NextGen Knowledge Center

Add Budget Plans to Accounts

The budget plan is a regularly scheduled payment plan. If the account balance is not paid in full, you can create a budget plan for the guarantor or account.

In a Non-Perpetual budget plan, you must manually include all existing encounters with a self-pay balance on an account and add any future encounters. In a Perpetual budget plan, the application automatically adds all existing encounters with a self-pay balance on an account and also automatically adds future encounters.
  1. Open a patient chart.
  2. From the menu, select Tasks > Lookup > Accounts.
  3. To search for a guarantor account, enter the search criteria in the Account Lookup window, and then select Find.
  4. In Accounts List, double-click the guarantor account, and then select the Budget tab.
    On the Budget tab, the active budget plans are listed in the Budget Plans section.
  5. In Budget Plans, select the open menu icon, and then select New.
  6. In the Budget Details window, select Non-Perpetual or Perpetual as the budget type, and then enter the necessary information.
  7. In Encounter Information, select the open menu icon, and then do the following:
    • Select Add to open all account encounters with a patient balance, and then double-click an encounter to add to the budget plan.
    • Select Delete to remove the encounters from the budget plan.
    • Select All to add all encounters on the account with a patient balance to the budget plan.
    The budget status changes from ESTABLISH to NORMAL.
Add Budget Plans to Accounts