NextGen Knowledge Center

Add a Perpetual Budget Plan to an Account

A perpetual budget plan is a budget plan where the system automatically selects all 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 automatically added to the budget plan.
  1. Open NextGen® Enterprise PM
  2. Select Account.
    The Account Lookup window opens.
  3. To search for a guarantor account, enter the fields in the Search Criteria section.
  4. Select Find.
    Accounts that match the search criteria appear in the Accounts List section.
  5. Double-click the guarantor account in the Account list.
    The Account Profile window opens.
  6. Select the Budget tab.
  7. Select the open menu button and select New.
    The Budget Details window opens.

  8. In the Budget Type field, select Perpetual.
    The Budget Create Date defaults to the current system date (today). This field cannot be modified. In the Encounter Information section, all encounters on the account with a patient balance are automatically selected to be included in the perpetual budget plan. Future new encounters with a patient balance will be added to the perpetual budget plan.
  9. In Next Payment Due Date, enter the date on which the first budget payment is due.
    This is a required field.
  10. 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
  11. The Total # Payments field is not available for perpetual budget plans. This field cannot be modified.
  12. In the Payment Amount field, enter the amount for each budget payment. This field is required.
  13. Select Apply.
    The Budget Status changes from ESTABLISH to NORMAL and all budget fields become unavailable.
  14. 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.