Example Account Statements
Example of Account Statement for a Person:
Example of Account Statement for an Employer:
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Example Account Statements
Help Guide for NextGen® Enterprise PM 8
Print or Export an Account Statement from the Account Profile
Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to locate the desired account. Select Find. From the search results in the Account List section, double-click to open the account. The Account Profile window opens. From the main toolbar, select the Statements button. The Guarantor Statement window opens. The default settings on the Guarantor Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand account statement. Do one of the following: To print the statement, select Print. To create an ASCII export file to be sent to a third-party vendor for processing (printing and mailing), select Export. When the Update Last Statement Dates check box is selected, a message appears that the statements are printed or
Help Guide for NextGen® Enterprise PM 8
Example Account Statements
Example of Account Statement for a Person: Example of Account Statement for an Employer: Parent topic: Print or Export an Account Statement from the Account Profile
Help Guide for NextGen® Enterprise PM 8
Example Patient Statement
Parent topic: Print or Export a Patient Statement from the Charge or Payment Window
Help Guide for NextGen® Enterprise PM 8
Example Patient Statement
Parent topic: Print or Export a Patient Statement from the Charge or Payment Window
Help Guide for NextGen® Enterprise PM 8
Print or Export an Account Statement from the Account Profile
Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to locate the desired account. Select Find. From the search results in the Account List section, double-click to open the account. The Account Profile window opens. From the main toolbar, select the Statements button. The Guarantor Statement window opens. The default settings on the Guarantor Statement > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Note: The Enterprise, Practice, Location and Provider filter tabs are not available when printing an individual demand account statement. Do one of the following: To print the statement, select Print. To create an ASCII export file to be sent to a third-party vendor for processing (printing and mailing), select Export. When the Update Last Statement Dates check box is selected, a message appears that the statements are printed or
Help Guide for NextGen® Enterprise PM 8
Generating Individual Demand Statements
You can generate a demand statement for an individual guarantor account from the following areas in NextGen® Enterprise PM. The statement includes all patients on the account that have encounters where the account was selected as the guarantor. Account Lookup Account Profile A demand statement for an individual patient can be generated from the following areas in NextGen® Enterprise PM. The statement includes encounters for the selected patient only. Patient Lookup Patient Chart Charge Posting Payment Entry Print or Export an Account Statement from Account Lookup You can print or export an account statement from Account Lookup on the Guarantor Statement window. Print or Export an Account Statement from the Account Profile You can print or export an account statement from the Account Profile on the Guarantor Statement window. Print or Export a Patient Statement from Patient Lookup You can print or export a patient statement from the patient lookup on the Patient Statement window. Print
