Suppressing Statements

Help Guide for NextGen® Enterprise PM 8

Suppress Statements for a SIM Code

Specific SIM codes can be suppressed from being included on guarantor statements. Note: Selecting Suppress from Statement not only suppresses the SIM code from statements, but also suppresses the charges amount and any related transactions. Open File Maintenance. Select Libraries, and then Service Items. The Service Items List window opens. From the list, double-click to open the desired library. The Service Item Library Maintenance window opens. In the Search field on the left, select the SIM code to be suppressed from statements. On the General tab, select the Suppress from Statement check box. To save changes and close the window, select OK. Statements are now suppressed for the SIM code. Parent topic: Suppressing Statements

Help Guide for NextGen® Enterprise PM 8

Suppress SIM Descriptions from Statements

Descriptions for all SIM codes can be suppressed from being included on guarantor statements. This option will not suppress the SIM codes from appearing on statements, and it applies to both batch and individual demand statements. This might be used for privacy or sensitivity reasons (for example, HIV testing) or to provide additional space for a brief statement message to print next to each charge on detailed statements. Note: A default setting for this option cannot be made in Practice Preferences > Statements. Therefore, the Suppress SIM Description check box must be selected for each statement run, if applicable. For the Individual Demand Statement, do the following: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to locate the desired account. Select Find. All existing accounts that match the search criteria entered display in the Account List section of the window. In the Account List, double-click to open the account. The Accou

Help Guide for NextGen® Enterprise PM 8

Suppress Statements for a Chart

Suppressing statements at the chart level prevents all encounters in a specific patient’s chart from being included in a guarantor’s statement. Statements can still include encounters for other patients that are linked to the guarantor’s account. 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 of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Patient Information tab, and then select Chart Details. Select the Open Record icon. The Chart Details window opens. Clear the Print Statements check box. To save changes and close the window, select OK. Statements are now suppressed for the chart. Parent topic: Suppressing Statements

Help Guide for NextGen® Enterprise PM 8

Suppress Statements for a Payer

Encounters with a specific payer selected as the primary payer can be suppressed from being included on guarantor statements. Encounters with a primary payer and Do not print statements option selected will not be included on statements as long as there is no Pat Amt (patient amount) balance on the encounter. If there is a Pat Amt balance on the encounter, encounters will be included on statements, even if Do not print statements option is selected for the primary payer Note: You can use Do not print statements option for batch statements and not for individual demand statements. Open File Maintenance. Select Master Files > System > Payers. The Payers List window opens. From the list, double-click to open the payer to be suppressed from statements. The Modify Payer Information window opens. Select the Practice tab, and then select the Other sub-tab. Select Do not print statements. Select OK. Statements are now suppressed for the payer. Parent topic: Suppressing Statements

Help Guide for NextGen® Enterprise PM 8

Suppress Statements for an Encounter

Suppressing statements at the encounter level will prevent a specific encounter in a specific patient’s chart from being included in a guarantor’s statement. Statements may still include other encounters on the same patient and encounters for other patients that are linked to the guarantor’s account. 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 display in the Matching Records section of the window. In the Matching Records list, double-click to open the desired patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list, open the encounter to be suppressed from statements. The Encounter Maintenance window opens. On the General tab, clear the Print Encounter On Statements check box. To save changes and close the window, select OK. Statements are now suppressed for the encounter. Parent topic: Sup

Help Guide for NextGen® Enterprise PM 8

Suppress Statements for an Account

Suppressing statements at the account level will prevent statements from being generated for the guarantor’s entire account. This includes all patients and all encounters that are linked to the guarantor’s account. Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria to locate the desired account. Select Find. All existing accounts that match the search criteria display in the Account List section of the window. In the Account List, double-click to open the account. The Account Profile window opens. Select the Properties tab. In the Statements section, clear the Print Statements check box. Close the Account Profile window. The message appears stating that the general information has changed, do you like to save your changes. To save changes and close the window, select Yes. Statements are now suppressed for the account. Parent topic: Suppressing Statements

Suppressing Statements

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Suppress Statements for a SIM Code

Suppress SIM Descriptions from Statements

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Suppress Statements for an Encounter

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Suppressing Statements

Suppress Statements for a SIM Code

Suppress SIM Descriptions from Statements

Suppress Statements for a Chart

Suppress Statements for a Payer

Suppress Statements for an Encounter

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