Other Statement Options

Field	Description
Statement Breaks	Shows the following options: Break by guarantor: To print one statement for guarantor accounts that includes all patients on the account. Break by patient: To print multiple statements for guarantor accounts. A separate statement will print for each patient on the account.
Default Dunning Messages	Shows appropriate setting for dunning messages to appear on statements for outstanding self-pay balances.
Statement Aging Date	Shows how balances are aged for statements and therefore determines in which aging category a balance will display at the bottom of the statement. (Current, 30 Days, 60 Days, 90 Days or 120 Days) Shows the following options: Charge Service Date: To age balances on statements by the Service Date on charges. Enc Pat Resp Date: To age balances on statements by the Patient Responsibility Date on encounters. This date occurs when all charge balances have been settled to the Pat Amt bucket in Balance Control and there is no remaining balance in the Ins1, Ins2 or Ins3 Amt buckets. Enc Encounter Date: To age balances on statements by the Billable Date on encounters.
Dunning messages by Aging	Shows statement dunning messages based on the age of the guarantor’s oldest patient balance. For example, when the balance reaches 31 days, a message appears stating that your balance is more than 30 days past due. Please remit payment as soon as possible. Note: This setting determines the default display in the Dunning Messages master file.
Dunning messages by Statement Counter	You can select this button if statement dunning messages are based on the guarantor’s account-level statement counter. For example, if the statement counter is currently at 1, a message appears when the second statement is generated stating that this is your second statement. Your balance is now past due. Please remit payment as soon as possible. Note: This setting determines the default display in the Dunning Messages master file.
Number of Days Between Statements	Shows Existing Accounts when you select Number of Days between Statements for existing guarantor accounts. This number represents the number of days in the statement cycle. When a statement is generated for an existing account, the number of days defined must pass before the account qualifies for their next statement. The default value is 30. Shows New Accounts when you select Number of Days between Statements for new guarantor accounts. A new account is created when a guarantor is selected for the first time on a patient’s encounter. This number represents the number of days that must pass from the date of that encounter before a new account qualifies for their first statement. The default value is 30. Note: When NextGen® Enterprise PM is first implemented, all accounts are considered new.
Print One Statement	Shows one of the following: For Each Practice: To print one statement for the guarantor. The statement includes all encounters for any provider at any locations within the practice. For Each Provider: To print a separate statement to the guarantor for each provider. Each statement includes all encounters for the provider at any location within the practice. For Each Location: To print a separate statement to the guarantor for each location. Each statement includes all encounters for the location with any provider within the practice.
Statement Sort By	Shows one of the following: Account ID: To sort batch statements numerically by account number. Last Name: To sort batch of statements alphabetically by account last name. Pay This Amt: To sort batch statements by the dollar amount in the Please Pay This Amount box found in the footer of statements. The account with the largest amount will print first in the batch and the account with the smallest amount will print last. Zip Code: To sort batch statements numerically by zip code.
Late Fee	Sets the default parameters for late fees on accounts that have a delinquent self-pay balance. When generating batch statements, a late fee charge can be added to the statement for any guarantor in the batch that has a delinquent self-pay balance that meets or exceeds the number of days defined here. Prior to setting up the Late Fee Preferences, a SIM code must be created for the late fee charge. If using a flat fee late fee, define the dollar amount as the price on the SIM code. If using a percentage late fee, define the price on the SIM code as $0.00. Flat Fee: The late fee charge amount will be equal to the price defined in the SIM Library. Percentage: The late fee charge amount will be calculated as a percentage of the total delinquent self-pay balance.
Default header message	Shows message (up to 40 characters) to print in the header section of statements.
Default body message	Shows message (up to 40 characters) to print in the body section of statements, after the last encounter listed.
Default footer message	Shows message (up to 255 characters) to print in the footer section of statements. Note: If the Display credit balances on statement check box is selected, the total unapplied credits for an account displays in the footer of the statement in place of the Default footer message defined here.
Acceptable Payment Parameters	Shows the Statement Counter on the Account Profile window is incremented by 1 each time a statement is generated for an account/guarantor. If the guarantor remits a payment that meets the parameters defined here, the Statement Counter will automatically reset to 0. Versions 5.8 and below: If both a flat dollar amount and a percentage amount are defined below, the account/guarantor payment must meet both parameters for the Statement Counter to reset for the account. The counter does not reset if one OR the other parameter is met. The counter resets only if one AND the other parameter is met. Versions 5.8 UD1 and above: If both a flat dollar amount and a percentage amount are defined below, the account/guarantor payment does not need to meet both parameters for the Statement Counter to reset for the account. The counter resets if one OR the other parameter is met.
Minimum flat dollar payment amount	Shows defined acceptable payment dollar amount. For example, if set to $50.00, the statement counter will be reset to 0 for any account guarantor that remits a payment greater than or equal to $50.
Acceptable % of self-pay balance	Shows defined acceptable payment percentage amount. For example, if set to 50%, the statement counter will be reset to 0 for any account guarantor that remits a payment greater than or equal to 50% of their outstanding self-pay balance.

The following examples demonstrate the Statement Counter Reset functionality based on the NextGen Enterprise version and the Acceptable Payment Parameters defined in Practice Preferences > Statements.

Example 1 Practice Preferences: Minimum flat dollar payment amount = $25.00 Acceptable % of self pay balance = 100%
Versions 5.8 and below (AND = Payment must meet both criteria)	Versions 5.8 UD1 and above (OR = Payment must meet one criteria)
If the guarantor has a $5 self-pay balance, a $5 payment will not reset the counter to 0 because even though the payment is 100% of the balance, it is still less than the $25 minimum flat dollar amount.	If the guarantor has a $5 self-pay balance, a $5 payment will reset the counter to 0 because the payment is 100% of the balance, even though it is less than the $25 minimum flat dollar amount.

Example 1

Practice Preferences: Minimum flat dollar payment amount = $25.00

Acceptable % of self pay balance = 100%

Versions 5.8 and below (AND = Payment must meet both criteria)

Versions 5.8 UD1 and above (OR = Payment must meet one criteria)

If the guarantor has a $5 self-pay balance, a $5 payment will not reset the counter to 0 because even though the payment is 100% of the balance, it is still less than the $25 minimum flat dollar amount.

If the guarantor has a $5 self-pay balance, a $5 payment will reset the counter to 0 because the payment is 100% of the balance, even though it is less than the $25 minimum flat dollar amount.

Example 2 Practice Preferences: Minimum flat dollar payment amount = $5.00 Acceptable % of self pay balance = 100%
Versions 5.8 and below (AND = Payment must meet both criteria)	Versions 5.8 UD1 and above (OR = Payment must meet one criteria)
If the guarantor has a $25 self-pay balance, a $20 payment will not reset the counter to 0 because even though the payment is greater than the $5.00 minimum flat dollar amount, it is still less than 100% of the self-pay balance.	If the guarantor has a $25 self-pay balance, a $20 payment will reset the counter to 0 because the payment is greater than the $5.00 minimum flat dollar amount, even though it is less than 100% of the self-pay balance.

Example 2

Practice Preferences: Minimum flat dollar payment amount = $5.00

Acceptable % of self pay balance = 100%

Versions 5.8 and below (AND = Payment must meet both criteria)

Versions 5.8 UD1 and above (OR = Payment must meet one criteria)

If the guarantor has a $25 self-pay balance, a $20 payment will not reset the counter to 0 because even though the payment is greater than the $5.00 minimum flat dollar amount, it is still less than 100% of the self-pay balance.

If the guarantor has a $25 self-pay balance, a $20 payment will reset the counter to 0 because the payment is greater than the $5.00 minimum flat dollar amount, even though it is less than 100% of the self-pay balance.

Other Statement Options

Field	Description
Statement Breaks	Shows the following options: Break by guarantor: To print one statement for guarantor accounts that includes all patients on the account. Break by patient: To print multiple statements for guarantor accounts. A separate statement will print for each patient on the account.
Default Dunning Messages	Shows appropriate setting for dunning messages to appear on statements for outstanding self-pay balances.
Statement Aging Date	Shows how balances are aged for statements and therefore determines in which aging category a balance will display at the bottom of the statement. (Current, 30 Days, 60 Days, 90 Days or 120 Days) Shows the following options: Charge Service Date: To age balances on statements by the Service Date on charges. Enc Pat Resp Date: To age balances on statements by the Patient Responsibility Date on encounters. This date occurs when all charge balances have been settled to the Pat Amt bucket in Balance Control and there is no remaining balance in the Ins1, Ins2 or Ins3 Amt buckets. Enc Encounter Date: To age balances on statements by the Billable Date on encounters.
Dunning messages by Aging	Shows statement dunning messages based on the age of the guarantor’s oldest patient balance. For example, when the balance reaches 31 days, a message appears stating that your balance is more than 30 days past due. Please remit payment as soon as possible. Note: This setting determines the default display in the Dunning Messages master file.
Dunning messages by Statement Counter	You can select this button if statement dunning messages are based on the guarantor’s account-level statement counter. For example, if the statement counter is currently at 1, a message appears when the second statement is generated stating that this is your second statement. Your balance is now past due. Please remit payment as soon as possible. Note: This setting determines the default display in the Dunning Messages master file.
Number of Days Between Statements	Shows Existing Accounts when you select Number of Days between Statements for existing guarantor accounts. This number represents the number of days in the statement cycle. When a statement is generated for an existing account, the number of days defined must pass before the account qualifies for their next statement. The default value is 30. Shows New Accounts when you select Number of Days between Statements for new guarantor accounts. A new account is created when a guarantor is selected for the first time on a patient’s encounter. This number represents the number of days that must pass from the date of that encounter before a new account qualifies for their first statement. The default value is 30. Note: When NextGen® Enterprise PM is first implemented, all accounts are considered new.
Print One Statement	Shows one of the following: For Each Practice: To print one statement for the guarantor. The statement includes all encounters for any provider at any locations within the practice. For Each Provider: To print a separate statement to the guarantor for each provider. Each statement includes all encounters for the provider at any location within the practice. For Each Location: To print a separate statement to the guarantor for each location. Each statement includes all encounters for the location with any provider within the practice.
Statement Sort By	Shows one of the following: Account ID: To sort batch statements numerically by account number. Last Name: To sort batch of statements alphabetically by account last name. Pay This Amt: To sort batch statements by the dollar amount in the Please Pay This Amount box found in the footer of statements. The account with the largest amount will print first in the batch and the account with the smallest amount will print last. Zip Code: To sort batch statements numerically by zip code.
Late Fee	Sets the default parameters for late fees on accounts that have a delinquent self-pay balance. When generating batch statements, a late fee charge can be added to the statement for any guarantor in the batch that has a delinquent self-pay balance that meets or exceeds the number of days defined here. Prior to setting up the Late Fee Preferences, a SIM code must be created for the late fee charge. If using a flat fee late fee, define the dollar amount as the price on the SIM code. If using a percentage late fee, define the price on the SIM code as $0.00. Flat Fee: The late fee charge amount will be equal to the price defined in the SIM Library. Percentage: The late fee charge amount will be calculated as a percentage of the total delinquent self-pay balance.
Default header message	Shows message (up to 40 characters) to print in the header section of statements.
Default body message	Shows message (up to 40 characters) to print in the body section of statements, after the last encounter listed.
Default footer message	Shows message (up to 255 characters) to print in the footer section of statements. Note: If the Display credit balances on statement check box is selected, the total unapplied credits for an account displays in the footer of the statement in place of the Default footer message defined here.
Acceptable Payment Parameters	Shows the Statement Counter on the Account Profile window is incremented by 1 each time a statement is generated for an account/guarantor. If the guarantor remits a payment that meets the parameters defined here, the Statement Counter will automatically reset to 0. Versions 5.8 and below: If both a flat dollar amount and a percentage amount are defined below, the account/guarantor payment must meet both parameters for the Statement Counter to reset for the account. The counter does not reset if one OR the other parameter is met. The counter resets only if one AND the other parameter is met. Versions 5.8 UD1 and above: If both a flat dollar amount and a percentage amount are defined below, the account/guarantor payment does not need to meet both parameters for the Statement Counter to reset for the account. The counter resets if one OR the other parameter is met.
Minimum flat dollar payment amount	Shows defined acceptable payment dollar amount. For example, if set to $50.00, the statement counter will be reset to 0 for any account guarantor that remits a payment greater than or equal to $50.
Acceptable % of self-pay balance	Shows defined acceptable payment percentage amount. For example, if set to 50%, the statement counter will be reset to 0 for any account guarantor that remits a payment greater than or equal to 50% of their outstanding self-pay balance.

Example 1 Practice Preferences: Minimum flat dollar payment amount = $25.00 Acceptable % of self pay balance = 100%
Versions 5.8 and below (AND = Payment must meet both criteria)	Versions 5.8 UD1 and above (OR = Payment must meet one criteria)
If the guarantor has a $5 self-pay balance, a $5 payment will not reset the counter to 0 because even though the payment is 100% of the balance, it is still less than the $25 minimum flat dollar amount.	If the guarantor has a $5 self-pay balance, a $5 payment will reset the counter to 0 because the payment is 100% of the balance, even though it is less than the $25 minimum flat dollar amount.

Example 1

Practice Preferences: Minimum flat dollar payment amount = $25.00

Acceptable % of self pay balance = 100%

Versions 5.8 and below (AND = Payment must meet both criteria)

Versions 5.8 UD1 and above (OR = Payment must meet one criteria)

If the guarantor has a $5 self-pay balance, a $5 payment will reset the counter to 0 because the payment is 100% of the balance, even though it is less than the $25 minimum flat dollar amount.

Example 2 Practice Preferences: Minimum flat dollar payment amount = $5.00 Acceptable % of self pay balance = 100%
Versions 5.8 and below (AND = Payment must meet both criteria)	Versions 5.8 UD1 and above (OR = Payment must meet one criteria)
If the guarantor has a $25 self-pay balance, a $20 payment will not reset the counter to 0 because even though the payment is greater than the $5.00 minimum flat dollar amount, it is still less than 100% of the self-pay balance.	If the guarantor has a $25 self-pay balance, a $20 payment will reset the counter to 0 because the payment is greater than the $5.00 minimum flat dollar amount, even though it is less than 100% of the self-pay balance.

Example 2

Practice Preferences: Minimum flat dollar payment amount = $5.00

Acceptable % of self pay balance = 100%

Versions 5.8 and below (AND = Payment must meet both criteria)

Versions 5.8 UD1 and above (OR = Payment must meet one criteria)

Other Statement Options

Recommendations

Charge/Transaction Options

Set Up Practice Preferences for Dunning Messages

Set Up Practice Preferences for Dunning Messages

Dunning Messages

Select Dunning Messages by Aging or by Statement Counter

Select Dunning Messages by Aging or by Statement Counter

Other Statement Options

Charge/Transaction Options

Set Up Practice Preferences for Dunning Messages

Set Up Practice Preferences for Dunning Messages

Dunning Messages

Select Dunning Messages by Aging or by Statement Counter

Select Dunning Messages by Aging or by Statement Counter