Collection Letters

Help Guide for NextGen® Enterprise PM 8

Collection Letters

There are two types of collections letters used in NextGen® Enterprise PM. You can send a Demand Account collection letter to a guarantor that typically references the outstanding self-pay balance on their account. The letter include multiple encounters for multiple patients on the account. You can send a Demand Encounter collection letter to a guarantor that typically references a specific encounter on their account. The letter can be used for a variety of reasons, such as collection of an outstanding self-pay balance, or information requested by their insurance. You can first create letters in the Letters master file in File Maintenance, and then generate them for the appropriate guarantors in NextGen® Enterprise PM. Note: You can create demand account and encounter letters in File Maintenance in multiple languages and then print in NextGen® Enterprise PM based on the Correspondence Language selected in the patient's demographics. For more information on collection letters, refer to

Help Guide for NextGen® Enterprise PM 8

Add a Collection Letter to an Account

To add a collection letter to an account, do the following: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to locate the desired account. Select Find. All existing accounts that match the search criteria are displayed in the Account List section of the window. Select Account List, and then double-click to open the account. The Account Profile window opens for the guarantor. Select the Properties tab. In the Collection Letter field, select a letter. When you select a letter, the Send Collection Letter check box is automatically selected. This qualifies the letter to be included in the next batch of Account Collection Letters generated. Close the Account Profile. A message appears stating that the general information has changed. To save the changes, select Yes. Parent topic: Print or Export Batch Account Collection Letters

Help Guide for NextGen® Enterprise PM 8

Add a Collection Letter to an Account

To add a collection letter to an account, do the following: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to locate the desired account. Select Find. All existing accounts that match the search criteria are displayed in the Account List section of the window. Select Account List, and then double-click to open the account. The Account Profile window opens for the guarantor. Select the Properties tab. In the Collection Letter field, select a letter. When you select a letter, the Send Collection Letter check box is automatically selected. This qualifies the letter to be included in the next batch of Account Collection Letters generated. Close the Account Profile. A message appears stating that the general information has changed. To save the changes, select Yes. Parent topic: Print or Export Batch Account Collection Letters

Help Guide for NextGen® Enterprise PM 8

Printing Multi-Language Letters

When publishing letter types for patients, the application determines the patient's language by checking the correspondence language entered in the Correspondence Language field on the Patient Information > Demographics tab. The letter types can be previewed and printed in the patient's preferred correspondence language. When the preferred correspondence language feature is enabled for appointment reminder, recall, demand account, demand encounter and budget letters, you can print and preview the letters in their associated language. The export letter functionality can be used for letters only written in English. You cannot export letters written in one of the supported correspondence languages. For more information on printing Appointment Reminder and Recall letters, go to the NextGen Healthcare Success Community and download the Appointment Scheduling User Guide for NextGen® Enterprise PM . For more information on printing Demand Account, Demand Encounter, and Budget letters, go to t

Help Guide for NextGen® Enterprise PM 8

Add a Collection Letter to an Encounter

To add a collection letter to an encounter, do the following: Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria are displayed in the Matching Records section. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. In the Encounters list, open the encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Collection Letter field, select a letter. The Send Collection Letter check box is automatically selected. This qualifies the letter to be included in the next batch of Encounter Collection Letters. To save changes and close the window, select OK. Parent topic: Print or Export Batch Encounter Collection Letters

Help Guide for NextGen® Enterprise PM 8

Add a Collection Letter to an Encounter

To add a collection letter to an encounter, do the following: Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria are displayed in the Matching Records section. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. In the Encounters list, open the encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Collection Letter field, select a letter. The Send Collection Letter check box is automatically selected. This qualifies the letter to be included in the next batch of Encounter Collection Letters. To save changes and close the window, select OK. Parent topic: Print or Export Batch Encounter Collection Letters

Collection Letters

Recommendations

Collection Letters

Add a Collection Letter to an Account

Add a Collection Letter to an Account

Printing Multi-Language Letters

Add a Collection Letter to an Encounter

Add a Collection Letter to an Encounter

Collection Letters

Collection Letters

Add a Collection Letter to an Account

Add a Collection Letter to an Account

Printing Multi-Language Letters

Add a Collection Letter to an Encounter

Add a Collection Letter to an Encounter