Statement Options Window Buttons

Fields	Description
Preview	Shows the preview for each statement in the current batch on window.
Print	Prints statements in the current batch.
Export	Creates an ASCII export file for statements in the current batch to be sent to a third-party vendor for processing (printing and mailing).
Late Fee	Shows this option prior to printing or exporting to add a late fee charge to the appropriate accounts in the current batch. Note: This option is not available when printing a demand account statements or a demand patient statement.
Stmt Report	Shows this option prior to printing or exporting to generate a Statement Run Report showing all accounts included in the current batch. Note: A Statement Run Report is automatically generated after a statement batch is printed or exported.
Reset	Resets the Next Statement Print Date to today (current system date) for all accounts that had statements generated on a specified date. This allows statements from that date to be reprinted or re-exported.
Close	Closes the Statement Options window.

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

Statement Options Window Filters

The Statement Options window includes four additional tabs at the top of the window. These tabs can be used as additional filters to include or exclude specific Enterprises, Practices, Locations or Providers prior to printing or exporting a statement batch. When generating a batch of statements, the current Enterprise and Practice, and all Locations and all Providers within the current enterprise or practice, are selected by default. Filter Batch Statements by Enterprise You can use additional filters to include or exclude specific to enterprise before printing or exporting a statement batch. Filter Batch Statements by Practice You can use additional filters to include or exclude specific to practice before printing or exporting a statement batch. Filter Batch Statements by Location You can use additional filters to include or exclude specific to location before printing or exporting a statement batch. Filter Batch Statements by Provider You can use additional filters to include or exc

Help Guide for NextGen® Enterprise PM 8

Generating Batch Statements

Statements for all guarantor accounts that have met or exceeded the Number of Days between Statements defined in Practice Preferences > Statements can be generated at the same time in a batch. To include a guarantor account in the batch, the account must meet all criteria and parameters selected on the Statement Options window. The default settings on the Statement Options window are from pre-defined settings in Practice Preferences > Statements. For more information on Statement Options, go to the NextGen Healthcare Success Community and download the File Maintenance Preferences Guide for NextGen® Enterprise and refer to the Statements Practice Preferences section. Print or Export Batch Statements You can print or export batch statements on the Statement Options window. Statement Options Window Filters Statement Options window includes four additional tabs to use filters. Statement Options Window Buttons You can use Statement Options fields to add late fee or additional filters before

Help Guide for NextGen® Enterprise PM 8

Print or Export a Patient Statement from the Charge or Payment Window

Open NextGen® Enterprise PM. To open the Patient Statement window from the Charge Posting window, do the following: Select Charges. The Charge Posting window opens. Select the patient and encounter. Select Print Menu, and then select Statement. The Patient Statement window opens. To open the Patient Statement window from the Payment Entry window, do the following: Open NextGen® Enterprise PM. Select Posting. The Batch Posting window opens. Select the batch, and then right-click and select Open. The Payment Entry window opens. Select Statement from the menu. The Patient Statement window opens. The default settings on the Patient Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand patient statement. Do one of the following: To print the statement,selec

Help Guide for NextGen® Enterprise PM 8

Statement Exceptions Report

When generating batch statements or an individual demand statement, if the Check for Statement Exceptions check box is selected on the Statement Options window, and one or more exceptions are found, a Statement Exceptions report is generated after selecting the Preview, Print or Export button. From the report, you can review the accounts and encounters that have exceptions prior to printing or exporting the statements. The Check for Statement Exceptions process looks for and identifies the following: Encounters with charges that do not have a rendering provider. Encounters with charges that have an expired SIM code. Accounts with a $0.00 patient balance. Accounts with an account-level or encounter-level unapplied credit. Generate a Statement Exceptions Report You can generate a Statement Exception report. Create Tasks from the Statement Exceptions Report You can create tasks from the Statement Exceptions report. Statement Exceptions Report Columns Parent topic: Exporting Statements Par

Help Guide for NextGen® Enterprise PM 8

Print or Export an Account Statement from the Account Profile

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to locate the desired account. Select Find. From the search results in the Account List section, double-click to open the account. The Account Profile window opens. From the main toolbar, select the Statements button. The Guarantor Statement window opens. The default settings on the Guarantor Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand account statement. Do one of the following: To print the statement, 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 message appears that the statements are printed or

Statement Options Window Buttons

Recommendations

Print or Export Batch Statements

Statement Options Window Filters

Generating Batch Statements

Print or Export a Patient Statement from the Charge or Payment Window

Statement Exceptions Report

Print or Export an Account Statement from the Account Profile

Print or Export Batch Statements

Statement Options Window Filters

Generating Batch Statements

Print or Export a Patient Statement from the Charge or Payment Window

Statement Exceptions Report

Print or Export an Account Statement from the Account Profile