Generate a Statement Exceptions Report

Help Guide for NextGen® Enterprise PM 8

Generate a Statement Exceptions Report

To generate a Statement Exception report, do the following: Open NextGen® Enterprise PM. Select File > Print Forms > Statements. The Statement Options window opens. From the options window, select the Check for Statement Exceptions check box. Do one of the following: To preview the statements, select Preview. To print the statements, select Print. To export the statements, select Export. If one or more statement exceptions are found, the following prompt appears: Exceptions Found. Would you like to view the report now? Do one of the following: To view the Statement Exceptions report without previewing, printing or exporting the statements, select Yes. The Statement Exceptions report is generated and displays on the screen. To preview, print or export the statements without viewing the Statement Exceptions report, select No. The statements are generated. Parent topic: Statement Exceptions Report

Help Guide for NextGen® Enterprise PM 8

Statement Exceptions Report

When generating batch statements or an individual demand statement, if the Check for Statement Exceptions check box is selected on the Statement Options window, and one or more exceptions are found, a Statement Exceptions report is generated after selecting the Preview, Print or Export button. From the report, you can review the accounts and encounters that have exceptions prior to printing or exporting the statements. The Check for Statement Exceptions process looks for and identifies the following: Encounters with charges that do not have a rendering provider. Encounters with charges that have an expired SIM code. Accounts with a $0.00 patient balance. Accounts with an account-level or encounter-level unapplied credit. Generate a Statement Exceptions Report You can generate a Statement Exception report. Create Tasks from the Statement Exceptions Report You can create tasks from the Statement Exceptions report. Statement Exceptions Report Columns Parent topic: Exporting Statements Par

Help Guide for NextGen® Enterprise PM 8

Generate a Statement Run Report

To generate a Statement Run report before printing or exporting batch statements, do the following: Open NextGen® Enterprise PM. From the File menu, select Print Forms, and then Statements. The Statement Options window opens. The default settings on the Statement Options > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Select the Stmt Report button. The Statement Run report opens. Parent topic: Statement Run Report

Help Guide for NextGen® Enterprise PM 8

Generate a Statement Run Report

To generate a Statement Run report before printing or exporting batch statements, do the following: Open NextGen® Enterprise PM. From the File menu, select Print Forms, and then Statements. The Statement Options window opens. The default settings on the Statement Options > General tab are from pre-defined settings in Practice Preferences > Statements. Review the default Statement Options settings and make modifications, if needed. Select the Stmt Report button. The Statement Run report opens. Parent topic: Statement Run Report

Help Guide for NextGen® Enterprise PM 8

Statement Exceptions Report

When generating batch statements or an individual demand statement, if the Check for Statement Exceptions check box is selected on the Statement Options window, and one or more exceptions are found, a Statement Exceptions report is generated after selecting the Preview, Print or Export button. From the report, you can review the accounts and encounters that have exceptions prior to printing or exporting the statements. The Check for Statement Exceptions process looks for and identifies the following: Encounters with charges that do not have a rendering provider. Encounters with charges that have an expired SIM code. Accounts with a $0.00 patient balance. Accounts with an account-level or encounter-level unapplied credit. Generate a Statement Exceptions Report You can generate a Statement Exception report. Create Tasks from the Statement Exceptions Report You can create tasks from the Statement Exceptions report. Statement Exceptions Report Columns Parent topic: Exporting Statements Par

Help Guide for NextGen® Enterprise PM 8

Exporting Statements

You can export statements to create ASCII files that are sent to a third-party vendor for processing (printing and mailing). Both individual demand statements and batch statements can be exported. You must work closely with your statement processing vendor to ensure export files are created in NextGen® Enterprise PM and formatted using the appropriate data Delimiter and Text Qualifier required by the vendor. These must be defined in Practice Preferences > Forms > Export Options. Note: If you are using NextGen® EDI statement services, ensure to set the export options in Practice Preferences > Forms: Delimiter = <comma> and Text Qualifier = “. Export Statements to an ASCII File You can export statements to an ASCII file. Sending Statements to Other NextGen Applications You can configure a shared network path in System Administration to send statements to other NextGen® applications. Statement Run Report The Statement Run report automatically generates when an individual demand statement

Generate a Statement Exceptions Report

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Generate a Statement Exceptions Report

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Generate a Statement Exceptions Report

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Exporting Statements