Add or Modify Dunning Messages

Help Guide for NextGen® Enterprise PM 8

Set Up Practice Preferences for Dunning Messages

Open NextGen® Enterprise PM. Select Admin > Preferences> Practice. Select Preferences. The Practice Preferences window opens. In the Preferences List on the left, select Statements. Select Default Dunning Messages for the practice. Select Statement Aging Date for the practice. Note: This setting affects how balances are aged for statements and therefore determines in which aging category a balance displays at the bottom of the statement. (Current, 30 Days, 60 Days, 90 Days or 120 Days) Select one of the following: Select Charge Service Date for age balances on statements by the Service Date on charges. Select Enc Pat Resp Date for age balances on statements by the Patient Responsibility Date on encounters. This date occurs when all charge balances have been settled to the Pat Amt bucket in Balance Control and there is no remaining balance in the Ins1, Ins2 or Ins3 Amt buckets. Select Enc Encounter Date for age balances on statements by the Billable Date on encounters. To save changes a

Help Guide for NextGen® Enterprise PM 8

Select Dunning Messages by Aging or by Statement Counter

Open NextGen® Enterprise PM. Select Admin > Preferences > Practice. The Practice Preferences window opens. Select Statements. Select one of the following: Dunning messages by Aging: Select this button if statement dunning messages are based on the age of the guarantor’s oldest patient balance. Note: When the balance reaches 31 days, the message appears stating that the balance is more than 30 days past due, remit payment as soon as possible. Dunning messages by Statement Counter: Select this button if statement dunning messages are based on the guarantor’s account-level statement counter. Note: If the statement counter is at 1 and you generate second statement, a message appears stating that this is your second statement. Your balance is now past due, remit payment as soon as possible. Select OK. Dunning messages by Aging or Dunning messages by Statement Counter is selected on the Practice Preferences window. Parent topic: Setting Up Dunning Messages

File Maintenance Help for NextGen® Enterprise 8

Add or Modify Dunning Messages

Open File Maintenance. Select Master Files > Practice > Dunning Messages. The Dunning Messages List window opens. Do one of the following: To add new dunning messages, select Open Menu and select New. To modify existing dunning messages, select the item in the list, select the Open Menu button and select Open. The Dunning Message Master Maintenance window opens. Note: The display of the window is determined by the Dunning messages by Aging or Dunning messages by Statement Counter setting in Practice Preferences > Statements. In the Dunning Master Name field, enter a name for the set of dunning messages being defined. The name does not print on statements. This is a required field. In the Note field, enter any additional information for the messages being defined. The note does not print on statements. The first column displays one of the following: Select Aging Category, The Aging Category displays pre-defined categories that cannot be modified. The categories are: 0-30, 31-60, 61-90,

Help Guide for NextGen® Enterprise PM 8

Setting Up Dunning Messages

You can set up Dunning Messages on the Practice Preferences window by selecting the following: Practice Preferences > Statements. Select either Dunning messages by Aging or Dunning messages by Statement Counter for the practice. Dunning Messages master file. Create messages to be printed on statements. Practice Preferences > Statements. Select the Default Dunning Messages and Statement Aging Date for the practice. Select Dunning Messages by Aging or by Statement Counter You can select dunning messages by aging or by statement Counter on the Practice Preferences window. Add or Modify Dunning Messages You can add or modify dunning messages on the Dunning Message Master Maintenance window. Set Up Practice Preferences for Dunning Messages You can set up dunning messages for the practice in the Practice Preferences window. Parent topic: Dunning Messages

File Maintenance Help for NextGen® Enterprise 8

Setting Up Dunning Messages

You can set up Dunning Messages on the Practice Preferences window by selecting the following: Practice Preferences > Statements. Select either Dunning messages by Aging or Dunning messages by Statement Counter for the practice. Dunning Messages master file. Create messages to be printed on statements. Practice Preferences > Statements. Select the Default Dunning Messages and Statement Aging Date for the practice. Select Dunning Messages by Aging or by Statement Counter You can select dunning messages by aging or by statement Counter on the Practice Preferences window. Add or Modify Dunning Messages You can add or modify dunning messages on the Dunning Message Master Maintenance window. Set Up Practice Preferences for Dunning Messages You can set up dunning messages for the practice in the Practice Preferences window. Parent topic: Dunning Messages

File Maintenance Help for NextGen® Enterprise 8

Add or Modify a Statement Library

Open File Maintenance. Select Libraries, and then select Statement. The Statement Library List window opens. Do one of the following: To add a new library, select open menu and select New. To modify an existing library, select the item in the list, select open menu and select Open. The Statement Library window opens. In the Name field, enter a name for the defined library. This field is required. In the Note field, enter any additional information. The note does not print on statements. Select one of the following: Select Dunning messages by Aging if Statement Messages in the library are based on the age of the outstanding insurance balance. Select Dunning messages by Statement Counter if Statement Messages in the library are based on the statement counter (the number of statements previously sent) for the outstanding insurance balance. In the Nbr of Columns field, select the number of columns needed for the library being defined. If Dunning messages by Aging is selected, the number of

Add or Modify Dunning Messages

Recommendations

Set Up Practice Preferences for Dunning Messages

Select Dunning Messages by Aging or by Statement Counter

Add or Modify Dunning Messages

Setting Up Dunning Messages

Setting Up Dunning Messages

Add or Modify a Statement Library

Set Up Practice Preferences for Dunning Messages

Select Dunning Messages by Aging or by Statement Counter

Add or Modify Dunning Messages

Setting Up Dunning Messages

Setting Up Dunning Messages

Add or Modify a Statement Library