Claim Status Requests Job

Field	Description
Claim Request Create Date From/To	Indicates the date range for future appointments that you what the job to cover.
Financial Class	Indicates the financial class that you want to restrict the eligibility requests job to.
Service Location	Indicates the service location of the practice to which you want to restrict the eligibility requests job.
Claim Type	Indicates the claim types that you want to include with the job.
Payer	Indicates the payer associated with the claim.
Media Type	Indicates one of the following type for claims: Paper Electronic
Aged Days Without Payment	Enter the number of days without payment that you want the job
Claim Status Report: Printer Name	If you indicated that you want the claim status report sent to the printer, identify the printer you want to use. You can also apply the following settings to the printer: Orientation Tray Size Number of copies
Claim Status Report: Export Format	If you indicated that you want the claim status report exported, identify the file format you want the job to use.
Claim Status Report: Export File Name	If you indicated that you want the Claim Status report exported, enter the file name for the exported file that you want the job to use. You can include a date part or counter token in the file name. Tokens are variables that the application replaces with the current date and time or an incremental counter value. For information on adding tokens to file names, see Using Date Part and Counter Tokens in File Names. Note: When specifying a network folder location for the export file, use the UNC path (\\SERVER\DRIVE), not the mapped letter (X:\).
Claim Status Report: Export Overwrite Option	If you indicated that you want the Claim Status report exported, indicate one of the following: Use the specified file name (and overwrite the file if it exists) Add a time stamp to the file name (filename_yyyymmddhhmmss.ext)
Claim Status Report: Email Export File To	If you indicated that you want the Claim Status report mailed, you can set NextGen® Background Business Processor to send a copy of the report to recipients. Enter the email addresses for the recipients you want to receive the file. Separate each email address by a comma.
Claim Status Report: Save Snapshot	Indicate whether you want NextGen® Background Business Processor to take a snapshot of the generated report.
Claim Status Report: Snapshot Name	Indicate the name that you want the application to give to the report snapshot.
Job runtime alert setting (minutes)	Indicate the number of minutes you want the application to wait before sending out a job runtime alert email.
Job runtime alert email	Enter the email address of the person or persons to whom the application sends the job runtime alert.

NextGen® Background Business Processor Help 8

Create Packages

A package is a container that holds all the jobs that you want to execute for a specific schedule. Select New from the Packages menu on the NextGen® Background Business Processor Manager main toolbar. The Package Properties window opens. Enter a name for the package in the Package name field. Set a priority for the package in the Priority field. Note: At this time, the priority settings are not used by NextGen® Background Business Processor. Leave the Priority setting value at 1. Select one of the following action on Upon completion list when the package processing is completed. Do not notify: No notification email sent to any recipients on package success or failure Notify on completion: Notification email sent to recipients on completion, regardless of whether package processing succeeds or fails Notify on failed or Completed with failures: Notification email sent to recipients when package processing has either failed or completed with failure of one or more jobs Notify on success:

NextGen® Background Business Processor Help 8

Claim Status Import Job

You can create the job to download and export the claim status report by configuring the fields as described in the following table. Field Description Source Directory Indicates the directory that you want the job to poll for new 227 claim files. Display Only? Indicate whether you want the Claim Status report to produce the report for display purposes only without updating any claim statuses. Claim Status Report: Printer Name If you indicated that you want the Claim Status report sent to the printer, identify the printer you want to use. You can also apply the following settings to the printer: Orientation Tray Size Number of copies Claim Status Report: Export Format If you indicated that you want the Claim Status report exported, identify the file format you want the job to use. Claim Status Report: Export File Name If you indicated that you want the Claim Status report exported, enter the file name for the exported file that you want the job to use. You can include a date part or cou

NextGen® Background Business Processor Help 8

Eligibility Requests Job

You can create a job in NextGen® Background Business Processor that processes eligibility requests automatically by configuring the fields as described in the table. Field Description Future Appointment Date From/To Indicates the date range for future appointments that you what the job to cover. Financial Class Indicates the financial class that you want to restrict the eligibility requests job to. Service Location Indicates the service location of the practice that you want to restrict the eligibility requests job to. Appointment Resource Indicates the resource that you want to restrict the eligibility requests job to. Appointment Event Indicates the event that you want to restrict the eligibility requests job to. Appointment Status Indicates the appointment status that you want to restrict the eligibility requests job to. Appointment Class Indicates the class that you want to restrict the eligibility requests job to. Eligibility Request Report: Export Format If you indicated that you

NextGen® Background Business Processor Help 8

Print Pending Paper Claims Job

To configure the settings for the job, complete the following fields: Field Description Claim Print Action Indicates whether you want to print or export the paper claims. Claim Form Indicates the claim form you want the job to use for the pending claims. This field displays one of the following: ADA 2024 ADA 2019 CMS1500 (2005) UB04 CMS 1500 (2012) UB92 Forms or forms enhanced Note: The forms or forms enhanced are available in Claim Form list only if the forms or forms enhanced are mapped to the payer in File Maintenance. Note: When you change the practice in Run as Practice, the Claim Form list is refreshed. Claim Type Indicates one or more claim types for the job from the list. Rendering Physician Indicates the rendering physician that you want to apply to the job. Financial Class Indicates one or more financial classes that you want to apply to the job. Note: The Self Pay financial class is not available. Primary Indicate whether you want the job to include primary claims or not. Se

NextGen® Background Business Processor Help 8

Budget Statements Job

Configure the following fields: Field Description Statement Action Indicates whether you want to print or export the budget statements. Statement Sort By Indicates the statements to be sorted for the patient information. Indicates one of the following: Account ID Last Name Pay This Amount Zip Code Display Detail Information on Statement Indicate whether you want to display the detail patient information on the statement. Show Grid Lines Indicate whether you want the grid lines to display on the statement. Update Budget Dates? Indicate whether you want the budget dates to be updated. Statement Run Report: Printer Name If you indicated that you want the Statement Run report printed, select the printer you want the job to send the report to. You can also apply the following settings to the printer: Orientation Tray Size Number of copies Note: Ensure that the printer name you specify is installed for the user account on the server on which the NextGen® Background Business Processor Engine

NextGen® Background Business Processor Help 8

Bad Debt Process Job

You can create the job to process, print, and export the Bad Debt Report by configuring the fields as described in the following table. Field Description Collection Agencies Indicates one or more collection agencies from the multi-check box selection window. Effective Date Indicate the time frame within which you want to process bad debt. Bad Debt Report: Printer Name If you indicated that you want the Bad Debt Report sent to the printer, identify the printer you want to use. You can also apply the following settings to the printer: Orientation Tray Size Number of copies Bad Debt Report: Export Format If you indicated that you want the Bad Debt Report exported, identify the file format you want the job to use. Bad Debt Report: Export File Name If you indicated that you want the Bad Debt Report exported, enter the file name for the exported file that you want the job to use. You can include a date part or counter token in the file name. Tokens are variables that the application replaces

Claim Status Requests Job

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