Statement Run Report

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

Budget Process Status Report

The Budget Process Status report automatically generates when budget letters are printed or exported in NextGen® Enterprise PM. The report generates when you select the Update Budget Dates check box on the Budget Letters window, and you select Yes on the Did the Letters Print/Export Correctly? prompt. The report shows information for each account in the budget letter run. For more information on Budget Letters and the Budget Process Status report, refer to the Billing and Collections User Guide for NextGen Enterprise PM. Budget Process Status Report Columns Parent topic: Process Generated Reports

Help Guide for NextGen® Enterprise PM 8

Process Generated Reports

There are specific processes in NextGen® Enterprise PM that automatically generate a report. These include the Batch Transaction Report, Claim Production Status, Electronic Send Report, Encounters Pending Bad Debt, Statements Exception Report and the ERA Posting Report. Address Change Report Batch Listing Report Budget Process Status Report Claim Production Status Report Consolidated Services Claim Report Electronic Send Report Encounters Pending Bad Debt Report ERA Import Posting Report Outsource Charges Report Columns Statement Run Report The Statement Run report automatically generates when an individual demand statement or a batch of statements is printed or exported in NextGen® Enterprise PM. Statement Exceptions Report You can generate Statement Exception report for exceptions. Parent topic: Reports

Help Guide for NextGen® Enterprise PM 8

Exporting Statements

You can export statements to create ASCII files that are sent to a third-party vendor for processing (printing and mailing). Both individual demand statements and batch statements can be exported. You must work closely with your statement processing vendor to ensure export files are created in NextGen® Enterprise PM and formatted using the appropriate data Delimiter and Text Qualifier required by the vendor. These must be defined in Practice Preferences > Forms > Export Options. Note: If you are using NextGen® EDI statement services, ensure to set the export options in Practice Preferences > Forms: Delimiter = <comma> and Text Qualifier = “. Export Statements to an ASCII File You can export statements to an ASCII file. Sending Statements to Other NextGen Applications You can configure a shared network path in System Administration to send statements to other NextGen® applications. Statement Run Report The Statement Run report automatically generates when an individual demand statement

Help Guide for NextGen® Enterprise PM 8

Generate a Statement Run Report

To generate a Statement Run report before printing or exporting batch statements, do the following: Open NextGen® Enterprise PM. From the File menu, select Print Forms, and then 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. Select the Stmt Report button. The Statement Run report opens. Parent topic: Statement Run Report

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

Statement Run Report

Recommendations

Statement Exceptions Report

Budget Process Status Report

Process Generated Reports

Exporting Statements

Generate a Statement Run Report

Print or Export Batch Statements

Statement Run Report

Statement Exceptions Report

Budget Process Status Report

Process Generated Reports

Exporting Statements

Generate a Statement Run Report

Print or Export Batch Statements