Statement History Options

Field	Description
Update last statement dates	Default the Update Last Statement Dates check box on the Statement Options window when processing batch statements. If selected, the option will be preselected, and the Last Statement Print Date will therefore be updated on the Account Profile window for all guarantor accounts in the statement run.
Update dates on forced statements	Defaults the Update Dates on Forced Statements check box on the Statement Options window when processing batch statements. If selected, the option will be preselected, and the Last Statement Print Date will therefore be updated on the Account Profile window for any guarantor account in the statement run that had the Generate Statement Next Run option selected.
Upload export file to NextGenEDI	Defaults the Upload Export File to NextGenEDI check box on the Statement Options window (batch statements) and the Guarantor Statement window (demand statement). Clients utilizing NextGen® EDI statement processing services might use this option to automatically send their statement export files real-time from NextGen® Enterprise PM to the NextGen® EDI website. Note: The client’s NextGen® EDI login information, which includes Account ID, Username, Practice ID and Password, must be defined in Practice Preferences > NextGenEDI Uploading.
Upload APC File to NextGenEDI	Uploads the automatic payment file to NextGen® EDI and send a message to the Advanced Audit tool that automatic payment collections are enabled for your practice. Clear this check box to send a message to the Advanced Audit tool that automatic payment collections are disabled for your practice.

Help Guide for NextGen® Enterprise PM 8

Uploading Files to NextGen EDI

When using NextGen® EDI services to print and mail statements or letters from export files created in NextGen® Enterprise PM, you can do one of the following to send the export files to NextGen EDI: Login to NextGen EDI's website and manually upload a file. Automatically upload a file in real-time from NextGen® Enterprise PM. Note: To automatically upload export files from NextGen® Enterprise PM, your NextGen EDI login credentials must be entered in Practice Preferences > NextGenEDI Uploading. NextGen EDI then provides a Confirmation Report on their website for you to download and use to confirm that a statement or letter file was received and processed. If you upload your files to NextGen EDI in real-time, a message displays in NextGen® Enterprise PM when an upload is successful and the file is received by NextGen EDI. In addition, an EDI Upload indicator is recorded on each archived statement or letter in the guarantor's Account Profile and the Patient Chart. The indicator is also av

Help Guide for NextGen® Enterprise PM 8

Upload a Statement Export File to NextGen EDI

For detailed information on generating statements, go to the NextGen Healthcare Success Community and download the Billing and Collections Guide for NextGen® Enterprise PM . Do one of the following: To export an individual account statement, access the Account Profile and then select the Stmts button on the main toolbar. The Guarantor Statement window opens. To export an individual patient statement, access the Patient Chart and then select the Stmts button on the main toolbar. The Patient Statement window opens. To export batch statements, select the File menu and select Print Forms, and then Statements. The Statement Options window opens. Review the default Statement Options and make modifications, if needed. Select the Update Last Statement Dates check box. Select the Upload Export File to NextGen EDI check box. To create the export file to be sent to NextGen EDI, select Export. The Save As window opens. Browse to select the desired directory folder and enter a name for the export f

Help Guide for NextGen® Enterprise PM 8

Upload an APC Statement Export File to NextGen EDI

Auto Pay Collections (APC) is available when using InstaMed to process patient credit card payments in NextGen® Enterprise PM. Individual accounts are setup for APC on the Credit Card section on the File tab of the Account Profile. For detailed information on generating statements, go to the NextGen Healthcare Success Community and download the Billing and Collections Guide for NextGen® Enterprise PM . From the File menu, select Print Forms, and then Statements. The Statement Options window opens. Review the default Statement Options and make modifications, if needed. Select the Update Last Statement Dates check box. Select the Upload APC File to NextGen EDI check box. To create the export file to be sent to NextGen EDI, select Export. The Save As window opens. Browse to select the desired directory folder and enter a name for the export file, and then select Save. The export file is created. If the Update Last Statements Dates check box was selected, the following prompt displays: Did

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Statements

Open NextGen® Enterprise PM. Select File > Print Forms > Statements. The Statement Options window opens. The default settings on the Statement Options > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Do one of the following: To print the statements, 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 confirmation message appears that the statements are printed or exported correctly. If all statements in the batch did not print or export correctly, select No. The parameters listed below are not updated and all guarantor accounts in the batch will requalify for the next statement run. If all statements in the batch are printed or exported correctly, select Yes. The following parameters are updated on the Account Profile > Properties t

Help Guide for NextGen® Enterprise PM 8

Statements

A statement is generated for all accounts where the guarantor has an outstanding unpaid balance. An account can be for a person, patient, parent, or spouse who is the guarantor on one or more encounters. An account may also be for an employer who is the guarantor on one or more encounters. Each statement shows encounters with their associated charges, and any transaction activity (payments, adjustment, refunds) that is posted against those charges. Both outstanding insurance balances and patient balances are shown. The purpose of a statement is to keep the guarantor informed of their account activity, and to bill them for their outstanding patient balance. The patient balance is comprised of self-pay encounters or encounters with a remaining balance after insurance is paid. Encounters on a Budget Plan and encounters in Bad Debt status are not normally included on statements. However, they can be included if desired. Bad Debt encounters can be included by selecting Include bad debt enco

File Maintenance Help for NextGen® Enterprise 8

NextGen EDI Uploading Practice Preferences

If you are enrolled in and utilizing the statements or letter services offered by NextGen Electronic Data Interchange NextGen EDI , you can automatically upload statement and letter export files to the NextGen EDI website in real-time when the files are generated in NextGen® Enterprise PM. You can also use the NextGen Background Business Processor (BBP) to automatically download files from NextGen EDI. To automatically upload and download files, your NextGen EDI login credentials must be entered on the NextGen EDI Uploading tab. To access this window, select Admin > Preferences > NextGen EDI Services. Login Information Field Description Account ID Enter the Account ID obtained from NextGen EDI. Username Enter the Username obtained from NextGen EDI. Practice ID Enter the Practice ID obtained from NextGen EDI. Password Enter the Password obtained from NextGen EDI. Test Login Select this button to validate and test the Login Information entered above. Other Option Field Description Update

Statement History Options

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