NextGen Knowledge Center

Alert with Patient Balances for each accessible practice

You can create a system level A/R alert that shows patient balances for each practice in the enterprise that a user can access. For example, if Practice A and Practice B both have the alert enabled, but the user can access only Practice A, the alert displays the patient balance from Practice A. If the user can access Practices A and B, then the alert displays the balances for both practices.

  1. AccessEnterprise Preferences > Generaltab.
  2. SelectEnable enterprise patient balance alertsto make thePatent Balancecheck box display in Practice Preferences.

  3. SelectOK.
  4. AccessPractice Preferences > Alerts.
  5. In theSystemsection, select thePatient Balancecheck box.

  6. SelectOK.