Archiving Statements

Help Guide for NextGen® Enterprise PM 8

Generating Batch Statements

Statements for all guarantor accounts that have met or exceeded the Number of Days between Statements defined in Practice Preferences > Statements can be generated at the same time in a batch. To include a guarantor account in the batch, the account must meet all criteria and parameters selected on the Statement Options window. The default settings on the Statement Options window are from pre-defined settings in Practice Preferences > Statements. For more information on Statement Options, go to the NextGen Healthcare Success Community and download the File Maintenance Preferences Guide for NextGen® Enterprise and refer to the Statements Practice Preferences section. Print or Export Batch Statements You can print or export batch statements on the Statement Options window. Statement Options Window Filters Statement Options window includes four additional tabs to use filters. Statement Options Window Buttons You can use Statement Options fields to add late fee or additional filters before

Help Guide for NextGen® Enterprise PM 8

Resetting Statement Print Dates

When printing or exporting an individual demand statement or a batch of statements, if the Update Last Statement Dates check box is selected on the Statement Options window and you select the Print or Export button. A confirmation message appear stating that the statements are printed or exported correctly. If you select Yes on the message, the following parameters are updated on the Account Profile, Properties tab for every guarantor account in the batch. The accounts will not qualify for another statement until they again meet or exceed the Number of Days between Statements defined in Practice Preferences > Statements. Last Statement Print Date Next Statement Print Date Statement Counter If after selecting Yes to the message, you discover that the batch did not actually print or export correctly (e.g., paper jam on printer), the statements cannot be regenerated because the above parameters have already been updated for each guarantor account. The Reset Print Dates option will reset t

Help Guide for NextGen® Enterprise PM 8

Suppressing Statements

You can suppress statements from generating for a guarantor at the account, chart, or encounter levels. Reports and work log tasks are available to assist in identifying print statement indicators that have been turned off. In addition, specific payers can be defined to not generate statements, specific SIM codes can be suppressed from statements, and all SIM descriptions can be suppressed from statements. Suppress Statements for an Account You can suppress statements for an account. Suppress Statements for a Chart You can suppress statements at the chart level. Suppress Statements for an Encounter You can suppress statements at the encounter level. Suppress Statements for a Payer You can suppress statements for a payer. Suppress Statements for a SIM Code You can suppress statements for a SIM Code. Suppress SIM Descriptions from Statements Descriptions for all SIM codes can be suppressed from being included on guarantor statements. Parent topic: Statements

Help Guide for NextGen® Enterprise PM 8

Statement Messages

Statement messages are a way to provide additional information on detail statements to the guarantor related to charge line items on the statement that have an outstanding insurance balance. The messages that print can be based on the age of the outstanding insurance balance or based on the number of statements sent for the outstanding insurance balance. Note: Statement messages work with detail statements only. The Display detail information on statement check box must be selected in Practice Preferences > Statements. Setting Up Statement Messages You can set up statement messages in the File Maintenance. Dunning Messages Dunning messages provides additional information on statements to the guarantor related to their outstanding patient balance. Statements Practice Preferences This section provides detailed information for each of the options that are available for statements. Parent topic: Statements

Help Guide for NextGen® Enterprise PM 8

Create an Archived Statement

To create an archived statement, do one of the following: Print or Export an Individual Account Statement. Print or Export an Individual Patient Statement. Print or Export Batch Statements. Select Update Last Statement Dates, and then select Print or Export. A message appears confirming that the statements are printed or exported correctly. Do one of the following: If the statements printed or exported correctly, select Yes. An image of each statement is now archived in the guarantor’s Account Profile, on the Notes tab, in the Statements folder. If the statements did not print or export correctly, select No. An image of the statement is not archived. Parent topic: Archiving Statements

Help Guide for NextGen® Enterprise PM 8

Archiving Budget Statements

You can archive budget statements when they are printed or exported so that an image of each statement is stored and available for viewing in the guarantor’s Account Profile. When a budget statement is archived, you can view or reprint the image, but you cannot delete it. Note: Budget statements have the Reset Print Dates option that is used when a batch of statements needs to be reprinted or exported. If a batch is reset and then reprinted or exported, the original archived budget statement image is still stored. The new image resulting from the reprint or export is also stored and available for viewing. Set up for Archived Budget Statements Budget statements can be archived when they are printed or exported so that an image of each statement is stored and available for viewing in the guarantor’s Account Profile. Create an Archived Budget Statement You can create an archived budget statements. View an Archived Budget Statement You can view archived budget statement on the Budget State

Archiving Statements

Recommendations

Generating Batch Statements

Resetting Statement Print Dates

Suppressing Statements

Statement Messages

Create an Archived Statement

Archiving Budget Statements

Archiving Statements

Generating Batch Statements

Resetting Statement Print Dates

Suppressing Statements

Statement Messages

Create an Archived Statement

Archiving Budget Statements