Suppress Dunning Messages on Statements

Help Guide for NextGen® Enterprise PM 8

Setting Up Dunning Messages

You can set up Dunning Messages on the Practice Preferences window by selecting the following: Practice Preferences > Statements. Select either Dunning messages by Aging or Dunning messages by Statement Counter for the practice. Dunning Messages master file. Create messages to be printed on statements. Practice Preferences > Statements. Select the Default Dunning Messages and Statement Aging Date for the practice. Select Dunning Messages by Aging or by Statement Counter You can select dunning messages by aging or by statement Counter on the Practice Preferences window. Add or Modify Dunning Messages You can add or modify dunning messages on the Dunning Message Master Maintenance window. Set Up Practice Preferences for Dunning Messages You can set up dunning messages for the practice in the Practice Preferences window. Parent topic: Dunning Messages

Help Guide for NextGen® Enterprise PM 8

Suppress Dunning Messages on Statements

Dunning Messages can be suppressed from printing on statements for an individual guarantor account. Open NextGen® Enterprise PM. Select Lookup, and then select Account Profile for the desired guarantor. The Patient Lookup window opens. Select the desired patient, select Find. The Update Patient Information window opens. Select Account. The Account Profile window opens. On the Properties tab, select Suppress Dunning Messages. Close the Account Profile window. A message appears stating that the general information has changed. Would you like to save your changes? Select Yes. Parent topic: Dunning Messages

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

Help Guide for NextGen® Enterprise PM 8

Suppress Statements for an Account

Suppressing statements at the account level will prevent statements from being generated for the guarantor’s entire account. This includes all patients and all encounters that are linked to the guarantor’s account. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to locate the desired account. Select Find. All existing accounts that match the search criteria display in the Account List section of the window. In the Account List, double-click to open the account. The Account Profile window opens. Select the Properties tab. In the Statements section, clear the Print Statements check box. Close the Account Profile window. The message appears stating that the general information has changed, do you like to save your changes. To save changes and close the window, select Yes. Statements are now suppressed for the account. Parent topic: Suppressing Statements

Help Guide for NextGen® Enterprise PM 8

Suppress Statements for an Account

Suppressing statements at the account level will prevent statements from being generated for the guarantor’s entire account. This includes all patients and all encounters that are linked to the guarantor’s account. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to locate the desired account. Select Find. All existing accounts that match the search criteria display in the Account List section of the window. In the Account List, double-click to open the account. The Account Profile window opens. Select the Properties tab. In the Statements section, clear the Print Statements check box. Close the Account Profile window. The message appears stating that the general information has changed, do you like to save your changes. To save changes and close the window, select Yes. Statements are now suppressed for the account. Parent topic: Suppressing Statements

Help Guide for NextGen® Enterprise PM 8

Select Dunning Messages by Aging or by Statement Counter

Open NextGen® Enterprise PM. Select Admin > Preferences > Practice. The Practice Preferences window opens. Select Statements. Select one of the following: Dunning messages by Aging: Select this button if statement dunning messages are based on the age of the guarantor’s oldest patient balance. Note: When the balance reaches 31 days, the message appears stating that the balance is more than 30 days past due, remit payment as soon as possible. Dunning messages by Statement Counter: Select this button if statement dunning messages are based on the guarantor’s account-level statement counter. Note: If the statement counter is at 1 and you generate second statement, a message appears stating that this is your second statement. Your balance is now past due, remit payment as soon as possible. Select OK. Dunning messages by Aging or Dunning messages by Statement Counter is selected on the Practice Preferences window. Parent topic: Setting Up Dunning Messages

Suppress Dunning Messages on Statements

Recommendations

Setting Up Dunning Messages

Suppress Dunning Messages on Statements

Dunning Messages

Suppress Statements for an Account

Suppress Statements for an Account

Select Dunning Messages by Aging or by Statement Counter

Suppress Dunning Messages on Statements

Setting Up Dunning Messages

Suppress Dunning Messages on Statements

Dunning Messages

Suppress Statements for an Account

Suppress Statements for an Account

Select Dunning Messages by Aging or by Statement Counter