To filter batch statements by provider, do the following:
Open NextGen® Enterprise PM.
Select File > Print Forms > Statements.
The Statement Options window opens.
Select the Provider tab.
The Include ALL records of this type check box is selected by default.
To select the providers to be included in the batch, select the Open Record button.
The Rendering Providers window opens.
In the Search Method section in the middle of the window, select one of the following buttons:
All Providers (default): Select to list all providers from the Providers master file.
Rendering: Select to list only rendering providers for the selected practice(s).
Practice Related: Select to list all providers with practice access for the selected practice(s).
In the Options section, you can see the following fields are at the bottom of the window.
Provider (default)
Provider SubGrp 1
Provider SubGrp 2
Note: The actual names of the Provider SubGrp 1 and Provider SubGrp 2 buttons are defined in Enterprise Preferences > General. The Provider Subgroupings are created in File Maintenance > Master Lists. Individual providers can then be grouped together by assigning each to one or two subgroupings in the Providers master file in File Maintenance.
To select providers, do one of the following:
Select by Provider name in the Provider field.
Provider names are listed in the Available section.
Select by Provider Subgrouping 1 name in the Provider SubGrp 1 field.
Provider Subgrouping 1 names are listed in the Available section on the left. Each subgrouping includes one or more providers.
If blank, then Provider Subgrouping 1 names are not created, or they have been created but not linked to providers.
Select by Provider Subgrouping 2 name in the Provider SubGrp 2 field.
Provider Subgrouping 2 names are listed in the Available section on the left. Each subgrouping includes one or more providers.
If blank, then Provider Subgrouping 2 names are not created, or they have been created but not linked to providers.
Note: Only those providers that are assigned to the practices selected on the Practice tab are available for selection on the Provider tab.
Use the Add and Remove buttons to select providers or provider subgroupings from the Available section on the left to the Included section on the right.
