Generating Individual Demand 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

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 an Account Statement from Account Lookup

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Select the desired account in the Search Criteria section. Select Find. In the Account List section, right-click on the account, and then select Print > Statements. The Guarantor Statement window opens. The default settings on the Guarantor Statement > General tab are 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 and to be sent to a third-party vendor for processing (printing and mailing), select Export. If the Update Last Statement Dates check box is selected, a message appears asking if the statements printed or exported correctly. Do one of the following: If the statement prints or expo

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

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 a Patient Statement from Patient Lookup

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter the Search Criteria fields to locate the desired patient. Select Find. From the search results in the Matching Records section, right-click on the patient and 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, 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 exported correctly. Do one of the following: If

Generating Individual Demand Statements

Recommendations

Exporting Statements

Generating Individual Demand Statements

Print or Export an Account Statement from Account Lookup

Print or Export an Account Statement from the Account Profile

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

Print or Export a Patient Statement from Patient Lookup

Generating Individual Demand Statements

Exporting Statements

Generating Individual Demand Statements

Print or Export an Account Statement from Account Lookup

Print or Export an Account Statement from the Account Profile

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

Print or Export a Patient Statement from Patient Lookup