Creating Account Budget Plans

Help Guide for NextGen® Enterprise PM 8

Budget Plans

A budget plan is a financial arrangement made between the practice and an account guarantor. In this arrangement, the guarantor agrees to make the scheduled payments against their outstanding balance until the balance is paid in full. There are two methods for billing accounts on budget plans, Budget Letters and Budget Statements. Each practice must decide the method of billing as it directly impacts the required setup. Setting Up Budget Plans You can set up Budget Plans in File Maintenance. Add a Perpetual Budget Plan to an Account You can use the Budget tab under the Account Profile window to add a perpetual budget plan to an account. Add a Non-Perpetual Budget Plan to an Account You can use the Budget tab on an Account Profile window to add a non-perpetual budget tab to the account. Print a Budget Agreement A Budget Agreement can be printed on the Budget Details window. Print or Export Batch Budget Letters You can print or export batch budget letters. Print or Export Batch Budget St

Help Guide for NextGen® Enterprise PM 8

Creating Person Accounts

A person account is automatically created when a person is selected as the guarantor on a patient’s encounter for the first time. If needed, you can also manually create an account for a person before selecting that person as the guarantor on a patient’s encounter. You can create a person account from the People Lookup and Patient Lookup windows. Note: To create a person account, the person must have an existing demographic record, or a new demographic must be created. Create Person Accounts from People Lookup You can create a person account using the People Lookup window. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Creating a Person Account

When you select a person as the guarantor on a patient’s encounter for the first time, the person's account is automatically created. You can manually create a person account before selecting that person as the guarantor on a patient’s encounter, if needed. You can create a person account from the following areas in NextGen® Enterprise PM. People Lookup Patient Lookup Note: To create a person account, the person must have an existing demographic record. Create Person Accounts from People Lookup You can create a person account using the People Lookup window. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Add a Perpetual Budget Plan to an Account

A perpetual budget plan is a budget plan where the system automatically selects all existing encounters with a self-pay balance on an account and adds them to the budget plan. Future new encounters added to the account are also automatically added to the budget plan. Note: Encounters in Bad Debt status cannot be included in a budget plan. Open NextGen® Enterprise PM Select Account. The Account Lookup window opens. To search for a guarantor account, enter the fields in the Search Criteria section. Select Find. Accounts that match the search criteria appear in the Accounts List section. Double-click the guarantor account in the Account list. The Account Profile window opens. Select the Budget tab. Select the open menu button and select New. The Budget Details window opens. In the Budget Type field, select Perpetual. Note: The Default Budget Type defined in Practice Preferences > Budget Accounts determines which button is selected by default. The Budget Create Date defaults to the current

Help Guide for NextGen® Enterprise PM 8

Add Budget Plans to Accounts

The budget plan is a regularly scheduled payment plan. If the account balance is not paid in full, you can create a budget plan for the guarantor or account. In a Non-Perpetual budget plan, you must manually include all existing encounters with a self-pay balance on an account and add any future encounters. In a Perpetual budget plan, the application automatically adds all existing encounters with a self-pay balance on an account and also automatically adds future encounters. Note: Encounters in bad debt status are not included in budget plans. Open a patient chart. From the menu, select Tasks > Lookup > Accounts. To search for a guarantor account, enter the search criteria in the Account Lookup window, and then select Find. In Accounts List, double-click the guarantor account, and then select the Budget tab. On the Budget tab, the active budget plans are listed in the Budget Plans section. In Budget Plans, select the open menu icon, and then select New. In the Budget Details window, s

Help Guide for NextGen® Enterprise PM 8

Budget Plans

A budget plan is a financial arrangement made between the practice and an account guarantor. In this arrangement, the guarantor agrees to make the scheduled payments against their outstanding balance until the balance is paid in full. There are two methods for billing accounts on budget plans, Budget Letters and Budget Statements. Each practice must decide the method of billing as it directly impacts the required setup. Setting Up Budget Plans You can set up Budget Plans in File Maintenance. Add Budget Plans to Accounts You can add a non-perpetual and perpetual budget plans to a person account. Print a Budget Agreement A Budget Agreement can be printed on the Budget Details window. Print or Export Batch Budget Letters You can print or export batch budget letters. Print or Export Batch Budget Statements You can print or export batch budget statements on the Budget Statement Generation window. Post a Budget Payment You can post a budget payment on the Payment Entry window. Managing Budge

Creating Account Budget Plans

Recommendations

Budget Plans

Creating Person Accounts

Creating a Person Account

Add a Perpetual Budget Plan to an Account

Add Budget Plans to Accounts

Budget Plans

Creating Account Budget Plans

Budget Plans

Creating Person Accounts

Creating a Person Account

Add a Perpetual Budget Plan to an Account

Add Budget Plans to Accounts

Budget Plans