Create an Archived Budget Statement

Help Guide for NextGen® Enterprise PM 8

Reprint an Archived Budget Statement

You can reprint an archived budget statement, if needed. Reprinting an archived statement does not increment the account-level or encounter-level statement counters. Note: The option to reprint an archived budget statement is not available for statements that are archived prior to version 5.9. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to search the desired account. Select Find. All existing accounts that match the search criteria appear in the Account List section. Select Account List, and then double-click to open the account. The Account Profile window opens. Select the Notes tab. Select the Budget Statements folder. A number in parentheses (n) indicates the number of archived budget statements available in the folder for the account. Date/Time, Insurance Balance, Patient Balance, Print/Export/Electronic, and Creator fields appear on each statement. Select the budget statement, Right-click the statement, and then select Reprin

Help Guide for NextGen® Enterprise PM 8

Create an Archived Budget Statement

Print or export Batch Budget Statements. Select the Update Budget Dates check box, and then select Print or Export. A message appears stating that the statements are printed or exported correctly. Do one of the following: If the statements are printed or exported correctly, select Yes. An image of each budget statement is now archived in the guarantor’s Account Profile, on the Notes tab, in the Budget Statements folder. If the statements did not print or export correctly, select No. An image of the budget statement is not archived. Parent topic: Archiving Budget Statements

Help Guide for NextGen® Enterprise PM 8

Archiving Budget Statements

You can archive budget statements when they are printed or exported so that an image of each statement is stored and available for viewing in the guarantor’s Account Profile. When a budget statement is archived, you can view or reprint the image, but you cannot delete it. Note: Budget statements have the Reset Print Dates option that is used when a batch of statements needs to be reprinted or exported. If a batch is reset and then reprinted or exported, the original archived budget statement image is still stored. The new image resulting from the reprint or export is also stored and available for viewing. Set up for Archived Budget Statements Budget statements can be archived when they are printed or exported so that an image of each statement is stored and available for viewing in the guarantor’s Account Profile. Create an Archived Budget Statement You can create an archived budget statements. View an Archived Budget Statement You can view archived budget statement on the Budget State

Help Guide for NextGen® Enterprise PM 8

Archiving Budget Statements

You can archive budget statements when they are printed or exported so that an image of each statement is stored and available for viewing in the guarantor’s Account Profile. When a budget statement is archived, you can view or reprint the image, but you cannot delete it. Note: Budget statements have the Reset Print Dates option that is used when a batch of statements needs to be reprinted or exported. If a batch is reset and then reprinted or exported, the original archived budget statement image is still stored. The new image resulting from the reprint or export is also stored and available for viewing. Set up for Archived Budget Statements Budget statements can be archived when they are printed or exported so that an image of each statement is stored and available for viewing in the guarantor’s Account Profile. Create an Archived Budget Statement You can create an archived budget statements. View an Archived Budget Statement You can view archived budget statement on the Budget State

Help Guide for NextGen® Enterprise PM 8

Create an Archived Statement

To create an archived statement, do one of the following: Print or Export an Individual Account Statement. Print or Export an Individual Patient Statement. Print or Export Batch Statements. Select Update Last Statement Dates, and then select Print or Export. A message appears confirming that the statements are printed or exported correctly. Do one of the following: If the statements printed or exported correctly, select Yes. An image of each statement is now archived in the guarantor’s Account Profile, on the Notes tab, in the Statements folder. If the statements did not print or export correctly, select No. An image of the statement is not archived. Parent topic: Archiving Statements

Help Guide for NextGen® Enterprise PM 8

Create an Archived Statement

To create an archived statement, do one of the following: Print or Export an Individual Account Statement. Print or Export an Individual Patient Statement. Print or Export Batch Statements. Select Update Last Statement Dates, and then select Print or Export. A message appears confirming that the statements are printed or exported correctly. Do one of the following: If the statements printed or exported correctly, select Yes. An image of each statement is now archived in the guarantor’s Account Profile, on the Notes tab, in the Statements folder. If the statements did not print or export correctly, select No. An image of the statement is not archived. Parent topic: Archiving Statements

Create an Archived Budget Statement

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Reprint an Archived Budget Statement

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Create an Archived Budget Statement

Reprint an Archived Budget Statement

Create an Archived Budget Statement

Archiving Budget Statements

Archiving Budget Statements

Create an Archived Statement

Create an Archived Statement