Components of Account Receipt

Fields	Description
Header
Make Checks Payable To	Displays the practice name and address. Note: This section is replaced with a practice or company logo if imported from the File > Tools > Image Explorer.
ADDRESSEE	Displays the guarantor name and address.
IF PAYING BY CREDIT CARD, FILL OUT BELOW	Displays the requirements for credit card details.
REMIT TO	Displays the practice name and address.
Message	Displays the header message from Practice Preferences > Itemized Bills
Body
DATE	Displays the date of main transaction in the first row, and the date of service in the other rows
ACCT/PATIENT NAME	Displays the guarantor name and the patient name.
ENC/INV	Displays the invoice numbers and service sequence followed by the encounter number, and service sequence.
DESCRIPTION	Displays the main transaction in the first row, service item codes in the remaining rows; and if applied, the unapplied amount in the last row.
PYMT ON ACCT	Displays the payment received from the guarantor for the account.
PYMTS APPLIED	Displays the payments that are applied in the Payment Entry window.
Footer
Message	Displays the footer message from Practice Preferences > Itemized Bills
PAID AMOUNT	Displays the amount paid by the guarantor for the account
Payment Due Upon Receipt	Displays the Payment Due Upon Receipt if there are any payment dues.
Page n of n	Displays the page numbers.

Help Guide for NextGen® Enterprise PM 8

Printing Account-Level Receipts

An on-demand account-level receipt summarizes the transaction payments and all payments on the account. The account-level receipt contains the following information: Payments applied to multiple patients on a single account. Payments made for multiple encounters on the account for a single patient. Unapplied payments. A person, employer, or guarantor can have an account with a medical practice and an account-level receipt for any of these entities. The account-level receipt includes the total payment amount, amounts for each patient name, the encounter number, and the amount applied to each encounter. Print On-Demand Account-Level Receipts You can use the Account Summary tab to print account level receipts. Configuring the Header and Footer for Multi-page-Account Receipts You can configure the printing of headers and footers for multi-page-account receipts. Components of Account Receipt The account receipt header section provides details about the check or credit card used for payment

File Maintenance Help for NextGen® Enterprise 8

Forms Practice Preference Descriptions

The following table describes the fields available to set up forms in Practice Preferences. Field Description Standard Header Information Use the up and down arrows to set the offset information fields that enable you to set the location of the listed Letter Header Information. Use a positive number to move the information down or to the right. Use a negative number to move the information up or to the left. Credit Card Acceptance Select the credit cards that your practice accepts. Options include VISA, MasterCard, American Express, and Discover. The selected credit card emblems display on the forms along with instructions to the patient for submitting a credit card payment. Header/Footer Display Options Field Description Display Remittance header on first page only Select this check box to display the standard Remittance Header on the first page only for multi-page forms, and an abbreviated header on all subsequent pages. Information on the standard Remittance Header includes the Make

Help Guide for NextGen® Enterprise PM 8

Statement Headers and Footers

Statements have a standard Remittance Header and Default Footer. The standard remittance header includes the following information: Make Checks Payable To shows the practice name and address Note: This section is replaced with a practice/company logo if imported from the File > Tools > Image Explorer menu. Addressee shows the guarantor name and address If Paying by Credit Card shows the transaction information. Remit To shows the practice name and address The standard default footer includes the following information: Account Number, Aging Categories, Total Account Balance Message: Default footer message from Practice Preferences > Statements Please Pay This Amount Payment Due Upon Receipt banner STATEMENT Page n of n By default, the remittance header and default footer print on every page for statements. This may increase the number of pages printed when generating statements, particularly for practices that have many large guarantor or patient accounts with multi-page statements. Whe

Help Guide for NextGen® Enterprise PM 8

Statement Headers and Footers

Statements have a standard Remittance Header and Default Footer. The standard remittance header includes the following information: Make Checks Payable To shows the practice name and address Note: This section is replaced with a practice/company logo if imported from the File > Tools > Image Explorer menu. Addressee shows the guarantor name and address If Paying by Credit Card shows the transaction information. Remit To shows the practice name and address The standard default footer includes the following information: Account Number, Aging Categories, Total Account Balance Message: Default footer message from Practice Preferences > Statements Please Pay This Amount Payment Due Upon Receipt banner STATEMENT Page n of n By default, the remittance header and default footer print on every page for statements. This may increase the number of pages printed when generating statements, particularly for practices that have many large guarantor or patient accounts with multi-page statements. Whe

Help Guide for NextGen® Enterprise PM 8

Itemized Bill Headers and Footers

Itemized Bills (Encounter Bills) have a standard Remittance Header and Default Footer. The standard Remittance Header includes the following: Make Checks Payable To shows practice name and address Note: This section is replaced with a practice or company logo if imported from the File > Tools > Image Explorer. Addressee shows guarantor name and address If Paying by Credit Card shows the transaction information. Remit To shows practice name and address The standard Default Footer includes the following information: Account Number, Charges, Payments, Refunds/Adjustments, Insurance Balance, Patient Balance Message: Default footer message from Practice Preferences > Itemized Bills Please Pay This Amount Payment Due Upon Receipt banner ENCOUNTER INVOICE Page n of n By default, the remittance header and default footer print on every page for itemized bill. This increases the number of pages printed, particularly for practices that have encounters with many charges and transactions resulting

Help Guide for NextGen® Enterprise PM 8

Itemized Bill Headers and Footers

Itemized Bills (Encounter Bills) have a standard Remittance Header and Default Footer. The standard Remittance Header includes the following: Make Checks Payable To shows practice name and address Note: This section is replaced with a practice or company logo if imported from the File > Tools > Image Explorer. Addressee shows guarantor name and address If Paying by Credit Card shows the transaction information. Remit To shows practice name and address The standard Default Footer includes the following information: Account Number, Charges, Payments, Refunds/Adjustments, Insurance Balance, Patient Balance Message: Default footer message from Practice Preferences > Itemized Bills Please Pay This Amount Payment Due Upon Receipt banner ENCOUNTER INVOICE Page n of n By default, the remittance header and default footer print on every page for itemized bill. This increases the number of pages printed, particularly for practices that have encounters with many charges and transactions resulting

Components of Account Receipt

Recommendations

Printing Account-Level Receipts

Forms Practice Preference Descriptions

Statement Headers and Footers

Statement Headers and Footers

Itemized Bill Headers and Footers

Itemized Bill Headers and Footers

Components of Account Receipt

Printing Account-Level Receipts

Forms Practice Preference Descriptions

Statement Headers and Footers

Statement Headers and Footers

Itemized Bill Headers and Footers

Itemized Bill Headers and Footers