Configure Print or Export Settings

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

Batch Posting Job

You can create the job to process, print, and export the Batch Posting Report by configuring the fields as described in the following table. Field Description Batch Posting Report Printer Name If you indicated that you want the Batch Posting 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 Batch Posting Report: Export Format If you indicated that you want the Batch Posting report exported, identify the file format you want the job to use. Batch Posting Report: Export File Name If you indicated that you want the Batch Posting 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. Note: When specifying a network folder location for the export file, use the UNC path (\

NextGen® Background Business Processor Help 8

Memorized Reports Job

The Memorized Reports job type runs the memorized reports for either NextGen® Enterprise EHR or NextGen® Enterprise PM. Configure the following fields: Field Description Memorized Report Name Indicates the Report Type and the Description as specified in the Memorized Reports window. Your selection indicates the memorized report that the job runs. The job runs the report for the practices set up in the report itself. Note: When you run the Memorized Report job for an old enhanced report that is memorized, the job fails. A message appears stating that this memorized report is not compatible with the new enhanced report version. You must memorize the base report in the new enhanced report version and re-run the job. Printer Name If you indicated that you want the memorized report printed, select the printer to which you want the job to send the report. You can also apply the following settings to the printer: Orientation Tray Size Number of copies Note: Ensure that the printer name you sp

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

Claim Status Requests 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 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: Orien

NextGen® Background Business Processor Help 8

Electronic Patient Pay Job

The Electronic Patient Pay job type lets you import Electronic Patient Pay files through NextGen® Background Business Processor. The following table helps to configure the fields of Electronic Patient Pay Job: Field Description Source Directory Indicates the directory that you want the job to poll for new ERA files. Secure Batch To Indicates the user to whom you want to secure the batch that the job creates. Import Posting Report Printer Name If you indicated that you want the Import Posting 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 Import Posting Report Export Format If you indicated that you want the Import Posting report exported, identify the file format you want the job to use. Import Posting Report Export File Name If you indicated that you want the Import Posting report exported, enter the file name for the exported file that you want the job to use. You can i

Configure Print or Export Settings

Recommendations

Budget Statements Job

Batch Posting Job

Memorized Reports Job

Eligibility Requests Job

Claim Status Requests Job

Electronic Patient Pay Job

Budget Statements Job

Batch Posting Job

Memorized Reports Job

Eligibility Requests Job

Claim Status Requests Job

Electronic Patient Pay Job