Statement Run Report Columns

Column Name	Description	Data Populates From
Practice Name	Practice Name	Practice associated with the Account Profile
Account Number	Account Number	Account Profile
Guarantor	Guarantor Name	Account Profile > Account Demographics
Ins Bal	Insurance Balance	The data populates from the Summary Information of the Encounters Detail tab on the Account Profile.
Pat Bal	Patient Balance	The data populates from the Summary Information of the Encounters Detail tab on the Account Profile.
Generate Stmt Next Run?	Generate Statement Next Run	Account Profile > Properties tab
Next Print Date	Next Statement Print Date	Account Profile > Properties tab
Credit Bal	Credit Balance	The data populates from the Summary Information of the Encounters Detail tab on the Account Profile. Note: Account Unapplied Credit + Encounter Unapplied Credit = Credit Balance.
Stmt Counter	Statement Counter	Account Profile > Properties tab
Is Patient Portal?	Patient Portal Indicator	Displays Y if the guarantor is enrolled in the NextGen® PxP Portal. Otherwise, displays N.
Stmt Format	Statement Format	Displays one of the following: Paper/Export: Guarantor receives both a paper statement in the mail and an electronic statement on the NextGen® PxP Portal. Electronic: Guarantor receives only an electronic statement on the NextGen® PxP Portal.
CC on File	Credit Card on File	Account Profile > Credit Card on File tab Displays Y or N.
APC Enabled	Automatic Payment Collection Enabled Note: Automatic Payment Collections (APC) is available with InstaMed.	Account Profile > Credit Card on File tab Displays Y or N.
EDI Upload	NextGen EDI Upload	NextGen EDI Confirmation Report If the Upload Export File to NextGenEDI option was selected on the Statement Options window when statements were generated, the column displays one of the following for each account: Y: Statement was uploaded to NextGen EDI. N: Statement was not uploaded to NextGen EDI If the Upload Export File to NextGenEDI option was not selected, the column is blank.

Help Guide for NextGen® Enterprise PM 8

Statements Report Columns

The following columns are available on the Statements report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Account Profile User Name User Name Name of the user that created the statement Acct ID Account ID Account Profile Guar Name Guarantor Name Account Profile > Account Demographics Loc Name Location Name Charge Posting Rendering Charge Rendering Provider Charge Posting Pat Name Patient Name Patient Information Per Nbr Person Number Patient Information Pat Amt Patient Amount Account Profile > Encounters Detail Tab > Summary Information Ins Amt Insurance Amount Account Profile > Encounters Detail Tab > Summary Information Exported/Printed Was Statement Exported or Printed? Displays Printed if the statement was printed. Displays Exported if the statement was exported. Crt Dt Create Date The date the statement was created. Next Stmt Date Next Statement Print Date Account Profile > Properties Tab Stmt Counter Statement Counter Account P

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

NextGen® Background Business Processor Help 8

Patient Portal Statements Job

You can create a job to create the archived statement records that are used by the NextGen® PxP Portal. When this job executes, the statement dates on the accounts are updated, but no significant events or archive records are generated in the NextGen® Enterprise PM application. The Statement Run report is created and you can choose to print or export the report by setting the parameters for the NextGen® PxP Portal Statements job. Configure the following fields: Field Description Require Account Minimum Statement Amount Indicates the account minimum statement amount to display on the statements. This field displays one of the following: Patient Balance Only Patient + Insurance Balance Account Minimum Statement Amount Indicates a dollar value to serve as the minimum statement amount. Balances less than this amount do not display on the statements. Account Maximum Statement Amount Indicates a dollar value to serve as the maximum statement amount. Balances more than this amount do not disp

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

Person Accounts Overview

A person account is automatically created when the person is selected as the guarantor on a patient’s encounter for the first time, which results in statements generated for the person’s account that include encounters with outstanding self-pay balances. NextGen® Enterprise PM assigns each account a unique account number on the person's Account Profile window. The account number is also printed on statements sent to the guarantor. The Account Profile window for a person account includes the following tabs: Properties Encounter Detail Account Summary Credit Card on File Budget Notes Creating Person Accounts You can create a person account using the People Lookup and the Patient Lookup windows. Set Active Status for Accounts You can use the Account Profile window for a given patient to set an active account. Access Active Accounts You can use the Account Profile window to access an active account. Viewing Account Properties Information You can view account demographics, account settings,

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

Statement Run Report Columns

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Statements Report Columns

Upload an APC Statement Export File to NextGen EDI

Patient Portal Statements Job

Uploading Files to NextGen EDI

Person Accounts Overview

Upload a Statement Export File to NextGen EDI

Statements Report Columns

Upload an APC Statement Export File to NextGen EDI

Patient Portal Statements Job

Uploading Files to NextGen EDI

Person Accounts Overview

Upload a Statement Export File to NextGen EDI