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View an Archived Account Collection Letter
View an Archived Account Collection Letter
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.
Select
Account List
, and then double-click the account.
The
Account Profile
window opens for the desired guarantor.
Select
Notes
.
In the
Folders
list, expand the
Letters
folder, and then select the
Demand Account
folder.
The section on the right displays the
Date/Time
,
Creator
,
Letter Name
, and
Description
for each archived account collection letter.
Select the desired letter, and then double-click to open the letter.
The
Letter Preview
window opens.
Note:
You cannot print archived letters. Therefore, the
Print Dialog
and
Quick Print
fields are not available on the
Letter Preview
toolbar.
When finished viewing, select
Close Preview
on the toolbar.
Help Guide for NextGen® Enterprise PM 8
Set up for Archived Collection Letters
To archive Account Collection or Encounter Collection letters, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the General tab. Select Demand Account and Demand Encounter from the Archive Letters list Select OK. Parent topic: Archiving Collection Letters
Help Guide for NextGen® Enterprise PM 8
View an Archived Encounter Collection Letter
Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the search criteria appear in the Matching Records section. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Clinical History/Notes tab. Select the Demand Encounter folder. Display the Date/Time, Creator, Letter Name, and Description fields for each archived encounter collection letter. Select the desired letter, and then double-click to open the letter. The Letter Preview window opens. Note: You cannot print archived letters. Therefore, the Print Dialog and Quick Print fields are not available on the Letter Preview toolbar. Select the Close Preview button on the toolbar. Parent topic: Archiving Collection Letters
Help Guide for NextGen® Enterprise PM 8
Create an Archived Collection Letter
Open NextGen® Enterprise PM. To create an archived collection letters, do one of the following: Print or Export Individual Account Collection Letters. Print or Export Batch Account Collection Letters. Print or Export the Individual Encounter Collection Letter. Print or Export Batch Encounter Collection Letters. Print or Export the desired collection letter. A confirmation message appears stating to confirm that the letters are printed or exported correctly. Do one of the following: If the letters are printed or exported correctly, select Yes. An image of each account collection letter is now archived in the guarantor’s Account Profile, on the Notes tab, in the Letters folder. An image of each encounter collection letter is now archived in the Patient Chart, on the Clinical History/Notes tab, in the Letters folder. If the letters did not print or export correctly, select No. An image of the account or encounter collection letter is not archived. Parent topic: Archiving Collection Letter
Help Guide for NextGen® Enterprise PM 8
View an Archived Account Collection Letter
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. Select Account List, and then double-click the account. The Account Profile window opens for the desired guarantor. Select Notes. In the Folders list, expand the Letters folder, and then select the Demand Account folder. The section on the right displays the Date/Time, Creator, Letter Name, and Description for each archived account collection letter. Select the desired letter, and then double-click to open the letter. The Letter Preview window opens. Note: You cannot print archived letters. Therefore, the Print Dialog and Quick Print fields are not available on the Letter Preview toolbar. When finished viewing, select Close Preview on the toolbar. Parent topic: Archiving Collection Letters
Help Guide for NextGen® Enterprise PM 8
Archiving Collection Letters
You can archive collection letters when they are printed or exported so that you can store an image of a letter and it is available for viewing in the guarantor’s Account Profile (demand account letters) or the Patient Chart (demand encounter letters). When the collection letter is archived, you can view or reprint the image, but you cannot delete it. Set up for Archived Collection Letters You can set up to archive collection letters in NextGen® Enterprise PM. Create an Archived Collection Letter You can create an archived collection letter. View an Archived Account Collection Letter You can view an archived account collection letter. View an Archived Encounter Collection Letter You can view an archived encounter collection letter. Parent topic: Generating Collection Letters
Help Guide for NextGen® Enterprise PM 8
View an Archived Budget Letter
Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria to search the desired account. Select Find. All existing accounts appears in the Account List section. In the Account List, double-click to open the account. The Account Profile window opens. Select the Notes tab. From the Folders list, expand the Letters folder, and then select the Budget folder. Select the letter, and then double-click the letter. The Letter Preview window opens. Note: You cannot print archived letters. Therefore, the Print Dialog and Quick Print options are not available on the Letter Preview toolbar. To close the Letter Preview window, select Close Preview. Parent topic: Archiving Budget Letters
