Print Pending Paper Claims Job

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.
Secondary	Indicate whether you want the job to include secondary claims or not.
Tertiary	Indicate whether you want the job to include tertiary claims or not.
Claim request Create Date From/To	You can set a claim request creation date range for the job. Indicate the From and To dates that mark the time frame during which the claim requests you want to include in the job were created.
Update 'Pending' to 'Archived' status	Indicate whether you want the job to change the Pending status of the printed or exported claims to Archived status or not.
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

Electronic Claims File Job

The following table helps to configure the fields of Generate Electronic Claims File Job: Field Description Submitter Profile Library Indicates the Submitter Profile you want to use for the claim generated by the job. The list of available Submitter Profiles is taken from the list in the File Maintenance application. Claim File Name Indicates the claim file name and the location where you want to save the claim file. You can set NextGen® Background Business Processor to take the claim file name from the Submitter Profile. You can specify whether you want NextGen® Background Business Processor to overwrite an existing electronic claim file with the same name when it exports the claim or add a timestamp to the electronic claim file name to differentiate it on Electronic Claim File Settings window. If you want NextGen® Background Business Processor to send a copy of the claim to recipients, you can enter the email addresses for the recipients you want to receive the file. Separate each em

NextGen® Background Business Processor Help 8

Bill Encounters Job

You can create the job to charge the rebilled or unbilled encounters and print or export the Claim Production report. Field Description Bill Status Indicates the billing status of the encounters. This displays the following values: Rebill Unbilled Financial Class Indicates the financial classes for the encounter. Primary Payer Indicates the individual primary payer for billing encounters based on which the job processes claims. Billable Date From/To Indicates the billable date range within which the job automatically bills encounters. Rendering Physician Indicates one or more referring physicians. Patient Type Indicates the patient types for the encounter. This field displays the following values: Dental Sliding Fee Study Patient Service Location Indicates one or more service locations for the encounter. Include Records in a Billing Hold? Indicate whether you want the job to include encounter records in a Billing Hold status or not. Include Records Without Charges? Indicate whether 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

Recall Letter Job

Configure the following fields: Field Description Recall Letter Action Indicates whether you want to print or export the recall letters. Recall Letter Name Indicates the collection letter name you want to apply to the job. Recall Letters Recall Plan Indicates one or more recall plans for the job. Recall Letters Resource Indicates one or more recall letter resources for the job. Recall Letters Event Indicates one or more recall letter events for the job. Recall Letters Location Indicates one or more service locations for the job. Include Expired Patients? Indicate whether you want the job to include expired patients when it generates the recall letters. Update "Last Mailing" Date Indicate whether you want the job to update the Recall Letter Sent" date when it executes. Upload Export File To NextGenEDI? Indicate whether or not you want to upload the recall letter export file to NextGen® EDI. Job runtime alert setting (minutes) Indicate the number of minutes you want the application to wa

NextGen® Background Business Processor Help 8

Statements Job

You can create a job to generate and export statements. Warning: If a Statements job fails to export the file, NextGen® Background Business Processor does not export the statement file, even if it looks acceptable. When a Statements export job fails, it is probable that NextGen® Background Business Processor has not updated the Next Statement Dates. This could result in duplicate statements in the next statement run. Configure the following fields: Field Description Statement Action Indicates whether you want to print or export the statement. Require Account Minimum Statement Amount Indicates the account minimum statement amount to display on the statements. This field displays one of the following: Patient Balance Only Patient + Insurance Balance Account Minimum Statement Amount Indicates a dollar value to serve as the minimum statement amount. Balances less than this amount do not display on the statements. Account Maximum Statement Amount Indicates a dollar value to serve as the max

Help Guide for NextGen® Enterprise PM 8

General Search Criteria

Search Criteria Description Request Status Searches a claim by the status of a claim when you select one of the following options: Archived A displays all archived claims. Consolidated C displays all Consolidated Services Claims (CSC). Note: You cannot delete a CSC. Hold H displays all CSC Candidate Encounter Claims. Pending displays all pending claims. Media Type Searches a claim by claim media types when you select one of the following options: Electronic Paper Claim Form Searches a claim by claim form media types when you select either Electronic or Paper in the Media Type. When you select Electronic the following options appear in the Claim Form column: 1500 ADA UB Form 1 Template Pediatrics Form When you select Paper the following options appear in the Claim Form column: CMS 1500 ADA 2019 ADA 2024 CMS 1500 (2005) CMS 1500 (2012) UB04 UB92 Form 1 Template Pediatrics Form Claim Type Searches claim by one or more claim types from the list. Rendering Physician Searches claim by one or

Print Pending Paper Claims Job

Recommendations

Electronic Claims File Job

Bill Encounters Job

Claim Status Requests Job

Recall Letter Job

Statements Job

General Search Criteria

Print Pending Paper Claims Job

Electronic Claims File Job

Bill Encounters Job

Claim Status Requests Job

Recall Letter Job

Statements Job

General Search Criteria