Export Statements to an ASCII File

Help Guide for NextGen® Enterprise PM 8

Exporting Statements

You can export statements to create ASCII files that are sent to a third-party vendor for processing (printing and mailing). Both individual demand statements and batch statements can be exported. You must work closely with your statement processing vendor to ensure export files are created in NextGen® Enterprise PM and formatted using the appropriate data Delimiter and Text Qualifier required by the vendor. These must be defined in Practice Preferences > Forms > Export Options. Note: If you are using NextGen® EDI statement services, ensure to set the export options in Practice Preferences > Forms: Delimiter = <comma> and Text Qualifier = “. Export Statements to an ASCII File You can export statements to an ASCII file. Sending Statements to Other NextGen Applications You can configure a shared network path in System Administration to send statements to other NextGen® applications. Statement Run Report The Statement Run report automatically generates when an individual demand statement

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Budget Statements

To generate budget statements in NextGen® Enterprise PM, the Budget Communication method must be set to Budget Statements in Practice Preferences > Budget Accounts. Open NextGen® Enterprise PM. From the File menu, select Print Forms, and then Budget Statements. The Budget Statement Generation window opens. The Budget Statement Options settings are the pre-defined settings in Practice Preferences > Budget Accounts. Review the default Budget Statement Options settings and make modifications, if needed. Do one of the following: To preview the budget statements prior to printing or exporting, select Preview. To print the budget statements, select Print. To create an ASCII export file and to send it to the third-party vendor for processing (printing and mailing), select Export. Select the Update Budget Dates check box. A confirmation message appears stating that the statements are printed or exported correctly. If all budget statements in the batch are printed or exported correctly, select

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

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

Help Guide for NextGen® Enterprise PM 8

Print or Export an Account Statement from the Account Profile

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to locate the desired account. Select Find. From the search results in the Account List section, double-click to open the account. The Account Profile window opens. From the main toolbar, select the Statements button. The Guarantor Statement window opens. The default settings on the Guarantor 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 account 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

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

Export Statements to an ASCII File

Recommendations

Exporting Statements

Print or Export Batch Budget Statements

Print or Export a Patient Statement from the Charge or Payment Window

Print or Export Batch Statements

Print or Export an Account Statement from the Account Profile

Exporting Letters

Exporting Statements

Print or Export Batch Budget Statements

Print or Export a Patient Statement from the Charge or Payment Window

Print or Export Batch Statements

Print or Export an Account Statement from the Account Profile

Exporting Letters