Uploading Files to NextGen EDI

Help Guide for NextGen® Enterprise PM 8

Exporting Statements

You can export statements to create ASCII files that are sent to a third-party vendor for processing (printing and mailing). Both individual demand statements and batch statements can be exported. You must work closely with your statement processing vendor to ensure export files are created in NextGen® Enterprise PM and formatted using the appropriate data Delimiter and Text Qualifier required by the vendor. These must be defined in Practice Preferences > Forms > Export Options. Note: If you are using NextGen® EDI statement services, ensure to set the export options in Practice Preferences > Forms: Delimiter = <comma> and Text Qualifier = “. Export Statements to an ASCII File You can export statements to an ASCII file. Sending Statements to Other NextGen Applications You can configure a shared network path in System Administration to send statements to other NextGen® applications. Statement Run Report The Statement Run report automatically generates when an individual demand statement

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

Help Guide for NextGen® Enterprise PM 8

Viewing 'EDI Upload' Status

When creating a statement or letter export file in NextGen® Enterprise PM, if the Upload Export File to NextGenEDI check box is selected, and valid login credentials are entered in Practice Preferences > NextGenEDI Upload, then the file automatically uploads to NextGen EDI in real-time as soon as it is created. When an upload is successful, the following occurs in NextGen® Enterprise PM: A message displays indicating the file was uploaded and received by NextGen EDI: Upload to NextGenEDI Successful; [File Name]; [File Size]. A copy of the Statement, Account Collection Letter or Budget Letter is archived in the Account Profile > Notes tab > Statements or Letters folder for each guarantor. A copy of the Appointment Reminder, Recall or Encounter Collection Letter is archived in the Patient Chart > Clinical History/Notes tab > Letters folder for each patient. The EDI Upload status is updated on the archived statement or letter. View 'EDI Upload' Status in the Account Profile You can check

Help Guide for NextGen® Enterprise PM 8

Upload a Letter Export File to NextGen EDI

For detailed information on generating Appointment Reminder and Recall Letters, go to the NextGen Healthcare Success Community and download the Appointment Scheduling Guide for NextGen® Enterprise PM . For information on generating Account Collection, Encounter Collection and Budget Letters, download the Billing and Collections Guide for NextGen® Enterprise PM . Do one of the following: To export batch Appointment Reminder letters, select the File menu and select Print Forms, then Letters, and then Appt Reminders. The Appointment Reminders window opens. To export batch Recall letters, select the File menu and select Print Forms, then Letters, and then Recall Letters. The Recall Letters window opens. To export an individual Encounter Collection letter, access the Patient Chart, select the Encounters tab and select the encounter, and then select the Letters button on the main toolbar. The Demand Letters for [Name] window opens. To export batch Encounter Collection letters, from the File

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

Help Guide for NextGen® Enterprise PM 8

Statements

A statement is generated for all accounts where the guarantor has an outstanding unpaid balance. An account can be for a person, patient, parent, or spouse who is the guarantor on one or more encounters. An account may also be for an employer who is the guarantor on one or more encounters. Each statement shows encounters with their associated charges, and any transaction activity (payments, adjustment, refunds) that is posted against those charges. Both outstanding insurance balances and patient balances are shown. The purpose of a statement is to keep the guarantor informed of their account activity, and to bill them for their outstanding patient balance. The patient balance is comprised of self-pay encounters or encounters with a remaining balance after insurance is paid. Encounters on a Budget Plan and encounters in Bad Debt status are not normally included on statements. However, they can be included if desired. Bad Debt encounters can be included by selecting Include bad debt enco

Uploading Files to NextGen EDI

Recommendations

Exporting Statements

Upload an APC Statement Export File to NextGen EDI

Viewing 'EDI Upload' Status

Upload a Letter Export File to NextGen EDI

Upload a Statement Export File to NextGen EDI

Statements

Exporting Statements

Upload an APC Statement Export File to NextGen EDI

Viewing 'EDI Upload' Status

Upload a Letter Export File to NextGen EDI

Upload a Statement Export File to NextGen EDI

Statements