Print or Export an Individual Encounter Collection Letter
An individual Demand Encounter collection letter is generated for a guarantor from the Patient Chart, Encounters tab.
Open NextGen® Enterprise PM.
Select Chart.
The Patient Lookup window opens.
Enter search criteria to locate the desired patient.
Select Find.
All existing persons and patients that match the search criteria are displayed in the Matching Records section.
In the Matching Records list, double-click the patient.
The Patient Chart window opens.
Select the Encounters tab, and then open the desired encounter from the Encounters list.
Do one of the following:
From the main toolbar, select the Letters button.
From the Tasks menu, select Demand, and then Demand Letter.
The Demand Letters window opens.
Right-click the desired encounter letter and select one of the following from the menu:
To preview the letter on the window, select Preview.
To print the letter, select Print.
Note: The letter is automatically sent to the printer defined in Practice Preferences > Printing > Collection Letters. If the user has specified a different printer in their General User Preferences > Printing, overrides the printer defined in Practice Preferences.
To create an ASCII export file and to send it to the third-party vendor for processing (printing and mailing), select Export.
A confirmation message appears stating that the letters are printed or exported correctly.
If the letter printed or exported correctly, select Yes.
The system updates the following on the Patient Chart.
The Last Letter Date field is updated on the Chart, Patient Information tab, Chart Details sub-tab.
A Demand Encounter Letter Printed or Exported significant event is recorded under History on the Chart, Clinical History/Notes tab.
Note: The significant event must be enabled from the Admin menu, then Preferences, and then Significant Events.
To close the window, select Close.
Note: To prefix the Practice ID in the Account NBR field in an individual encounter collection letter, open NextGen® Enterprise PMPractice Preference window, select Forms, and then, select the Prefix Practice ID on Account NBR for financial letters check box.
Print or Export an Individual Encounter Collection Letter
