Prefix Practice ID in the Export File for Account and Budget Letters

Help Guide for NextGen® Enterprise PM 8

Prefix Practice ID to Account Number in Encounter Letter Export Files

You can prefix the Practice ID to the account number in the export file for encounter letters. Open File Maintenance. Select Master Files > Practice > Letters. The Letters window opens. Select Letter Type, and then select the encounter letter type to export. Right-click the desired letter, select Edit > Edit Header. The Export Header for Demand Encounter window opens. Double-click or drag Encounter Account Number with Prefix Practice ID to the list on the left. The Practice ID is prefixed to the account number in the export file for the encounter letter. Parent topic: Generating Collection Letters

Help Guide for NextGen® Enterprise PM 8

Prefix Practice ID to Account NBR in Financial Letters

You can prefix the Practice ID in the Account NBR field for all financial letters. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. In the Preference List section, select Forms. In the Header Options section, select Prefix Practice ID on Account NBR for financial letters. When the Prefix Practice ID on Account NBR for financial letters check box is selected, the Account NBR field displays a 16-digit number, of which the first four digits denote the Practice ID and the last four digits denote the account number. Note: The Prefix Practice ID on Account NBR for financial letters check box is cleared, by default. Parent topic: Generating Collection Letters

Help Guide for NextGen® Enterprise PM 8

Print or Export Individual Account Collection Letters

You can generate an individual Demand Account collection letter for a guarantor using the Account Profile window. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to locate the desired account. Select Find. All existing accounts that match the search criteria is displayed in the Account List section of the window. In the Account List, double-click to open the account. The Account Profile window opens. Do one of the following: On the NextGen® Enterprise PM toolbar, select Letters. From the Tasks menu, select Demand, and then Demand Letter. The Demand Letters window opens. Right-click the desired account letter and select one of the following. To preview the letter, select Preview. To print the letter, select Print. Note: The letter is sent to the printer defined in Practice Preferences > Printing > Collection Letters. If the user has specified a different printer in General User Preferences > Printing, it overrides the printer defined i

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Encounter Collection Letters

You can generate Encounter Collection Letters in batch for all guarantors that have a Collection Letter selected on the Billing & Collections tab of the Encounter Maintenance window. NextGen® Enterprise PM. Select File > Print Forms > Letters > Encounter Collection Letters. The Batch Encounter Collection Letters window opens. Enter the desired search criteria to print the selected letters or leave the search criteria blank to print all encounters with letters in the queue. Select Find. Encounters with letters in the queue display in the Collection Letters section. All encounters displayed are selected for printing in the column on the left. If you do not want to print some letters at this time, clear those encounters. The Update Letter Dates check box is already selected in the lower left section of the window and update the Last Letter Date field on the Chart Details sub-tab of Patient Chart > Patient Information tab, for each patient in the batch. Do one of the following: To preview

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Account Collection Letters

You can generate account collection letters in batch for all guarantors that have a Collection Letter selected on the Account Profile, Properties tab. Open NextGen® Enterprise PM. Select File > Print Forms > Letters > Account Collection Letters. The Batch Account Collection Letters window opens. Enter the desired search criteria to print the letters or leave the search criteria blank to print all accounts with letters in the queue. Select Find. The Collection Letters section displays the accounts with letters in queue. The Update Letter Dates check box is pre-selected in the lower left section of the window and updates the Last Letter Print Date field on the Account Profile, Properties tab for each account in the batch. Do the following: To preview each letter in the current batch, select Preview. To print letters in the current batch, select Print. Note: The letters are automatically sent to the printer defined in Practice Preferences > Printing > Collection Letters. If the user has s

Help Guide for NextGen® Enterprise PM 8

Print or Export an Individual Encounter Collection Letter

An individual Demand Encounter collection letter is generated for a guarantor from the Patient Chart, Encounters tab. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria are displayed in the Matching Records section. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab, and then open the desired encounter from the Encounters list. Do one of the following: From the main toolbar, select the Letters button. From the Tasks menu, select Demand, and then Demand Letter. The Demand Letters window opens. Right-click the desired encounter letter and select one of the following from the menu: To preview the letter on the window, select Preview. To print the letter, select Print. Note: The letter is automatically sent to the printer defined in Practice Preferences > Printing > Collecti

Prefix Practice ID in the Export File for Account and Budget Letters

Recommendations

Prefix Practice ID to Account Number in Encounter Letter Export Files

Prefix Practice ID to Account NBR in Financial Letters

Print or Export Individual Account Collection Letters

Print or Export Batch Encounter Collection Letters

Print or Export Batch Account Collection Letters

Print or Export an Individual Encounter Collection Letter

Prefix Practice ID in the Export File for Account and Budget Letters

Prefix Practice ID to Account Number in Encounter Letter Export Files

Prefix Practice ID to Account NBR in Financial Letters

Print or Export Individual Account Collection Letters

Print or Export Batch Encounter Collection Letters

Print or Export Batch Account Collection Letters

Print or Export an Individual Encounter Collection Letter