Patient Portal Statements Job

You can create a job to create the archived statement records that are used by the NextGen® PxP Portal. When this job executes, the statement dates on the accounts are updated, but no significant events or archive records are generated in the NextGen® Enterprise PM application. The Statement Run report is created and you can choose to print or export the report by setting the parameters for the NextGen® PxP Portal Statements job.

Configure the following fields:

Field	Description
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 maximum statement amount. Balances more than this amount do not display on the statements.
Show Only Encounters with a Patient Balance	Indicates whether you want to display only those encounters with a patient balance on the statements.
Show Encounters in a Budget Status	Indicates whether you want to display only those encounters with a Budget Status.
Charge Activity to Date	If you indicated that you want the job to include charge activity to date, enter the time frame you want to include.
Exclude Void Charge/Transaction Activity	Indicate whether you want to exclude void charge/transaction activity from the statements.
Statement Break By	Indicates the criteria by which you want the statements to break by. This field displays one of the following: Break by Patient Break by Guarantor
Print One Statement for Each	Indicate if you want the job to print one statement for each: For each Practice For each Provider For each Location
Statement Sort By	Select the statement field by which you want the patient information on the statement to be sorted. You can select one of the following: Account ID Last Name Pay This Amount Zip Code
Display Credit Balance on Statement	Indicates whether you want to display the credit balance on the statements.
Display Detail Information on Statement	Indicates whether you want to display the detail patient information on the statement.
Show Grid Lines	Indicates whether you want the grid lines to display on the statement.
Include Outsourced Charges	Indicates whether you want to include outsourced charges on the statements.
Statement Location	Indicates one or more service locations for which you want the job to run.
Statement Provider	Indicates one or more providers for which you want the job to run.
Statement Run Report: Printer Name	If you indicated that you want the Statement Run 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
Statement Run Report: Export Format	If you indicated that you want the Statement Run report exported, identify the file format you want the job to use.
Statement Run Report: Export File Name	If you indicated that you want the Statement Run 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 (\\SERVER\DRIVE), not the mapped letter (X:\).
Statement Run Report: Export Overwrite Option	If you indicated that you want the Statement Run report exported, select one of the following: Use the specified file name (and overwrite the file if it exists) Add a timestamp to the file name (filename_yyyymmddhhmmss.ext)
Statement Run Report: E-mail Export File To	If you indicated that you want the Statement Run report exported, 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.
Statement Run Report: Save Snapshot	Indicate whether you want NextGen® Background Business Processor to take a snapshot of the generated report.
Statement Run 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.

Note: You can select the Practices tab, highlight the practices in the Available Practices for which you want the job to execute, and then select the Add button to move those highlighted practices over to the Selected Practices list.

Patient Portal Statements Job

Configure the following fields:

Field	Description
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 maximum statement amount. Balances more than this amount do not display on the statements.
Show Only Encounters with a Patient Balance	Indicates whether you want to display only those encounters with a patient balance on the statements.
Show Encounters in a Budget Status	Indicates whether you want to display only those encounters with a Budget Status.
Charge Activity to Date	If you indicated that you want the job to include charge activity to date, enter the time frame you want to include.
Exclude Void Charge/Transaction Activity	Indicate whether you want to exclude void charge/transaction activity from the statements.
Statement Break By	Indicates the criteria by which you want the statements to break by. This field displays one of the following: Break by Patient Break by Guarantor
Print One Statement for Each	Indicate if you want the job to print one statement for each: For each Practice For each Provider For each Location
Statement Sort By	Select the statement field by which you want the patient information on the statement to be sorted. You can select one of the following: Account ID Last Name Pay This Amount Zip Code
Display Credit Balance on Statement	Indicates whether you want to display the credit balance on the statements.
Display Detail Information on Statement	Indicates whether you want to display the detail patient information on the statement.
Show Grid Lines	Indicates whether you want the grid lines to display on the statement.
Include Outsourced Charges	Indicates whether you want to include outsourced charges on the statements.
Statement Location	Indicates one or more service locations for which you want the job to run.
Statement Provider	Indicates one or more providers for which you want the job to run.
Statement Run Report: Printer Name	If you indicated that you want the Statement Run 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
Statement Run Report: Export Format	If you indicated that you want the Statement Run report exported, identify the file format you want the job to use.
Statement Run Report: Export File Name	If you indicated that you want the Statement Run 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 (\\SERVER\DRIVE), not the mapped letter (X:\).
Statement Run Report: Export Overwrite Option	If you indicated that you want the Statement Run report exported, select one of the following: Use the specified file name (and overwrite the file if it exists) Add a timestamp to the file name (filename_yyyymmddhhmmss.ext)
Statement Run Report: E-mail Export File To	If you indicated that you want the Statement Run report exported, 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.
Statement Run Report: Save Snapshot	Indicate whether you want NextGen® Background Business Processor to take a snapshot of the generated report.
Statement Run 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.

Patient Portal Statements Job

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