Create an Archived Statement

Help Guide for NextGen® Enterprise PM 8

View an Archived Statement

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter the employer name, and then select Find. Select the desired guarantor, and then select Open. The Account Profile window opens. Select Notes. From the Folders list, select Statements. A number in parentheses (n) indicates the number of archived statements available in the folder for the account. The section on the right displays the Date/Time, Insurance Balance, Patient Balance, Print/Export/Electronic, and Creator for each statement. To open and view an archived statement, do one of the following: Double-click to open the desired statement. Right-click on the desired statement and select Open from the menu. The Statement Preview window displays an image of the original statement, including header, body, and footer information. Note: The display of a header on all pages or first page only, and a footer on all pages or last page only, is dependent on settings in Practice Preferences > Forms. When finished

Help Guide for NextGen® Enterprise PM 8

Set Up for Archived Statements

To archive statements, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select General. In the Archive Statements field, select Statement. Select OK. Parent topic: Archiving Statements

Help Guide for NextGen® Enterprise PM 8

Archiving Statements

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. When a statement is archived, you can view or reprint the image but you cannot delete it. Note: Statements have a Reset Print Dates option that can be used in the event a batch of statements needs to be reprinted or exported. If a batch is reset and then reprinted/exported, the original archived statement image is still stored. The new image resulting from the reprint/export is also stored and available for viewing. Set Up for Archived Statements Create an Archived Statement You can create an archived Statement. View an Archived Statement You can view an archived statement on the account profile of the desired guarantor. Reprint an Archived Statement You can reprint an archived statement. Parent topic: Statements

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

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

Print or Export Batch Statements

Open NextGen® Enterprise PM. Select File > Print Forms > Statements. The Statement Options window opens. The default settings on the Statement Options > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Do one of the following: To print the statements, select Print. To create an ASCII export file to be sent to a third-party vendor for processing (printing and mailing), select Export. When the Update Last Statement Dates check box is selected, a confirmation message appears that the statements are printed or exported correctly. If all statements in the batch did not print or export correctly, select No. The parameters listed below are not updated and all guarantor accounts in the batch will requalify for the next statement run. If all statements in the batch are printed or exported correctly, select Yes. The following parameters are updated on the Account Profile > Properties t

Create an Archived Statement

Recommendations

View an Archived Statement

Set Up for Archived Statements

Archiving Statements

Create an Archived Budget Statement

Archiving Budget Statements

Print or Export Batch Statements

View an Archived Statement

Set Up for Archived Statements

Archiving Statements

Create an Archived Budget Statement

Archiving Budget Statements

Print or Export Batch Statements