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
.
Recommendations
Explore
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
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
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
File Maintenance Help for NextGen® Enterprise 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
Help Guide for NextGen® Enterprise PM 8
Suppress Statements for a Chart
Suppressing statements at the chart level prevents all encounters in a specific patient’s chart from being included in a guarantor’s statement. Statements can still include encounters for other patients that are linked to the guarantor’s account. Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter Search Criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria are displayed in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Patient Information tab, and then select Chart Details. Select the Open Record icon. The Chart Details window opens. Clear the Print Statements check box. To save changes and close the window, select OK. Statements are now suppressed for the chart. Parent topic: Suppressing Statements
