Statement Run Report

Help Guide for NextGen® Enterprise PM 8

Statement Run Report

The Statement Run report generates when you select the Update Last Statement Dates check box on the Statement Options window, and you select Yes on the Did Statements Print/Export Correctly? message. The Statement Run report automatically generates when an individual demand statement or a batch of statements is printed or exported in NextGen® Enterprise PM. The report shows information for each account in the statement run. The Statement Run report can also be manually generated before printing or exporting a demand statement or a batch of statements. A report that is run prior to generating statements can be used to: Review which accounts are in the current batch and are ready to have a statement generated. Review the Credit Balance column on the report to identify accounts that should have their credit balance resolved prior to generating statements. Review the Statement Counter column on the report to identify accounts that should be processed for bad debt and go to collections prio

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

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

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

Process Generated Reports

There are specific processes in NextGen® Enterprise PM that automatically generate a report. These include the Batch Transaction Report, Claim Production Status, Electronic Send Report, Encounters Pending Bad Debt, Statements Exception Report and the ERA Posting Report. Address Change Report Batch Listing Report Budget Process Status Report Claim Production Status Report Consolidated Services Claim Report Electronic Send Report Encounters Pending Bad Debt Report ERA Import Posting Report Outsource Charges Report Columns Statement Run Report The Statement Run report automatically generates when an individual demand statement or a batch of statements is printed or exported in NextGen® Enterprise PM. Statement Exceptions Report You can generate Statement Exception report for exceptions.

Help Guide for NextGen® Enterprise PM 8

Process Generated Reports

There are specific processes in NextGen® Enterprise PM that automatically generate a report. These include the Batch Transaction Report, Claim Production Status, Electronic Send Report, Encounters Pending Bad Debt, Statements Exception Report and the ERA Posting Report. Address Change Report Batch Listing Report Budget Process Status Report Claim Production Status Report Consolidated Services Claim Report Electronic Send Report Encounters Pending Bad Debt Report ERA Import Posting Report Outsource Charges Report Columns Statement Run Report The Statement Run report automatically generates when an individual demand statement or a batch of statements is printed or exported in NextGen® Enterprise PM. Statement Exceptions Report You can generate Statement Exception report for exceptions. Parent topic: Reports

Statement Run Report

Recommendations

Statement Run Report

Generate a Statement Run Report

Exporting Statements

Generate a Statement Run Report

Process Generated Reports

Process Generated Reports

Statement Run Report

Statement Run Report

Generate a Statement Run Report

Exporting Statements

Generate a Statement Run Report

Process Generated Reports

Process Generated Reports