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 , 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 for each guarantor.
- A copy of the Appointment Reminder, Recall or Encounter Collection Letter is archived in the for each patient.
- The EDI Upload status is updated on the archived statement or letter.
