If you upload your files to NextGen® EDI in real time, a message appears in NextGen® Enterprise PM when the upload is successful and the file is received by NextGen® EDI. You can check the EDI upload status on reports for Statements or Budget Letters in the EDI Upload column.
An EDI Upload column is available on the following reports in NextGen® Enterprise PM:
- Statement Run Report: Automatically generated when statements are processed.
- Budget Process Status Report: Automatically generated when budget letters are processed.
- Statements Report: Manually generated from the menu.
For more information, go to the NextGen Healthcare Success Community and download the Reports Guide for NextGen® Enterprise PM.
- Open NextGen® Enterprise PM.
- Select , and then select the necessary option to generate the desired report.
The report window appears.
- From the report toolbar, select the Report Filter button.
The Report Filter window opens.
- From the Settings List, select Columns, and then select the EDI Upload column.
- To regenerate the report, select OK.
The report window appears.
The
EDI Upload column displays one of the following:
- Y: The statement or letter is uploaded to NextGen® EDI.
- N: The statement or letter is not uploaded to NextGen® EDI.
- Blank: The Upload Export File to NextGen EDI checkbox is not selected when the statement or letter is generated.
