Export Letters to an ASCII File

Help Guide for NextGen® Enterprise PM 8

Exporting Letters

You can export letters to create ASCII files that are sent to a third-party vendor for processing (printing and mailing). Both individual demand letters and batch letters can be exported. You must work closely with your letter processing vendor to ensure that you create export files in NextGen® Enterprise PM are format using the appropriate data Delimiter and Text Qualifier required by the vendor. These fields must be defined in Practice Preferences > Forms > Export Options. Note: If you are using NextGen® EDI letter services, the following Export Options settings are required in Practice Preferences > Forms: Delimiter = <comma> and Text Qualifier = “. Export Letters to an ASCII File You can export letters to create ASCII files that are sent to a third-party vendor for processing. Parent topic: Recall Letters Parent topic: Generating Collection Letters

Help Guide for NextGen® Enterprise PM 8

Export Statements to an ASCII File

Open NextGen® Enterprise PM. Select File > Print Forms > Statements. The Statement Options window opens. You can also export statements to an ASCII file on the following: You can export an individual account statement on the Guarantor Statement window. You can export an individual patient statement on the Patient Statement window. You can export batch budget statements on the Budget Statement Generation window. To create an export file, select Export. The Save As window opens. Browse to the appropriate directory folder to save the export file. Enter a name for the export file in the File name field. Select text files (*.txt) in the Save as type field. To save changes and close the window, select Save. Note: You must send the export file to the third-party vendor for processing. Instructions and training on how to send files are provided by the third-party vendor. Parent topic: Exporting Statements

Help Guide for NextGen® Enterprise PM 8

Upload a Letter Export File to NextGen EDI

For detailed information on generating Appointment Reminder and Recall Letters, go to the NextGen Healthcare Success Community and download the Appointment Scheduling Guide for NextGen® Enterprise PM . For information on generating Account Collection, Encounter Collection and Budget Letters, download the Billing and Collections Guide for NextGen® Enterprise PM . Do one of the following: To export batch Appointment Reminder letters, select the File menu and select Print Forms, then Letters, and then Appt Reminders. The Appointment Reminders window opens. To export batch Recall letters, select the File menu and select Print Forms, then Letters, and then Recall Letters. The Recall Letters window opens. To export an individual Encounter Collection letter, access the Patient Chart, select the Encounters tab and select the encounter, and then select the Letters button on the main toolbar. The Demand Letters for [Name] window opens. To export batch Encounter Collection letters, from the File

Help Guide for NextGen® Enterprise PM 8

Generating Collection Letters

You can generate an individual collection letter on demand for a single guarantor and collection letters in batch for multiple guarantors. Prefix Practice ID to Account NBR in Financial Letters You can prefix the Practice ID to the account number in all financial letters. Prefix Practice ID in the Export File for Account and Budget Letters You can prefix the Practice ID in the export file for Account letters and Budget types of letters. Prefix Practice ID to Account Number in Encounter Letter Export Files You can display the Practice ID in the export file for encounter letters. Print or Export Individual Account Collection Letters You can print or export individual account collection letters. Print or Export Batch Account Collection Letters You can print or export batch account collection letters. Print or Export an Individual Encounter Collection Letter You can print or export an individual encounter collection letter. Print or Export Batch Encounter Collection Letters You can print o

Help Guide for NextGen® Enterprise PM 8

Print or Export Individual Account Collection Letters

You can generate an individual Demand Account collection letter for a guarantor using the Account Profile window. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to locate the desired account. Select Find. All existing accounts that match the search criteria is displayed in the Account List section of the window. In the Account List, double-click to open the account. The Account Profile window opens. Do one of the following: On the NextGen® Enterprise PM toolbar, select Letters. From the Tasks menu, select Demand, and then Demand Letter. The Demand Letters window opens. Right-click the desired account letter and select one of the following. To preview the letter, select Preview. To print the letter, select Print. Note: The letter is sent to the printer defined in Practice Preferences > Printing > Collection Letters. If the user has specified a different printer in General User Preferences > Printing, it overrides the printer defined i

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Account Collection Letters

You can generate account collection letters in batch for all guarantors that have a Collection Letter selected on the Account Profile, Properties tab. Open NextGen® Enterprise PM. Select File > Print Forms > Letters > Account Collection Letters. The Batch Account Collection Letters window opens. Enter the desired search criteria to print the letters or leave the search criteria blank to print all accounts with letters in the queue. Select Find. The Collection Letters section displays the accounts with letters in queue. The Update Letter Dates check box is pre-selected in the lower left section of the window and updates the Last Letter Print Date field on the Account Profile, Properties tab for each account in the batch. Do the following: To preview each letter in the current batch, select Preview. To print letters in the current batch, select Print. Note: The letters are automatically sent to the printer defined in Practice Preferences > Printing > Collection Letters. If the user has s

Export Letters to an ASCII File

Recommendations

Exporting Letters

Export Statements to an ASCII File

Upload a Letter Export File to NextGen EDI

Generating Collection Letters

Print or Export Individual Account Collection Letters

Print or Export Batch Account Collection Letters

Exporting Letters

Export Statements to an ASCII File

Upload a Letter Export File to NextGen EDI

Generating Collection Letters

Print or Export Individual Account Collection Letters

Print or Export Batch Account Collection Letters