Print Itemized Statements

Help Guide for NextGen® Enterprise PM 8

Managing Account Encounters Details

The Encounters Detail tab of the Account Profile window contains a list of all the encounters associated with a particular account. You can do the following on the Encounters Detail tab. View totals for accounts including the balance owed. View the total adjustments and charges for each of the patients. Filter encounters according to your preference. Pre-list encounters for sending to a collection agency and assigning a bad debt status. Reinstate encounters that have been previously pre-listed. Account Encounters Detail tab A folder appears for each patient under this guarantor. You can do the following to see more information for a selected encounter: Double-click the encounter to view the details of the encounter. Right-click in the first row of the Guarantor Information section to select the columns to display in the Guarantor Information section of the window. For more information on pre-listing and reinstating encounters go to NextGen Healthcare Success Community and download the

Help Guide for NextGen® Enterprise PM 8

Print Itemized Statements on Demand

You can generate and print an Itemized Statement on demand from the Patient Chart > Financial tab. This statement include all encounters for the patient or only specific encounters based on selected filter criteria. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup . The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select the Financial tab. All encounters for the patient are listed in the Financial Information section. To generate a statement, do one of the following: To generate a statement that includes all encounters for the patient, select Print. To generate a statement that includes only specific encounters, filter the encounters on the Financial tab, and then select Print. The Itemized Statement preview window opens. To pri

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 Itemized Bills from Encounter Lookup

One or more encounter bills can be printed for patients from the Encounter Lookup window. Open NextGen® Enterprise PM. From the main toolbar, select the Encounter button. The Encounter Lookup window opens. Enter the Search Criteria fields to locate the desired encounter. Select Find. Encounters that match the search criteria display in the Encounter List section of the window. Select Encounter List, and then select the encounter. Right-click the encounter, and then select Print. Select Encounter Bill. The Itemized Bill for Encounter window (individual) or the Itemized Bills window (batch) appears. Review the default Itemized Bill Options and make modifications, if needed. Note: The default settings are from Practice Preferences > Itemized Bills. Select Preview to preview the encounter bills on the window prior to printing. Select Preview to print the encounter bills, select Print. The encounter bill is automatically sent to the printer defined in Practice Preferences > Printing. If the

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 an Itemized Bill from the Patient Chart

An Encounter Bill can be printed for a patient from their chart. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Select the desired patient, and then select Open. The Patient Chart opens for the desired patient. Select the Encounters tab. Select the encounter. Do one of the following: Right-click the encounter, select Print, and then select Encounter Bill. From the Tasks menu, select Demand, and then select Demand Itemized Bill. The Itemized Bill for Encounter window opens. Review the default Itemized Bill Options and make modifications, if needed. Note: The default settings are from Practice Preferences > Itemized Bills. Select Preview to preview the encounter bill on the window prior to printing. Select Print to print the encounter bill. The encounter bill is automatically sent to the printer defined in Practice Preferences > Printing. If the user has specified a different printer in their General User Preferences > Printing, it overrides the printer defin

Print Itemized Statements

Recommendations

Managing Account Encounters Details

Print Itemized Statements on Demand

Print or Export an Account Statement from Account Lookup

Print Itemized Bills from Encounter Lookup

Print or Export an Account Statement from the Account Profile

Print an Itemized Bill from the Patient Chart

Managing Account Encounters Details

Print Itemized Statements on Demand

Print or Export an Account Statement from Account Lookup

Print Itemized Bills from Encounter Lookup

Print or Export an Account Statement from the Account Profile

Print an Itemized Bill from the Patient Chart