Suppress Statements for a Payer

Help Guide for NextGen® Enterprise PM 8

Suppress Statements for an Encounter

Suppressing statements at the encounter level will prevent a specific encounter in a specific patient’s chart from being included in a guarantor’s statement. Statements may still include other encounters on the same patient and 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 display in the Matching Records section of the window. In the Matching Records list, double-click to open the desired patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list, open the encounter to be suppressed from statements. The Encounter Maintenance window opens. On the General tab, clear the Print Encounter On Statements check box. To save changes and close the window, select OK. Statements are now suppressed for the encounter. Parent topic: Sup

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

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 SIM Descriptions from Statements

Descriptions for all SIM codes can be suppressed from being included on guarantor statements. This option will not suppress the SIM codes from appearing on statements, and it applies to both batch and individual demand statements. This might be used for privacy or sensitivity reasons (for example, HIV testing) or to provide additional space for a brief statement message to print next to each charge on detailed statements. Note: A default setting for this option cannot be made in Practice Preferences > Statements. Therefore, the Suppress SIM Description check box must be selected for each statement run, if applicable. For the Individual Demand Statement, do the following: 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 entered display in the Account List section of the window. In the Account List, double-click to open the account. The Accou

Help Guide for NextGen® Enterprise PM 8

Suppressing Statements

You can suppress statements from generating for a guarantor at the account, chart, or encounter levels. Reports and work log tasks are available to assist in identifying print statement indicators that have been turned off. In addition, specific payers can be defined to not generate statements, specific SIM codes can be suppressed from statements, and all SIM descriptions can be suppressed from statements. Suppress Statements for an Account You can suppress statements for an account. Suppress Statements for a Chart You can suppress statements at the chart level. Suppress Statements for an Encounter You can suppress statements at the encounter level. Suppress Statements for a Payer You can suppress statements for a payer. Suppress Statements for a SIM Code You can suppress statements for a SIM Code. Suppress SIM Descriptions from Statements Descriptions for all SIM codes can be suppressed from being included on guarantor statements. Parent topic: Statements

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

Suppress Statements for a Payer

Recommendations

Suppress Statements for an Encounter

Suppress Statements for a Chart

Suppress Statements for an Account

Suppress SIM Descriptions from Statements

Suppressing Statements

Print or Export Batch Statements

Suppress Statements for an Encounter

Suppress Statements for a Chart

Suppress Statements for an Account

Suppress SIM Descriptions from Statements

Suppressing Statements

Print or Export Batch Statements