NextGen® Enterprise PM sets the budget plan to be paid on a monthly cycle. When the patient fails to pay the monthly amount, then there is a grace period set in the Practice Preferences.
Note: While running budget letters,
NextGen® Enterprise PM determines who has not paid by the due date but is still within the grace period. These accounts receive Budget Delinquent letters.
If the patient does not pay within the grace period a budget plan is terminated and the encounters are automatically pre-listed on the
Budget Letters window, you can select
Run Terminate Process to select the collection agency for pre-listing the encounters. The system do the following:
- The encounters are reset to non-budget.
- These encounters are also pre-listed for bad debt to the agency selected in the Budget Letters window.
- The account is flagged to produce a statement on the next statement run.
Note: Budget plans cannot be reinstated when they have been terminated. However, a new budget plan can be set up. The default agency for pre-list, the budget default letters, and the amount of time to be used for the grace days are defined in Practice Preferences. To change these defaults, contact your system administrator.
