Generating Batch Statements

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Statements

Open NextGen® Enterprise PM. Select File > Print Forms > 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. Do one of the following: To print the statements, 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 confirmation message appears that the statements are printed or exported correctly. If all statements in the batch did not print or export correctly, select No. The parameters listed below are not updated and all guarantor accounts in the batch will requalify for the next statement run. If all statements in the batch are printed or exported correctly, select Yes. The following parameters are updated on the Account Profile > Properties t

Help Guide for NextGen® Enterprise PM 8

Statement Options Window Buttons

The following fields are available at the bottom of the Statement Options window. Fields Description Preview Shows the preview for each statement in the current batch on window. Print Prints statements in the current batch. Export Creates an ASCII export file for statements in the current batch to be sent to a third-party vendor for processing (printing and mailing). Late Fee Shows this option prior to printing or exporting to add a late fee charge to the appropriate accounts in the current batch. Note: This option is not available when printing a demand account statements or a demand patient statement. Stmt Report Shows this option prior to printing or exporting to generate a Statement Run Report showing all accounts included in the current batch. Note: A Statement Run Report is automatically generated after a statement batch is printed or exported. Reset Resets the Next Statement Print Date to today (current system date) for all accounts that had statements generated on a specified d

Help Guide for NextGen® Enterprise PM 8

Statement Options Window Filters

The Statement Options window includes four additional tabs at the top of the window. These tabs can be used as additional filters to include or exclude specific Enterprises, Practices, Locations or Providers prior to printing or exporting a statement batch. When generating a batch of statements, the current Enterprise and Practice, and all Locations and all Providers within the current enterprise or practice, are selected by default. Filter Batch Statements by Enterprise You can use additional filters to include or exclude specific to enterprise before printing or exporting a statement batch. Filter Batch Statements by Practice You can use additional filters to include or exclude specific to practice before printing or exporting a statement batch. Filter Batch Statements by Location You can use additional filters to include or exclude specific to location before printing or exporting a statement batch. Filter Batch Statements by Provider You can use additional filters to include or exc

Help Guide for NextGen® Enterprise PM 8

Generating Batch Statements

Statements for all guarantor accounts that have met or exceeded the Number of Days between Statements defined in Practice Preferences > Statements can be generated at the same time in a batch. To include a guarantor account in the batch, the account must meet all criteria and parameters selected on the Statement Options window. The default settings on the Statement Options window are from pre-defined settings in Practice Preferences > Statements. For more information on Statement Options, go to the NextGen Healthcare Success Community and download the File Maintenance Preferences Guide for NextGen® Enterprise and refer to the Statements Practice Preferences section. Print or Export Batch Statements You can print or export batch statements on the Statement Options window. Statement Options Window Filters Statement Options window includes four additional tabs to use filters. Statement Options Window Buttons You can use Statement Options fields to add late fee or additional filters before

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Statements

Open NextGen® Enterprise PM. Select File > Print Forms > 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. Do one of the following: To print the statements, 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 confirmation message appears that the statements are printed or exported correctly. If all statements in the batch did not print or export correctly, select No. The parameters listed below are not updated and all guarantor accounts in the batch will requalify for the next statement run. If all statements in the batch are printed or exported correctly, select Yes. The following parameters are updated on the Account Profile > Properties t

Help Guide for NextGen® Enterprise PM 8

Statement Options Window Buttons

The following fields are available at the bottom of the Statement Options window. Fields Description Preview Shows the preview for each statement in the current batch on window. Print Prints statements in the current batch. Export Creates an ASCII export file for statements in the current batch to be sent to a third-party vendor for processing (printing and mailing). Late Fee Shows this option prior to printing or exporting to add a late fee charge to the appropriate accounts in the current batch. Note: This option is not available when printing a demand account statements or a demand patient statement. Stmt Report Shows this option prior to printing or exporting to generate a Statement Run Report showing all accounts included in the current batch. Note: A Statement Run Report is automatically generated after a statement batch is printed or exported. Reset Resets the Next Statement Print Date to today (current system date) for all accounts that had statements generated on a specified d

Generating Batch Statements

Recommendations

Print or Export Batch Statements

Statement Options Window Buttons

Statement Options Window Filters

Generating Batch Statements

Print or Export Batch Statements

Statement Options Window Buttons

Generating Batch Statements

Print or Export Batch Statements

Statement Options Window Buttons

Statement Options Window Filters

Generating Batch Statements

Print or Export Batch Statements

Statement Options Window Buttons