Statement Messages

Help Guide for NextGen® Enterprise PM 8

Archiving Statements

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. When a statement is archived, you can view or reprint the image but you cannot delete it. Note: Statements have a Reset Print Dates option that can be used in the event a batch of statements needs to be reprinted or exported. If a batch is reset and then reprinted/exported, the original archived statement image is still stored. The new image resulting from the reprint/export is also stored and available for viewing. Set Up for Archived Statements Create an Archived Statement You can create an archived Statement. View an Archived Statement You can view an archived statement on the account profile of the desired guarantor. Reprint an Archived Statement You can reprint an archived statement. Parent topic: Statements

Help Guide for NextGen® Enterprise PM 8

Suppressing Statements

You can suppress statements from generating for a guarantor at the account, chart, or encounter levels. Reports and work log tasks are available to assist in identifying print statement indicators that have been turned off. In addition, specific payers can be defined to not generate statements, specific SIM codes can be suppressed from statements, and all SIM descriptions can be suppressed from statements. Suppress Statements for an Account You can suppress statements for an account. Suppress Statements for a Chart You can suppress statements at the chart level. Suppress Statements for an Encounter You can suppress statements at the encounter level. Suppress Statements for a Payer You can suppress statements for a payer. Suppress Statements for a SIM Code You can suppress statements for a SIM Code. Suppress SIM Descriptions from Statements Descriptions for all SIM codes can be suppressed from being included on guarantor statements. Parent topic: Statements

Help Guide for NextGen® Enterprise PM 8

Resetting Statement Print Dates

When printing or exporting an individual demand statement or a batch of statements, if the Update Last Statement Dates check box is selected on the Statement Options window and you select the Print or Export button. A confirmation message appear stating that the statements are printed or exported correctly. If you select Yes on the message, the following parameters are updated on the Account Profile, Properties tab for every guarantor account in the batch. The accounts will not qualify for another statement until they again meet or exceed the Number of Days between Statements defined in Practice Preferences > Statements. Last Statement Print Date Next Statement Print Date Statement Counter If after selecting Yes to the message, you discover that the batch did not actually print or export correctly (e.g., paper jam on printer), the statements cannot be regenerated because the above parameters have already been updated for each guarantor account. The Reset Print Dates option will reset t

Help Guide for NextGen® Enterprise PM 8

Dunning Messages

Dunning Messages provides additional information on statements to the guarantor related to their outstanding patient balance. The message that prints can be based on the age of the oldest outstanding patient balance or the number of statements sent for the outstanding patient balance. The message prints in bold text in the body of the statement after listing the last encounter. Setting Up Dunning Messages You can set up dunning messages on the Practice Preferences window. Suppress Dunning Messages on Statements You can suppress dunning messages on the Account Profile window of the desired guarantor. Parent topic: Statement Messages

File Maintenance Help for NextGen® Enterprise 8

Dunning Messages

Dunning Messages provides additional information on statements to the guarantor related to their outstanding patient balance. The message that prints can be based on the age of the oldest outstanding patient balance or the number of statements sent for the outstanding patient balance. The message prints in bold text in the body of the statement after listing the last encounter. Setting Up Dunning Messages You can set up dunning messages on the Practice Preferences window. Parent topic: Master Files - Practice

Help Guide for NextGen® Enterprise PM 8

Statement Messages Master File

The Statement Messages master file is used to create the various individual dunning messages that print on detail statements for an outstanding insurance balance on a charge line item. When you create individual dunning messages, they are grouped together in Statement Library based on the age of the outstanding insurance balance or based on the statement counter (the number of statements sent) for the outstanding insurance balance. Libraries are then linked to a financial class in the Statement Parameter Mappings master file. Add or Modify Statement Messages You can add a statement message in the Statement Message List window and you can modify the existing statement messages in the Modify Statement Message window. Parent topic: Setting Up Statement Messages

Statement Messages

Recommendations

Archiving Statements

Suppressing Statements

Resetting Statement Print Dates

Dunning Messages

Dunning Messages

Statement Messages Master File

Archiving Statements

Suppressing Statements

Resetting Statement Print Dates

Dunning Messages

Dunning Messages

Statement Messages Master File