Collection Letters

Help Guide for NextGen® Enterprise PM 8

Collections

The Billing & Collections tab on the Encounter Maintenance window includes specific fields that are used for follow-up and collection purposes. On the Billing & Collections tab, you can do the following: Enter an encounter follow-up date Send an encounter collection letter Add or modify encounter notes Collection Letters Collection letter helps in collecting delinquent balances in NextGen® Enterprise PM. Budget Plans A budget plan is a financial arrangement made between the practice and an account guarantor. Bad Debt Process Outsource Charges When you are unable to collect outstanding balances, you can outsource the charges to an external collection agency. Following Up on Encounters

Help Guide for NextGen® Enterprise PM 8

Generating Collection Letters

You can generate an individual collection letter on demand for a single guarantor and collection letters in batch for multiple guarantors. Prefix Practice ID to Account NBR in Financial Letters You can prefix the Practice ID to the account number in all financial letters. Prefix Practice ID in the Export File for Account and Budget Letters You can prefix the Practice ID in the export file for Account letters and Budget types of letters. Prefix Practice ID to Account Number in Encounter Letter Export Files You can display the Practice ID in the export file for encounter letters. Print or Export Individual Account Collection Letters You can print or export individual account collection letters. Print or Export Batch Account Collection Letters You can print or export batch account collection letters. Print or Export an Individual Encounter Collection Letter You can print or export an individual encounter collection letter. Print or Export Batch Encounter Collection Letters You can print o

Help Guide for NextGen® Enterprise PM 8

Add a Collection Letter to an Account

To add a collection letter to an account, do the following: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to locate the desired account. Select Find. All existing accounts that match the search criteria are displayed in the Account List section of the window. Select Account List, and then double-click to open the account. The Account Profile window opens for the guarantor. Select the Properties tab. In the Collection Letter field, select a letter. When you select a letter, the Send Collection Letter check box is automatically selected. This qualifies the letter to be included in the next batch of Account Collection Letters generated. Close the Account Profile. A message appears stating that the general information has changed. To save the changes, select Yes. Parent topic: Print or Export Batch Account Collection Letters

Help Guide for NextGen® Enterprise PM 8

Printing Multi-Language Letters

When publishing letter types for patients, the application determines the patient's language by checking the correspondence language entered in the Correspondence Language field on the Patient Information > Demographics tab. The letter types can be previewed and printed in the patient's preferred correspondence language. When the preferred correspondence language feature is enabled for appointment reminder, recall, demand account, demand encounter and budget letters, you can print and preview the letters in their associated language. The export letter functionality can be used for letters only written in English. You cannot export letters written in one of the supported correspondence languages. For more information on printing Appointment Reminder and Recall letters, go to the NextGen Healthcare Success Community and download the Appointment Scheduling User Guide for NextGen® Enterprise PM . For more information on printing Demand Account, Demand Encounter, and Budget letters, go to t

Help Guide for NextGen® Enterprise PM 8

Add a Collection Letter to an Encounter

To add a collection letter to an encounter, do the following: Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria are displayed in the Matching Records section. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. In the Encounters list, open the encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Collection Letter field, select a letter. The Send Collection Letter check box is automatically selected. This qualifies the letter to be included in the next batch of Encounter Collection Letters. To save changes and close the window, select OK. Parent topic: Print or Export Batch Encounter Collection Letters

Help Guide for NextGen® Enterprise PM 8

Create an Archived Collection Letter

Open NextGen® Enterprise PM. To create an archived collection letters, do one of the following: Print or Export Individual Account Collection Letters. Print or Export Batch Account Collection Letters. Print or Export the Individual Encounter Collection Letter. Print or Export Batch Encounter Collection Letters. Print or Export the desired collection letter. A confirmation message appears stating to confirm that the letters are printed or exported correctly. Do one of the following: If the letters are printed or exported correctly, select Yes. An image of each account collection letter is now archived in the guarantor’s Account Profile, on the Notes tab, in the Letters folder. An image of each encounter collection letter is now archived in the Patient Chart, on the Clinical History/Notes tab, in the Letters folder. If the letters did not print or export correctly, select No. An image of the account or encounter collection letter is not archived. Parent topic: Archiving Collection Letter

Collection Letters

Recommendations

Collections

Generating Collection Letters

Add a Collection Letter to an Account

Printing Multi-Language Letters

Add a Collection Letter to an Encounter

Create an Archived Collection Letter

Collections

Generating Collection Letters

Add a Collection Letter to an Account

Printing Multi-Language Letters

Add a Collection Letter to an Encounter

Create an Archived Collection Letter