Appointment Reminder Job

Field	Description
Appointment Reminder Action	Indicates whether you want to print or export the appointment reminder letters.
Appointment Reminder Letter Name	Indicates the appointment reminder letter name that you want the job to use.
Future Appointment Date From/To	Indicates the From and To date to set the appointment date range within which the job automatically generates appointment reminders.
Appointment Resource	Indicates one or more resources to apply to the job.
Appointment Event	Indicates one or more events to apply to the job.
Appointment Location	Indicates one or more Service Locations to apply to the job.
Include Expired Patients?	Indicates whether you want the job to include expired patients or not.
Update "Last Reminder Printed" Date?	Indicates whether you want the job to update the "Last Reminder Printed Date" in NextGen® Enterprise PM with the date that the appointment reminder job processed.
Upload Export File To NextGenEDI?	Indicates whether you want to upload the appointment reminder export file to NextGen® EDI.
Job runtime alert setting (minutes)	Indicates the length of time that must pass before the application issues a runtime alert.
Job runtime alert email	Indicates the email address of the person or persons to whom the application sends the job runtime alert.

NextGen® Background Business Processor User Guide

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

Appointment Reminder Job

You can create the job to download and print or export the appointment reminder letters by configuring the fields as described in the following table. Field Description Appointment Reminder Action Indicates whether you want to print or export the appointment reminder letters. Appointment Reminder Letter Name Indicates the appointment reminder letter name that you want the job to use. Future Appointment Date From/To Indicates the From and To date to set the appointment date range within which the job automatically generates appointment reminders. Appointment Resource Indicates one or more resources to apply to the job. Appointment Event Indicates one or more events to apply to the job. Appointment Location Indicates one or more Service Locations to apply to the job. Include Expired Patients? Indicates whether you want the job to include expired patients or not. Update "Last Reminder Printed" Date? Indicates whether you want the job to update the "Last Reminder Printed Date" in NextGen®

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

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Appointment Reminder Letters

Patients with appointments qualify for letters based on the Days in advance of scheduled date to print reminders setting in Practice Preferences > Appt Scheduling. For example, if a patient's appointment is scheduled for 06/01/2016 and Practice Preferences is set to 10 days, the patient qualifies and is added to a letter queue on 05/22/2016. Other patients may qualify and be added to the letter queue on a daily basis. Because of this, appointment reminder letters should be monitored and printed/exported regularly. The number of appointment reminder letters in the queue can be monitored from the Letters section on the Advisor window in NextGen® Enterprise PM. From the File menu, select Print Forms, then Letters, and then Appt Reminders. The Appointment Reminders window opens. Enter Search Criteria as follows: Include appointments n days from today: The end of the date range to be printed equals (Today's Date + "Include" days). For example, if today is the 3rd, and this option is set to

Help Guide for NextGen® Enterprise PM 8

Print or Export Batch Appointment Reminder Letters

Patients with appointments qualify for letters based on the Days in advance of scheduled date to print reminders setting in Practice Preferences > Appt Scheduling. For example, if a patient's appointment is scheduled for 06/01/2016 and Practice Preferences is set to 10 days, the patient qualifies and is added to a letter queue on 05/22/2016. Other patients may qualify and be added to the letter queue on a daily basis. Because of this, appointment reminder letters should be monitored and printed/exported regularly. The number of appointment reminder letters in the queue can be monitored from the Letters section on the Advisor window in NextGen® Enterprise PM. From the File menu, select Print Forms, then Letters, and then Appt Reminders. The Appointment Reminders window opens. Enter Search Criteria as follows: Include appointments n days from today: The end of the date range to be printed equals (Today's Date + "Include" days). For example, if today is the 3rd, and this option is set to

NextGen® Background Business Processor Help 8

NextGen® EDI File Download Job

You can create the job to download and export the report by configuring the fields as described in the following table: Field Description Destination Directory Indicates the directory on the computer where you want to store the downloaded files. Archive Files? Indicates if you want the downloaded files to be archived. Job runtime alert settings (minutes) Indicates the number of minutes you want the application to wait before sending out a job runtime alert email. Job runtime alert email Indicates the email address of the person or persons to whom the application sends the job runtime alert. The NextGen EDI File Download process downloads the following reports: C - Confirmation reports D - EOD posting files Q - Bad address reports F - Fast forward reports A - APC file reports E - Eligibility files S - Statement files The messaging reports (V-Files) are removed in the process to reduce the malfunction in NextGen® Enterprise PM. Parent topic: NextGen Background Business Processor Job Type

Appointment Reminder Job

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