NextGen Knowledge Center

View 'EDI Upload' Status on Reports

An EDI Upload column is available on the following reports in NextGen® Enterprise PM:

  • Statement Run Report: Automatically generated when statements are processed.
  • Budget Process Status Report: Automatically generated when budget letters are processed.
  • Statements Report: Manually generated from the Reports > General menu.

For more information, go to the NextGen Healthcare Success Community and download the Reports Guide for NextGen® Enterprise PM .

To view the EDI Upload status for Statements or Budget Letters on the above reports, do the following:

  1. Generate the desired report.
    The report displays on the screen.
  2. From the report toolbar, select the Report Filter button.
    The Report Filter window opens.
  3. From the Settings List on the left, select Columns and then select the EDI Upload column.
  4. To regenerate the report, select OK.
    The report displays on the screen.
    The EDI Upload column displays one of the following:
    • Y: The statement or letter was uploaded to NextGen EDI.
    • N: The statement or letter was not uploaded to NextGen EDI.
    • Blank: The Upload Export File to NextGen EDI check box was not selected when the statement or letter was generated.