Set up for Archived Budget Statements

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

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

Set Up for Archived Budget Letters

To archive budget letters, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. Select the Budget (all types) check box from the Archive Letters list To save changes and close the window, select OK. Parent topic: Archiving Budget Letters

Help Guide for NextGen® Enterprise PM 8

Set Up for Archived Statements

To archive statements, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select General. In the Archive Statements field, select Statement. Select OK. Parent topic: Archiving Statements

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

Help Guide for NextGen® Enterprise PM 8

Setup for Archived Recall Letters

To setup for archiving Recall Letters, do the following: Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. In the Archive Letters field, select the Recall check box. To save changes and close the window, select OK. Parent topic: Archiving Recall Letters

Set up for Archived Budget Statements

Recommendations

View an Archived Budget Statement

Reprint an Archived Budget Statement

Set Up for Archived Budget Letters

Set Up for Archived Statements

Archiving Budget Statements

Setup for Archived Recall Letters

View an Archived Budget Statement

Reprint an Archived Budget Statement

Set Up for Archived Budget Letters

Set Up for Archived Statements

Archiving Budget Statements

Setup for Archived Recall Letters