View an Archived Statement

Help Guide for NextGen® Enterprise PM 8

Set Up for Archived Statements

To archive statements, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select General. In the Archive Statements field, select Statement. Select OK. Parent topic: Archiving Statements

Help Guide for NextGen® Enterprise PM 8

View an Archived Statement

Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter the employer name, and then select Find. Select the desired guarantor, and then select Open. The Account Profile window opens. Select Notes. From the Folders list, select Statements. A number in parentheses (n) indicates the number of archived statements available in the folder for the account. The section on the right displays the Date/Time, Insurance Balance, Patient Balance, Print/Export/Electronic, and Creator for each statement. To open and view an archived statement, do one of the following: Double-click to open the desired statement. Right-click on the desired statement and select Open from the menu. The Statement Preview window displays an image of the original statement, including header, body, and footer information. Note: The display of a header on all pages or first page only, and a footer on all pages or last page only, is dependent on settings in Practice Preferences > Forms. When finished

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

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

Help Guide for NextGen® Enterprise PM 8

Reprint an Archived Budget Statement from Budget Statement Preview Window

An archived budget statement can also be reprinted from the Budget Statement Preview window as follows: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria fields to locate the desired account. Select Find. All existing accounts that match the search criteria appear in the Account List section. Select Account List, and then double-click to open the account. The Account Profile window opens. Select the Notes tab. Select the Budget Statements folder. 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 for each statement. To open and view an archived budget statement, do one of the following: Double-click to open the desired statement. Right-click on the desired statement, and then select Open from the menu. The Budget Statement Preview window displays an image of the original s

Help Guide for NextGen® Enterprise PM 8

Reprint an Archived Budget Statement from Budget Statement Preview Window

An archived budget statement can also be reprinted from the Budget Statement Preview window as follows: Open NextGen® Enterprise PM. Select Account. The Account Lookup window opens. Enter Search Criteria fields to locate the desired account. Select Find. All existing accounts that match the search criteria appear in the Account List section. Select Account List, and then double-click to open the account. The Account Profile window opens. Select the Notes tab. Select the Budget Statements folder. 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 for each statement. To open and view an archived budget statement, do one of the following: Double-click to open the desired statement. Right-click on the desired statement, and then select Open from the menu. The Budget Statement Preview window displays an image of the original s

View an Archived Statement

Recommendations

Set Up for Archived Statements

View an Archived Statement

View an Archived Budget Statement

View an Archived Budget Statement

Reprint an Archived Budget Statement from Budget Statement Preview Window

Reprint an Archived Budget Statement from Budget Statement Preview Window

View an Archived Statement

Set Up for Archived Statements

View an Archived Statement

View an Archived Budget Statement

View an Archived Budget Statement

Reprint an Archived Budget Statement from Budget Statement Preview Window

Reprint an Archived Budget Statement from Budget Statement Preview Window