window opens.
In Budget Type, select Non-Perpetual.

Note: The Default Budget Type defined in Practice Preferences > Budget Accounts determines which option is selected by default.

The Budget Create Date defaults to the current system date (today). This field cannot be modified.
In the Encounter Information section at the bottom of the window, select the open menu button and select one of the following:
- Select Add to open all encounters on the account with a patient balance. Double-click to select the encounter to be added to the budget plan.
- Select Delete to remove the encounters from the budget plan.
- Select All to add encounters on the account with a patient balance to the budget plan.
- Select None to remove the encounters added to the budget plan.
- Add - The Encounter Lookup window opens listing all encounters on the account with a patient balance.
- Delete - The selected encounter is removed from the budget plan. This option is not available until one or more encounters have been added to the plan.
- All - All encounters on the account with a patient balance are added to the budget plan.
- None - All encounters added to the budget plan are removed. This option is not available until one or more encounters have been added to the plan.
In Next Payment Due Date, enter the date on which the first budget payment is due.
This is a required field.
In Payment Cycle, select one of the following to define the frequency of budget payments.
- Every 7 Days
- Every 10 Days
- Every 12 Days
- Every 15 Days
- Every 20 Days
- Every 25 Days
- Every 30 Days
Note: This is a required field. The Minimum Payment Interval defined in Practice Preferences > Budget Accounts determines the minimum increment available for selection.
In Total # Payments, enter total number of budget payments to be made. This field is required. The Payment Amount is calculated as follows:

Total Patient Balance / Total # Payments = Payment Amount
In Payment Amount, enter the amount for each budget payment to be made. The Total # Payments is calculated as follows:

Total Patient Balance / Payment Amount = Total # Payments

Note: This field is required. If the payment amount is less than the minimum flat dollar payment amount defined in Practice Preferences > Budget Accounts, a message appears stating that the budget payment amount must be greater than $n.
The following fields display information that cannot be modified:
- Budget Status shows ESTABLISH.
- Beginning Budget Amount shows the total patient balance to be paid on the budget plan as of the Budget Create Date.
- Remaining Budget Amount shows the total patient balance remaining on the budget plan as of the current date.
- Balance From Encounter shows the total insurance balance + patient balance for the encounters included on the budget plan.
- Charges Covered by Ins shows the total Insurance Balance for the encounters included on the budget plan.
- Total Patient Balance shows the total Patient Balance for the encounters included on the budget plan.
  Balance From Encounter - Charges Covered by Ins = Total Patient Balance
- Last Letter Type shows the type of letter or statement last generated for the budget plan. This field does not display until the first letter or statement is generated.
- Last Letter Sent On shows the date the last letter or statement was generated for the budget plan. This field does not display until the first letter or statement is generated.
- Last Delinquent Date shows the date the budget plan last reached delinquent status. This field does not display until the budget plan reaches delinquent status.
Select Apply.
The Budget Status changes from ESTABLISH to NORMAL and all budget fields become unavailable.
Select Close.
Under the guarantor's Budget tab in the Account Profile window.
- The new active budget plan is listed in the Budget Plans section.
- If enabled, a Budget Plan Established significant event is recorded in the History section, which is also seen on the History folder under the Notes tab.

Note: Encounters in Bad Debt status cannot be included in a budget plan.

Open NextGen® Enterprise PM.
From the Tasks menu, select Lookup > Accounts.
The Account Lookup window opens.
To search for a guarantor account, enter the search criteria data, and then select Find.
Accounts that match the search criteria appear in the Accounts List section.
Double-click the guarantor account in the Account list.
The Account Profile window opens.
Select the Budget tab.
The Budget Details window opens.
Select the open menu button and select New.
The Budget Details window opens.
In Budget Type, select Non-Perpetual.

Note: The Default Budget Type defined in Practice Preferences > Budget Accounts determines which option is selected by default.

The Budget Create Date defaults to the current system date (today). This field cannot be modified.
In the Encounter Information section at the bottom of the window, select the open menu button and select one of the following:
- Select Add to open all encounters on the account with a patient balance. Double-click to select the encounter to be added to the budget plan.
- Select Delete to remove the encounters from the budget plan.
- Select All to add encounters on the account with a patient balance to the budget plan.
- Select None to remove the encounters added to the budget plan.
- Add - The Encounter Lookup window opens listing all encounters on the account with a patient balance.
- Delete - The selected encounter is removed from the budget plan. This option is not available until one or more encounters have been added to the plan.
- All - All encounters on the account with a patient balance are added to the budget plan.
- None - All encounters added to the budget plan are removed. This option is not available until one or more encounters have been added to the plan.
In Next Payment Due Date, enter the date on which the first budget payment is due.
This is a required field.
In Payment Cycle, select one of the following to define the frequency of budget payments.
- Every 7 Days
- Every 10 Days
- Every 12 Days
- Every 15 Days
- Every 20 Days
- Every 25 Days
- Every 30 Days
Note: This is a required field. The Minimum Payment Interval defined in Practice Preferences > Budget Accounts determines the minimum increment available for selection.
In Total # Payments, enter total number of budget payments to be made. This field is required. The Payment Amount is calculated as follows:

Total Patient Balance / Total # Payments = Payment Amount
In Payment Amount, enter the amount for each budget payment to be made. The Total # Payments is calculated as follows:

Total Patient Balance / Payment Amount = Total # Payments

Note: This field is required. If the payment amount is less than the minimum flat dollar payment amount defined in Practice Preferences > Budget Accounts, a message appears stating that the budget payment amount must be greater than $n.
The following fields display information that cannot be modified:
- Budget Status shows ESTABLISH.
- Beginning Budget Amount shows the total patient balance to be paid on the budget plan as of the Budget Create Date.
- Remaining Budget Amount shows the total patient balance remaining on the budget plan as of the current date.
- Balance From Encounter shows the total insurance balance + patient balance for the encounters included on the budget plan.
- Charges Covered by Ins shows the total Insurance Balance for the encounters included on the budget plan.
- Total Patient Balance shows the total Patient Balance for the encounters included on the budget plan.
  Balance From Encounter - Charges Covered by Ins = Total Patient Balance
- Last Letter Type shows the type of letter or statement last generated for the budget plan. This field does not display until the first letter or statement is generated.
- Last Letter Sent On shows the date the last letter or statement was generated for the budget plan. This field does not display until the first letter or statement is generated.
- Last Delinquent Date shows the date the budget plan last reached delinquent status. This field does not display until the budget plan reaches delinquent status.
Select Apply.
The Budget Status changes from ESTABLISH to NORMAL and all budget fields become unavailable.
Select Close.
Under the guarantor's Budget tab in the Account Profile window.
- The new active budget plan is listed in the Budget Plans section.
- If enabled, a Budget Plan Established significant event is recorded in the History section, which is also seen on the History folder under the Notes tab.

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