Print or Export Batch Encounter Collection Letters
You can generate Encounter Collection Letters in batch for all guarantors that have a Collection Letter selected on the Billing & Collections tab of the Encounter Maintenance window.
- NextGen® Enterprise PM.
- Select File > Print Forms > Letters > Encounter Collection Letters.
The Batch Encounter Collection Letters window opens.
- Enter the desired search criteria to print the selected letters or leave the search criteria blank to print all encounters with letters in the queue.
- Select Find.
Encounters with letters in the queue display in the Collection Letters section.
All encounters displayed are selected for printing in the column on the left.
- If you do not want to print some letters at this time, clear those encounters.
The Update Letter Dates check box is already selected in the lower left section of the window and update the Last Letter Date field on the Chart Details sub-tab of Patient Chart > Patient Information tab, for each patient in the batch.
- Do one of 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, 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 letters are printed or exported correctly.
- Do the following:
- If the letters printed or exported correctly, select Yes.
The following is updated on the chart for all patients in the batch:
- The Last Letter Print Date is updated on the Chart Details sub-tab of Patient Chart > Patient Information tab.
- A Batch Encounter Collection Letters Printed or Exported significant event is recorded under the History topic on the Patient Chart > Clinical History/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.
All patient encounters in the batch remain in the queue. You can generate the next letter batch.
- If the letters printed or exported correctly, select Yes.
- To close the window, select Close.
Note: To prefix the Practice ID in the Account NBR field for batch encounter collection letter, open NextGen® Enterprise PM Practice Preferences window, select Forms, and then, select the Prefix Practice ID on Account NBR for financial letters check box.
- Add a Collection Letter to an Encounter
You can add a collection letter to an encounter.