NextGen Knowledge Center

Print or Export a Patient Statement from the Charge or Payment Window

  1. Open NextGen® Enterprise PM.
  2. To open the Patient Statement window from the Charge Posting window, do the following:
    1. Select Charges.
      The Charge Posting window opens.
    2. Select the patient and encounter.
    3. Select Print Menu, and then select Statement.
      The Patient Statement window opens.
  3. To open the Patient Statement window from the Payment Entry window, do the following:
    1. Open NextGen® Enterprise PM.
    2. Select Posting.
      The Batch Posting window opens.
    3. Select the batch, and then right-click and select Open.
      The Payment Entry window opens.
  4. Select Statement from the menu.
    The Patient Statement window opens.

    The default settings on the Patient Statement > General tab are from pre-defined settings in Practice Preferences > Statements.

  5. Review the default Statement Options settings and make modifications, if needed.
  6. 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.
  7. When the Update Last Statement Dates check box is selected, a message appears that the statements are printed or exported correctly.
  8. Do one of the following:
    1. If the statement printed or exported correctly, select Yes.
      The following parameters are updated on the Account Profile > Properties tab:
      • Last Statement Print Date
      • Next Statement Print Date
      • Statement Counter

      The account will not qualify for another statement until it again meets or exceeds the Number of Days between Statements defined in Practice Preferences > Statements.

      A Statements Printed or Statements Exported significant event is also recorded in the History folder on the Account Profile > Notes tab, and in the History topic on the Patient Chart > Clinical History/Notes tab.

    2. If the statement did not print or export correctly, select No.
      The parameters listed above are not updated.