Example Patient Statement
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Help Guide for NextGen® Enterprise PM 8
Print or Export a Patient Statement from the Charge or Payment Window
Open NextGen® Enterprise PM. To open the Patient Statement window from the Charge Posting window, do the following: Select Charges. The Charge Posting window opens. Select the patient and encounter. Select Print Menu, and then select Statement. The Patient Statement window opens. To open the Patient Statement window from the Payment Entry window, do the following: Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Select the batch, and then right-click and select Open. The Payment Entry window opens. Select Statement from the menu. The Patient Statement window opens. The default settings on the Patient Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand patient statement. Do one of the following: To print the statement,selec
Help Guide for NextGen® Enterprise PM 8
Example Account Statements
Example of Account Statement for a Person: Example of Account Statement for an Employer: Parent topic: Print or Export an Account Statement from the Account Profile
Help Guide for NextGen® Enterprise PM 8
Generating Individual Demand Statements
You can generate a demand statement for an individual guarantor account from the following areas in NextGen® Enterprise PM. The statement includes all patients on the account that have encounters where the account was selected as the guarantor. Account Lookup Account Profile A demand statement for an individual patient can be generated from the following areas in NextGen® Enterprise PM. The statement includes encounters for the selected patient only. Patient Lookup Patient Chart Charge Posting Payment Entry Print or Export an Account Statement from Account Lookup You can print or export an account statement from Account Lookup on the Guarantor Statement window. Print or Export an Account Statement from the Account Profile You can print or export an account statement from the Account Profile on the Guarantor Statement window. Print or Export a Patient Statement from Patient Lookup You can print or export a patient statement from the patient lookup on the Patient Statement window. Print
Help Guide for NextGen® Enterprise PM 8
Print or Export a Patient Statement from the Patient Chart
Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter Search Criteria to locate the desired patient. Select Find. From the search results in the Matching Records section, double-click to open the patient. The Patient Chart window opens. From the main toolbar, select the Statements button. The Patient Statement window opens. The default settings on the Patient Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand patient statement. Do one of the following: To print the statement, 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 message appears that the statements are printed or exp
NextGen® Enterprise EHR Help
Print Patient Education Topics for Patients
You can print patient education topics to give to patients. Additionally, you have options to save patient education topics to the encounter and send them to the NextGen® PxP Portal when you print. Open a patient and create a new encounter or select an unlocked one. Open Patient Education Browser. Do one of the following: Browse for a topic and select it. Find a topic by entering search criteria find a topic by entering search criteria. Find a topic with Recommended Search. Add topics to the shopping cart add topics to the shopping cart. Do one of the following: In the Selected Documents list, select the check boxes for the topics you want to print. To select all the documents in the Selected Documents list, select the Print check box. Select Print, and then select one of the following: To print the selected document, select Print. To print the selected document and save to the patient encounter, select Print & Save. To print the selected document and send to NextGen® PxP Portal, selec
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
