Create an Archived Budget Statement

Help Guide for NextGen® Enterprise PM 8

Set up for Archived Budget Statements

To archive budget statements, 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 Statement check box from the Archive Statements list. To save changes and close the window, select OK. Parent topic: Archiving Budget Statements

Help Guide for NextGen® Enterprise PM 8

Reprint an Archived Budget Statement

You can reprint an archived budget statement, if needed. Reprinting an archived statement does not increment the account-level or encounter-level statement counters. Note: The option to reprint an archived budget statement is not available for statements that are archived prior to version 5.9. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to search the desired account. Select Find. All existing accounts that match the search criteria appear in the Account List section. Select Account List, and then double-click to open the account. The Account Profile window opens. Select the Notes tab. Select the Budget Statements folder. A number in parentheses (n) indicates the number of archived budget statements available in the folder for the account. Date/Time, Insurance Balance, Patient Balance, Print/Export/Electronic, and Creator fields appear on each statement. Select the budget statement, Right-click the statement, and then select Reprin

Help Guide for NextGen® Enterprise PM 8

View an Archived Budget Statement

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria fields to search the desired account. Select Find. All existing accounts that match the search criteria appear in the Account List section. In the Account List, select the account, and then double-click the account. The Account Profile window opens. Select the Notes tab. Select Folders, and then select Budget Statements. A number in parentheses (n) indicates the number of archived budget statements available in the folder for the account. Date/Time, Insurance Balance, Patient Balance, Print/Export/Electronic, and Creator fields appear on each statement. To open and view an archived budget statement, do one of the following: Select the desired statement, and then double-click to open the statement. select the desired statement, and then right-click and select Open from the menu. The Budget Statement Preview window displays an image of the original statement, including header, body, and fo

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

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

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

Create an Archived Budget Statement

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