Create an Archived Budget Letter

Help Guide for NextGen® Enterprise PM 8

View an Archived Budget Letter

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to search the desired account. Select Find. All existing accounts appears in the Account List section. In the Account List, double-click to open the account. The Account Profile window opens. Select the Notes tab. From the Folders list, expand the Letters folder, and then select the Budget folder. Select the letter, and then double-click the letter. The Letter Preview window opens. Note: You cannot print archived letters. Therefore, the Print Dialog and Quick Print options are not available on the Letter Preview toolbar. To close the Letter Preview window, select Close Preview. Parent topic: Archiving Budget Letters

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

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 Statements

To generate budget statements in NextGen® Enterprise PM, the Budget Communication method must be set to Budget Statements in Practice Preferences > Budget Accounts. Open NextGen® Enterprise PM. From the File menu, select Print Forms, and then Budget Statements. The Budget Statement Generation window opens. The Budget Statement Options settings are the pre-defined settings in Practice Preferences > Budget Accounts. Review the default Budget Statement Options settings and make modifications, if needed. Do one of the following: To preview the budget statements prior to printing or exporting, select Preview. To print the budget statements, 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 confirmation message appears stating that the statements are printed or exported correctly. If all budget statements in the batch are printed or exported correctly, select

Help Guide for NextGen® Enterprise PM 8

Create an Archived Budget Statement

Print or export Batch Budget Statements. Select the Update Budget Dates check box, and then select Print or Export. A message appears stating that the statements are printed or exported correctly. Do one of the following: If the statements are printed or exported correctly, select Yes. An image of each budget statement is now archived in the guarantor’s Account Profile, on the Notes tab, in the Budget Statements folder. If the statements did not print or export correctly, select No. An image of the budget statement is not archived. Parent topic: Archiving Budget Statements

Create an Archived Budget Letter

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