Invoice Headers and Footers

Help Guide for NextGen® Enterprise PM 8

Statement Headers and Footers

Statements have a standard Remittance Header and Default Footer. The standard remittance header includes the following information: Make Checks Payable To shows the practice name and address Note: This section is replaced with a practice/company logo if imported from the File > Tools > Image Explorer menu. Addressee shows the guarantor name and address If Paying by Credit Card shows the transaction information. Remit To shows the practice name and address The standard default footer includes the following information: Account Number, Aging Categories, Total Account Balance Message: Default footer message from Practice Preferences > Statements Please Pay This Amount Payment Due Upon Receipt banner STATEMENT Page n of n By default, the remittance header and default footer print on every page for statements. This may increase the number of pages printed when generating statements, particularly for practices that have many large guarantor or patient accounts with multi-page statements. Whe

Help Guide for NextGen® Enterprise PM 8

Itemized Bill Headers and Footers

Itemized Bills (Encounter Bills) have a standard Remittance Header and Default Footer. The standard Remittance Header includes the following: Make Checks Payable To shows practice name and address Note: This section is replaced with a practice or company logo if imported from the File > Tools > Image Explorer. Addressee shows guarantor name and address If Paying by Credit Card shows the transaction information. Remit To shows practice name and address The standard Default Footer includes the following information: Account Number, Charges, Payments, Refunds/Adjustments, Insurance Balance, Patient Balance Message: Default footer message from Practice Preferences > Itemized Bills Please Pay This Amount Payment Due Upon Receipt banner ENCOUNTER INVOICE Page n of n By default, the remittance header and default footer print on every page for itemized bill. This increases the number of pages printed, particularly for practices that have encounters with many charges and transactions resulting

Help Guide for NextGen® Enterprise PM 8

Budget Statement Headers and Footers

Budget statements have a standard Remittance Header and Default Footer as shown below. The standard remittance header includes the following information: Make Checks Payable To section with practice name and address Note: This section is replaced with a practice/company logo if imported from the File > Tools > Image Explorer menu. Addressee section with guarantor name and address If Paying by Credit Card section Remit To section with practice name and address The standard default footer includes the following information: Account Number, Aging Categories, Total Account Balance Message: Default footer message from Practice Preferences > Statements Please Pay This Amount Payment Due Upon Receipt banner STATEMENT Page n of n By default, the remittance header and default footer print on every page for budget statements. This may increase the number of pages printed when generating budget statements, particularly for practices that have many large guarantor/patient accounts with multi-page

File Maintenance Help for NextGen® Enterprise 8

Forms Practice Preference Descriptions

The following table describes the fields available to set up forms in Practice Preferences. Field Description Standard Header Information Use the up and down arrows to set the offset information fields that enable you to set the location of the listed Letter Header Information. Use a positive number to move the information down or to the right. Use a negative number to move the information up or to the left. Credit Card Acceptance Select the credit cards that your practice accepts. Options include VISA, MasterCard, American Express, and Discover. The selected credit card emblems display on the forms along with instructions to the patient for submitting a credit card payment. Header/Footer Display Options Field Description Display Remittance header on first page only Select this check box to display the standard Remittance Header on the first page only for multi-page forms, and an abbreviated header on all subsequent pages. Information on the standard Remittance Header includes the Make

Help Guide for NextGen® Enterprise PM 8

Invoices

In NextGen® Enterprise PM Invoices enables an employer account to bill for performed services. Invoices do not go through the regular billing and claim edits process. They are billed when they are printed. Note: Patient charts and encounters are not created for invoice charges in NextGen® Enterprise PM or NextGen® Enterprise EHR. A text description to identify the patient is entered on each invoice charge. It is desired to have a record in the patient chart with clinical and billing documentation on an encounter. You should avoid using invoice, instead create a chart and an encounter for each patient. You can select the employer as the guarantor on each patient’s encounter to generate a statement for the employer instead of an invoice. Create a New Invoice An invoice must be created for an employer account before charges can be entered. Add Charges to an Invoice When you create an invoice for an employer account, you can add charges to the invoice. Billing Invoices You can bill invoice

File Maintenance Help for NextGen® Enterprise 8

Invoices Practice Preferences

The Invoices Practice Preferences enable you to set up default information for employer invoices for your practice and all related service locations. Invoice Options Field Description Minimum Invoice Amount Select this check box to designate a minimum balance to be used for printing an invoice. For example, you might not want to spend the amount on postage if the account has a zero balance. Invoice Sort By Select one of the following sorting options: option to sort and print invoices in alphabetical order by employer name or by invoice ID. Enter the drop-down arrow and select either Employer Name or Invoice ID. If you choose to sort invoices in alphabetical order by employer name, the invoice ID is used as a secondary sort. For example, if you have multiple invoices to print, all the invoices will first sort in alphabetical order. If there are multiple invoices for one employer, those invoices will then be sorted in ascending order by invoice number. Show Grid Lines Select this option

Invoice Headers and Footers

Recommendations

Statement Headers and Footers

Itemized Bill Headers and Footers

Budget Statement Headers and Footers

Forms Practice Preference Descriptions

Invoices

Invoices Practice Preferences

Statement Headers and Footers

Itemized Bill Headers and Footers

Budget Statement Headers and Footers

Forms Practice Preference Descriptions

Invoices

Invoices Practice Preferences