Print or Export Individual Account Collection 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 an Individual Encounter Collection Letter

An individual Demand Encounter collection letter is generated for a guarantor from the Patient Chart, Encounters tab. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria are displayed in the Matching Records section. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab, and then open the desired encounter from the Encounters list. Do one of the following: From the main toolbar, select the Letters button. From the Tasks menu, select Demand, and then Demand Letter. The Demand Letters window opens. Right-click the desired encounter letter and select one of the following from the menu: To preview the letter on the window, select Preview. To print the letter, select Print. Note: The letter is automatically sent to the printer defined in Practice Preferences > Printing > Collecti

Help Guide for NextGen® Enterprise PM 8

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

Help Guide for NextGen® Enterprise PM 8

Exporting Letters

You can export letters to create ASCII files that are sent to a third-party vendor for processing (printing and mailing). Both individual demand letters and batch letters can be exported. You must work closely with your letter processing vendor to ensure that you create export files in NextGen® Enterprise PM are format using the appropriate data Delimiter and Text Qualifier required by the vendor. These fields must be defined in Practice Preferences > Forms > Export Options. Note: If you are using NextGen® EDI letter services, the following Export Options settings are required in Practice Preferences > Forms: Delimiter = <comma> and Text Qualifier = “. Export Letters to an ASCII File You can export letters to create ASCII files that are sent to a third-party vendor for processing. Parent topic: Recall Letters Parent topic: Generating Collection Letters

Help Guide for NextGen® Enterprise PM 8

Print or Export an Account Statement from the Account Profile

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to locate the desired account. Select Find. From the search results in the Account List section, double-click to open the account. The Account Profile window opens. From the main toolbar, select the Statements button. The Guarantor Statement window opens. The default settings on the Guarantor Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand account statement. 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. When the Update Last Statement Dates check box is selected, a message appears that the statements are printed or

Help Guide for NextGen® Enterprise PM 8

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. Open NextGen® Enterprise PM. Select File > Print Forms > Letters > Budget Letters. The Budget Letters window opens. The Budget Options settings are by default in Practice Preferences > Budget Accounts. Review the default Budget Options settings and make modifications, if needed. Do one of the following: To preview the budget letters prior to printing or exporting, select Preview. To print the budget letters, 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 message appears stating that the letters printed or export correctly. 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 an

Print or Export Individual Account Collection Letters

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