Reprint an Archived Budget Statement from Budget Statement Preview Window

Help Guide for NextGen® Enterprise PM 8

Reprint an Archived Budget Statement

You can reprint an archived budget statement, if needed. Reprinting an archived statement does not increment the account-level or encounter-level statement counters. Note: The option to reprint an archived budget statement is not available for statements that are archived prior to version 5.9. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to search the desired account. Select Find. All existing accounts that match the search criteria appear in the Account List section. Select Account List, and then double-click to open the account. The Account Profile window opens. Select the Notes tab. Select the Budget Statements folder. A number in parentheses (n) indicates the number of archived budget statements available in the folder for the account. Date/Time, Insurance Balance, Patient Balance, Print/Export/Electronic, and Creator fields appear on each statement. Select the budget statement, Right-click the statement, and then select Reprin

Help Guide for NextGen® Enterprise PM 8

View an Archived Budget Statement

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria fields to search the desired account. Select Find. All existing accounts that match the search criteria appear in the Account List section. In the Account List, select the account, and then double-click the account. The Account Profile window opens. Select the Notes tab. Select Folders, and then select Budget Statements. A number in parentheses (n) indicates the number of archived budget statements available in the folder for the account. Date/Time, Insurance Balance, Patient Balance, Print/Export/Electronic, and Creator fields appear on each statement. To open and view an archived budget statement, do one of the following: Select the desired statement, and then double-click to open the statement. select the desired statement, and then right-click and select Open from the menu. The Budget Statement Preview window displays an image of the original statement, including header, body, and fo

Help Guide for NextGen® Enterprise PM 8

View an Archived Statement

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter the employer name, and then select Find. Select the desired guarantor, and then select Open. The Account Profile window opens. Select Notes. From the Folders list, select Statements. A number in parentheses (n) indicates the number of archived statements available in the folder for the account. The section on the right displays the Date/Time, Insurance Balance, Patient Balance, Print/Export/Electronic, and Creator for each statement. To open and view an archived statement, do one of the following: Double-click to open the desired statement. Right-click on the desired statement and select Open from the menu. The Statement Preview window displays an image of the original statement, including header, body, and footer information. Note: The display of a header on all pages or first page only, and a footer on all pages or last page only, is dependent on settings in Practice Preferences > Forms. When finished

Help Guide for NextGen® Enterprise PM 8

View an Archived Budget Letter

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to search the desired account. Select Find. All existing accounts appears in the Account List section. In the Account List, double-click to open the account. The Account Profile window opens. Select the Notes tab. From the Folders list, expand the Letters folder, and then select the Budget folder. Select the letter, and then double-click the letter. The Letter Preview window opens. Note: You cannot print archived letters. Therefore, the Print Dialog and Quick Print options are not available on the Letter Preview toolbar. To close the Letter Preview window, select Close Preview. Parent topic: Archiving 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

Archiving Budget Statements

You can archive budget statements when they are printed or exported so that an image of each statement is stored and available for viewing in the guarantor’s Account Profile. When a budget statement is archived, you can view or reprint the image, but you cannot delete it. Note: Budget statements have the Reset Print Dates option that is used when a batch of statements needs to be reprinted or exported. If a batch is reset and then reprinted or exported, the original archived budget statement image is still stored. The new image resulting from the reprint or export is also stored and available for viewing. Set up for Archived Budget Statements Budget statements can be archived when they are printed or exported so that an image of each statement is stored and available for viewing in the guarantor’s Account Profile. Create an Archived Budget Statement You can create an archived budget statements. View an Archived Budget Statement You can view archived budget statement on the Budget State

Reprint an Archived Budget Statement from Budget Statement Preview Window

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