Generating Batch Statements

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

Resetting Statement Print Dates

When printing or exporting an individual demand statement or a batch of statements, if the Update Last Statement Dates check box is selected on the Statement Options window and you select the Print or Export button. A confirmation message appear stating that the statements are printed or exported correctly. If you select Yes on the message, the following parameters are updated on the Account Profile, Properties tab for every guarantor account in the batch. The accounts will not qualify for another statement until they again meet or exceed the Number of Days between Statements defined in Practice Preferences > Statements. Last Statement Print Date Next Statement Print Date Statement Counter If after selecting Yes to the message, you discover that the batch did not actually print or export correctly (e.g., paper jam on printer), the statements cannot be regenerated because the above parameters have already been updated for each guarantor account. The Reset Print Dates option will reset t

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 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

Statement Options Window Buttons

The following fields are available at the bottom of the Statement Options window. Fields Description Preview Shows the preview for each statement in the current batch on window. Print Prints statements in the current batch. Export Creates an ASCII export file for statements in the current batch to be sent to a third-party vendor for processing (printing and mailing). Late Fee Shows this option prior to printing or exporting to add a late fee charge to the appropriate accounts in the current batch. Note: This option is not available when printing a demand account statements or a demand patient statement. Stmt Report Shows this option prior to printing or exporting to generate a Statement Run Report showing all accounts included in the current batch. Note: A Statement Run Report is automatically generated after a statement batch is printed or exported. Reset Resets the Next Statement Print Date to today (current system date) for all accounts that had statements generated on a specified d

Help Guide for NextGen® Enterprise PM 8

Statement Options Window Filters

The Statement Options window includes four additional tabs at the top of the window. These tabs can be used as additional filters to include or exclude specific Enterprises, Practices, Locations or Providers prior to printing or exporting a statement batch. When generating a batch of statements, the current Enterprise and Practice, and all Locations and all Providers within the current enterprise or practice, are selected by default. Filter Batch Statements by Enterprise You can use additional filters to include or exclude specific to enterprise before printing or exporting a statement batch. Filter Batch Statements by Practice You can use additional filters to include or exclude specific to practice before printing or exporting a statement batch. Filter Batch Statements by Location You can use additional filters to include or exclude specific to location before printing or exporting a statement batch. Filter Batch Statements by Provider You can use additional filters to include or exc

Generating Batch Statements

Recommendations

Exporting Statements

Resetting Statement Print Dates

Generating Individual Demand Statements

Print or Export Batch Statements

Statement Options Window Buttons

Statement Options Window Filters

Generating Batch Statements

Exporting Statements

Resetting Statement Print Dates

Generating Individual Demand Statements

Print or Export Batch Statements

Statement Options Window Buttons

Statement Options Window Filters