NextGen Knowledge Center

Filter Batch Statements by Practice

To filter batch statements by practice, do the following:

  1. Open NextGen® Enterprise PM.
  2. Select File > Print Forms > Statements.
    The Statement Options window opens.
  3. Select the Practice tab.
  4. Do one of the following:
    1. To include all practices in the batch, select the Include ALL records of this type check box.
    2. To select the practices to be included in the batch, select the Open Record button.
    The Practices window opens.
  5. Use the Add and Remove buttons to select practices from the Available section on the left to the Included section on the right.
  6. To save changes and close the window, select OK.