Print or Export Batch Budget Letters

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Budget Statements

To generate budget statements in NextGen® Enterprise PM, the Budget Communication method must be set to Budget Statements in Practice Preferences > Budget Accounts. Open NextGen® Enterprise PM. From the File menu, select Print Forms, and then Budget Statements. The Budget Statement Generation window opens. The Budget Statement Options settings are the pre-defined settings in Practice Preferences > Budget Accounts. Review the default Budget Statement Options settings and make modifications, if needed. Do one of the following: To preview the budget statements prior to printing or exporting, select Preview. To print the budget statements, select Print. To create an ASCII export file and to send it to the third-party vendor for processing (printing and mailing), select Export. Select the Update Budget Dates check box. A confirmation message appears stating that the statements are printed or exported correctly. If all budget statements in the batch are printed or exported correctly, select

Help Guide for NextGen® Enterprise PM 8

Post a Budget Payment

After a guarantor is set up with a budget plan, if you receive any budget payment, you must enter and post it to the appropriate budget encounters or the budget plan to credit it correctly and remain in a normal status. Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Double-click to open the desired transaction batch. The Payment Entry window opens. In the Source/Account field, select Budget. When you enter payments on a budget plan with Source = Budget are recognized by the system as a budget payment, and the budget plan is updated as Budget Payment Posted and it prevents a budget plan from becoming delinquent due to non-payment. Note: When you enter payments on a budget plan with Source = Account or Encounter are also recognized as a budget payment is determined by the Transaction Sources that Apply to Budget setting in Practice Preferences > Budget Accounts. In the Account field, select the desired account by Name or by Account Number. The Number field d

Help Guide for NextGen® Enterprise PM 8

Archiving Budget Letters

Budget letters can be archived when they are printed or exported so that an image of a letter is stored and available for viewing in the guarantor’s Account Profile. When a budget letter is archived, you can view the image, but you cannot reprint or delete it. Note: Budget letters have a Reset Print Date option that is used to reprint or export batch letters. If you reset and reprint or export the batch letters, the original archived letter image is removed and no longer stored. Only the new image resulting from the reprint/export is stored and available for viewing. Set Up for Archived Budget Letters You can set up archived budget letters in NextGen® Enterprise PM. Create an Archived Budget Letter You can create an archived budget letter in NextGen® Enterprise PM. View an Archived Budget Letter You can view an archived budget letter in NextGen® Enterprise PM. Parent topic: Print or Export Batch Budget Letters

Help Guide for NextGen® Enterprise PM 8

Create an Archived Budget Letter

Open NextGen® Enterprise PM. Print or Export Batch Budget Letters. Select the Update Budget Dates check box, and then select the Print or Export button. A confirmation message appears stating that the letters printed or exported correctly. Do the following: If the letters printed or exported correctly, select Yes. An image of each budget letter is now archived in the guarantor’s Account Profile, on the Notes tab, in the Letters > Budget folder. If the letters did not print or export correctly, select No. An image of the budget letter is not archived. Parent topic: Archiving Budget Letters

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 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

Print or Export Batch Budget Letters

Recommendations

Print or Export Batch Budget Statements

Post a Budget Payment

Archiving Budget Letters

Create an Archived Budget Letter

Print or Export Batch Account Collection Letters

Print or Export Individual Account Collection Letters

Print or Export Batch Budget Statements

Post a Budget Payment

Archiving Budget Letters

Create an Archived Budget Letter

Print or Export Batch Account Collection Letters

Print or Export Individual Account Collection Letters