Budget Plans reports enable you to track guarantor accounts that are on a budget plan.
The following reports are available:
- General Budget Plans: Displays a list of all guarantor accounts that are on a budget plan.
- Pre-Listed Plans: Displays a list of all guarantor accounts that are on a budget plan that has reached a Pre-List status.
- Re-Establish Plans: Displays a list of all guarantor accounts that are on a budget plan that should have their budget parameters re-established. For example, encounters have been added to a budget plan, and therefore the original payment amount and number of payments are no longer applicable with the new balance on the budget plan.
To access the reports in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Budget Plans, and then select one of the above reports.
