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Create an Archived Budget Letter
Create an Archived Budget Letter
Open
NextGen® Enterprise PM
.
Print or Export Batch Budget Letters.
Select the
Update Budget Dates
check box, and then select the
Print
or
Export
button.
A confirmation message appears stating that the letters printed or exported correctly.
Do the following:
If the letters printed or exported correctly, select
Yes
.
An image of each budget letter is now archived in the guarantor’s
Account Profile
, on the
Notes
tab, in the
Letters
>
Budget
folder.
If the letters did not print or export correctly, select
No
.
An image of the budget letter is not archived.
Help Guide for NextGen® Enterprise PM 8
Set Up for Archived Budget Letters
To archive budget letters, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. Select the Budget (all types) check box from the Archive Letters list To save changes and close the window, select OK. Parent topic: Archiving Budget Letters
Help Guide for NextGen® Enterprise PM 8
Archiving Budget Letters
Budget letters can be archived when they are printed or exported so that an image of a letter is stored and available for viewing in the guarantor’s Account Profile. When a budget letter is archived, you can view the image, but you cannot reprint or delete it. Note: Budget letters have a Reset Print Date option that is used to reprint or export batch letters. If you reset and reprint or export the batch letters, the original archived letter image is removed and no longer stored. Only the new image resulting from the reprint/export is stored and available for viewing. Set Up for Archived Budget Letters You can set up archived budget letters in NextGen® Enterprise PM. Create an Archived Budget Letter You can create an archived budget letter in NextGen® Enterprise PM. View an Archived Budget Letter You can view an archived budget letter in NextGen® Enterprise PM. Parent topic: Print or Export Batch Budget Letters
Help Guide for NextGen® Enterprise PM 8
Create an Archived Budget Letter
Open NextGen® Enterprise PM. Print or Export Batch Budget Letters. Select the Update Budget Dates check box, and then select the Print or Export button. A confirmation message appears stating that the letters printed or exported correctly. Do the following: If the letters printed or exported correctly, select Yes. An image of each budget letter is now archived in the guarantor’s Account Profile, on the Notes tab, in the Letters > Budget folder. If the letters did not print or export correctly, select No. An image of the budget letter is not archived. Parent topic: Archiving Budget Letters
Help Guide for NextGen® Enterprise PM 8
Archiving Budget Letters
Budget letters can be archived when they are printed or exported so that an image of a letter is stored and available for viewing in the guarantor’s Account Profile. When a budget letter is archived, you can view the image, but you cannot reprint or delete it. Note: Budget letters have a Reset Print Date option that is used to reprint or export batch letters. If you reset and reprint or export the batch letters, the original archived letter image is removed and no longer stored. Only the new image resulting from the reprint/export is stored and available for viewing. Set Up for Archived Budget Letters You can set up archived budget letters in NextGen® Enterprise PM. Create an Archived Budget Letter You can create an archived budget letter in NextGen® Enterprise PM. View an Archived Budget Letter You can view an archived budget letter in NextGen® Enterprise PM. Parent topic: Print or Export Batch Budget Letters
Help Guide for NextGen® Enterprise PM 8
Print or Export Batch Budget Letters
To generate budget letters in NextGen® Enterprise PM, set the Budget Communication method to Budget Letters in Practice Preferences > Budget Accounts. Open NextGen® Enterprise PM. Select File > Print Forms > Letters > Budget Letters. The Budget Letters window opens. The Budget Options settings are by default in Practice Preferences > Budget Accounts. Review the default Budget Options settings and make modifications, if needed. Do one of the following: To preview the budget letters prior to printing or exporting, select Preview. To print the budget letters, select Print. To create an ASCII export file and to send it to the third-party vendor for processing (printing and mailing), select Export. Select the Update Budget Dates check box. A message appears stating that the letters printed or export correctly. If all budget letters in the batch printed or exported correctly, select Yes. The following is updated on the Account Profile for every guarantor in the batch: The Last Letter Type an
Help Guide for NextGen® Enterprise PM 8
Print or Export Batch Budget Letters
To generate budget letters in NextGen® Enterprise PM, set the Budget Communication method to Budget Letters in Practice Preferences > Budget Accounts. Open NextGen® Enterprise PM. Select File > Print Forms > Letters > Budget Letters. The Budget Letters window opens. The Budget Options settings are by default in Practice Preferences > Budget Accounts. Review the default Budget Options settings and make modifications, if needed. Do one of the following: To preview the budget letters prior to printing or exporting, select Preview. To print the budget letters, select Print. To create an ASCII export file and to send it to the third-party vendor for processing (printing and mailing), select Export. Select the Update Budget Dates check box. A message appears stating that the letters printed or export correctly. If all budget letters in the batch printed or exported correctly, select Yes. The following is updated on the Account Profile for every guarantor in the batch: The Last Letter Type an
