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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
.
View an Archived Budget Letter
Help Guide for NextGen® Enterprise PM 8
Create an Archived Budget Letter
Open NextGen® Enterprise PM. Print or Export Batch Budget Letters. Select the Update Budget Dates check box, and then select the Print or Export button. A confirmation message appears stating that the letters printed or exported correctly. Do the following: If the letters printed or exported correctly, select Yes. An image of each budget letter is now archived in the guarantor’s Account Profile, on the Notes tab, in the Letters > Budget folder. If the letters did not print or export correctly, select No. An image of the budget letter is not archived. Parent topic: Archiving Budget 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
Help Guide for NextGen® Enterprise PM 8
Archiving Budget Letters
Budget letters can be archived when they are printed or exported so that an image of a letter is stored and available for viewing in the guarantor’s Account Profile. When a budget letter is archived, you can view the image, but you cannot reprint or delete it. Note: Budget letters have a Reset Print Date option that is used to reprint or export batch letters. If you reset and reprint or export the batch letters, the original archived letter image is removed and no longer stored. Only the new image resulting from the reprint/export is stored and available for viewing. Set Up for Archived Budget Letters You can set up archived budget letters in NextGen® Enterprise PM. Create an Archived Budget Letter You can create an archived budget letter in NextGen® Enterprise PM. View an Archived Budget Letter You can view an archived budget letter in NextGen® Enterprise PM. Parent topic: Print or Export Batch Budget Letters
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
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
View an Archived Budget Statement
Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter search criteria fields to search the desired account. Select Find. All existing accounts that match the search criteria appear in the Account List section. In the Account List, select the account, and then double-click the account. The Account Profile window opens. Select the Notes tab. Select Folders, and then select Budget Statements. A number in parentheses (n) indicates the number of archived budget statements available in the folder for the account. Date/Time, Insurance Balance, Patient Balance, Print/Export/Electronic, and Creator fields appear on each statement. To open and view an archived budget statement, do one of the following: Select the desired statement, and then double-click to open the statement. select the desired statement, and then right-click and select Open from the menu. The Budget Statement Preview window displays an image of the original statement, including header, body, and fo
