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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
.
Set Up for Archived Statements
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
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
Set up for Archived Budget Statements
To archive budget statements, 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 Statement check box from the Archive Statements list. To save changes and close the window, select OK. Parent topic: Archiving Budget Statements
Help Guide for NextGen® Enterprise PM 8
Set up for Archived Budget Statements
To archive budget statements, 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 Statement check box from the Archive Statements list. To save changes and close the window, select OK. Parent topic: Archiving Budget Statements
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
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
