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 Profile > Properties Tab
Is Patient Portal?	Statement is in Patient Portal?	Displays Y if the guarantor is enrolled in the NextGen® PxP Portal. Otherwise, displays N.
Portal Enrollment	Patient Portal Enrollment Status indicates the patient's current NextGen® PxP Portal status. For more information, go to NextGen Healthcare Success Community, and download the NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM .	Patient Portal Enrollment Information
Patient Enrollment Response	Displays the patient's response for declining or deferring to enroll in NextGen® PxP Portal.	Add Patient Information window Modify Patient Information window
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.
Enc Nbr	Encounter Number	Account Profile > Encounters Detail Tab Displays encounter numbers for all encounters included on the statement. Multiple numbers are separated by semi-colons.
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.

Filter 1

Use parameters to filter data on the report:

Create Date: Include statements with a Create Date within a date range.
Output Type: Include/exclude statements that were printed or exported. Select either Include All (default), Printed Only, or Exported Only.

Filter 2

Use columns to filter data on the report. Column filter options include the following:

Between
Equals
Not Equals
Greater Than
Less Than
Like

Additional Filters

Use additional filters to filter data on the report. Additional filters include the following:

Creator
Locations
Rendering Providers

Sorting

Use columns to sort and group data on the report. Column sorting options include the following:

Ascending
Descending
Group By
Page Break

Note: Columns that are not available for Group By or Page Break are indicated by 'n/a'.

Totals

Use columns to sub-total and total data on the report. Column total options include the following:

Sum
Average
Count
Totals

Note: Columns that are not available for totals are indicated by 'n/a'.

Statements Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Recommendations

Statement Run Report Columns

Person or Patient Information Settings for Adding Appointment

Patient Portal Statements Job

Person Accounts Overview