Loading...
Recommendations
Explore
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.
Create an Archived Statement
Help Guide for NextGen® Enterprise PM 8
View an Archived Statement
Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter the employer name, and then select Find. Select the desired guarantor, and then select Open. The Account Profile window opens. Select Notes. From the Folders list, select Statements. A number in parentheses (n) indicates the number of archived statements available in the folder for the account. The section on the right displays the Date/Time, Insurance Balance, Patient Balance, Print/Export/Electronic, and Creator for each statement. To open and view an archived statement, do one of the following: Double-click to open the desired statement. Right-click on the desired statement and select Open from the menu. The Statement Preview window displays an image of the original statement, including header, body, and footer information. Note: The display of a header on all pages or first page only, and a footer on all pages or last page only, is dependent on settings in Practice Preferences > Forms. When finished
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
Archiving Statements
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. When a statement is archived, you can view or reprint the image but you cannot delete it. Note: Statements have a Reset Print Dates option that can be used in the event a batch of statements needs to be reprinted or exported. If a batch is reset and then reprinted/exported, the original archived statement image is still stored. The new image resulting from the reprint/export is also stored and available for viewing. Set Up for Archived Statements Create an Archived Statement You can create an archived Statement. View an Archived Statement You can view an archived statement on the account profile of the desired guarantor. Reprint an Archived Statement You can reprint an archived statement.
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
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 Statements
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. When a statement is archived, you can view or reprint the image but you cannot delete it. Note: Statements have a Reset Print Dates option that can be used in the event a batch of statements needs to be reprinted or exported. If a batch is reset and then reprinted/exported, the original archived statement image is still stored. The new image resulting from the reprint/export is also stored and available for viewing. Set Up for Archived Statements Create an Archived Statement You can create an archived Statement. View an Archived Statement You can view an archived statement on the account profile of the desired guarantor. Reprint an Archived Statement You can reprint an archived statement. Parent topic: Statements
