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 specified a different printer in their General User Preferences > Printing, it overrides the printer defined in Practice Preferences.
To create an ASCII export file and send it to the third-party vendor for processing (printing and mailing), select Export.
Select the Update Letters Dates check box.
A confirmation message appears stating that the collection letters are printed or exported correctly.
Do the following:
If the letters are printed or exported correctly, select Yes.
The system updates the following on the account for all guarantors in the batch:
The Last Letter Print Date field is updated on the Account Profile, Properties tab.
A Batch Account Collection Letters Printed/Exported significant event is recorded in the History folder on the Account Profile, Notes tab.
Note: You can enable the significant event from the Admin menu, then Preferences, and then Significant Events.
If the letters did not print or export correctly, select No.
The parameters listed above are not updated and all guarantor accounts in the batch remain in the queue for the next letter batch to be generated.
To close the window, select Close.
Note: To prefix the Practice ID in the Account NBR field for batch account collection letter, open NextGen® Enterprise PMPractice Preference window, select Forms, and then, select the Prefix Practice ID on Account NBR for financial letters check box.
Add a Collection Letter to an Account You can add a collection letter to an account to qualify the letter to be printed and exported in the next batch of generating Account Collection Letters.
