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
.
Recommendations
Explore
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
Create an Archived Statement
To create an archived statement, do one of the following: Print or Export an Individual Account Statement. Print or Export an Individual Patient Statement. Print or Export Batch Statements. Select Update Last Statement Dates, and then select Print or Export. A message appears confirming that the statements are printed or exported correctly. Do one of the following: If the statements printed or exported correctly, select Yes. An image of each statement is now archived in the guarantor’s Account Profile, on the Notes tab, in the Statements folder. If the statements did not print or export correctly, select No. An image of the statement is not archived. 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
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
Set up for Archived Collection Letters
To archive Account Collection or Encounter Collection 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 Demand Account and Demand Encounter from the Archive Letters list Select OK. Parent topic: Archiving Collection Letters
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
