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Print or Export Batch Budget Letters

To generate budget letters in NextGen® Enterprise PM, set the Budget Communication method to Budget Letters in Practice Preferences > Budget Accounts.

  1. Open NextGen® Enterprise PM.
  2. Select File > Print Forms > Letters > Budget Letters.
    The Budget Letters window opens.

    The Budget Options settings are by default in Practice Preferences > Budget Accounts.

  3. Review the default Budget Options settings and make modifications, if needed.
  4. Do one of the following:
    1. To preview the budget letters prior to printing or exporting, select Preview.
    2. To print the budget letters, select Print.
    3. To create an ASCII export file and to send it to the third-party vendor for processing (printing and mailing), select Export.
  5. Select the Update Budget Dates check box.
    A message appears stating that the letters printed or export correctly.
  6. If all budget letters in the batch printed or exported correctly, select Yes.
    The following is updated on the Account Profile for every guarantor in the batch:
    • The Last Letter Type and Last Letter Sent On fields are updated on the Budget Details window.
    • If enabled, a Budget Letters Printed significant event is recorded in the History section on the Budget tab, which is also seen in the History folder on the Notes tab.
    • If enabled in Enterprise Preferences > General, a copy of the budget letter is archived to the Letters > Budget folder on the Notes tab.
  7. To close the window, select Close.
Print or Export Batch Budget Letters