NextGen Knowledge Center

Create an Archived Collection Letter

  1. Open NextGen® Enterprise PM.
  2. To create an archived collection letters, do one of the following:
    1. Print or Export Individual Account Collection Letters.
    2. Print or Export Batch Account Collection Letters.
    3. Print or Export the Individual Encounter Collection Letter.
    4. Print or Export Batch Encounter Collection Letters.
  3. Print or Export the desired collection letter.
    A confirmation message appears stating to confirm that the letters are printed or exported correctly.
  4. 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.