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 maximum statement amount. Balances more than this amount do not display on the statements
Show Only Encounters with a Patient Balance	Indicate whether you want to display only those encounters with a patient balance on the statements.
Show Encounters in a Budget Status	Indicate the 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. You can select 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	Indicate whether you want to display the credit balance on the statements.
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.
Exclude In Progress Encounters	Indicate whether you want to exclude In Progress Encounters from the job.
Update Last Statement Dates?	Indicate whether you want to update the statement dates when generating the statements.
Include Outsourced Charges	Indicate whether you want to include outsourced charges on the statements.
Update Dates On Forced Statements?	Indicate whether you want to update the next statement date when generating the statements.
Upload Export File To NextGenEDI?	Indicate whether you want to upload the statement export file to NextGen® EDI.
Upload APC File To NextGenEDI?	Indicate whether you want to upload the statement APC file to NextGen® EDI.
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, indicate 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 indicate 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.
Check for Statement Exceptions?	Indicates whether you want to check for statements exceptions. The criteria for statement exceptions are: Encounters with charges that do not have a rendering provider name. Encounters with charges that have an expired SIM code. Accounts with a $0.00 patient balance. Accounts with an account-level or encounter-level unapplied credit.
Print/Export Statements when Exceptions Exist?	Indicates whether you want to generate the statement exception report and process the pending statements. The default value is No.
Exclude Unapplied Credits/Deposits from Statement Exceptions	Indicates whether to exclude unapplied credits or deposits from the statement exception audit process.
Statement Exception Report: Printer Name	If you indicated that you want the Statement Exception 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 Exception Report: Export Format	If you indicated that you want the Statement Exception report exported, identify the file format you want the job to use.
Statement Exception Report: Export File Name	If you indicated that you want the Statement Exception 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 Exception Report: Export Overwrite Option	If you indicated that you want the Statement Exception report exported: Use the specified file name (and overwrite the file if it exists) Add a time stamp to the file name (filename_yyyymmddhhmmss.ext)
Statement Exception Report: E-mail Export File To	If you indicated that you want the Statement Exception 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 Exception Report: Save Snapshot	Indicate whether you want NextGen® Background Business Processor to take a snapshot of the generated report.
Statement Exception Report: Snapshot name	Indicate the name that you want the application to give to the report snapshot.
Process Late Fees?	Indicate whether you want the job to process late fees when generating statements.
Statement Late Fee Report: Printer Name	If you indicated that you want the Statement Late Fee 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 Late Fee Report: Export Format	If you indicated that you want the Statement Late Fee report exported, identify the file format you want the job to use.
Statement Late Fee Report: Export File Name	If you indicated that you want the Statement Late Fee 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 Late Fee Report: Export Overwrite Option	If you indicated that you want the Statement Late Fee report exported: Use the specified file name (and overwrite the file if it exists) Add a time stamp to the file name (filename_yyyymmddhhmmss.ext)
Statement Late Fee Report: E-mail Export File To	If you indicated that you want the Statement Late Fee 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 Late Fee Report: Save Snapshot	Indicate whether you want NextGen® Background Business Processor to take a snapshot of the generated report.
Statement Late Fee 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. For statement jobs using late fee in multiple practices, each practice must run a separate job within the statement package to use late fee functionality appropriately.

Statements Job

You can create a job to generate and export statements.

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 maximum statement amount. Balances more than this amount do not display on the statements
Show Only Encounters with a Patient Balance	Indicate whether you want to display only those encounters with a patient balance on the statements.
Show Encounters in a Budget Status	Indicate the 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. You can select 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	Indicate whether you want to display the credit balance on the statements.
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.
Exclude In Progress Encounters	Indicate whether you want to exclude In Progress Encounters from the job.
Update Last Statement Dates?	Indicate whether you want to update the statement dates when generating the statements.
Include Outsourced Charges	Indicate whether you want to include outsourced charges on the statements.
Update Dates On Forced Statements?	Indicate whether you want to update the next statement date when generating the statements.
Upload Export File To NextGenEDI?	Indicate whether you want to upload the statement export file to NextGen® EDI.
Upload APC File To NextGenEDI?	Indicate whether you want to upload the statement APC file to NextGen® EDI.
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, indicate 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 indicate 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.
Check for Statement Exceptions?	Indicates whether you want to check for statements exceptions. The criteria for statement exceptions are: Encounters with charges that do not have a rendering provider name. Encounters with charges that have an expired SIM code. Accounts with a $0.00 patient balance. Accounts with an account-level or encounter-level unapplied credit.
Print/Export Statements when Exceptions Exist?	Indicates whether you want to generate the statement exception report and process the pending statements. The default value is No.
Exclude Unapplied Credits/Deposits from Statement Exceptions	Indicates whether to exclude unapplied credits or deposits from the statement exception audit process.
Statement Exception Report: Printer Name	If you indicated that you want the Statement Exception 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 Exception Report: Export Format	If you indicated that you want the Statement Exception report exported, identify the file format you want the job to use.
Statement Exception Report: Export File Name	If you indicated that you want the Statement Exception 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 Exception Report: Export Overwrite Option	If you indicated that you want the Statement Exception report exported: Use the specified file name (and overwrite the file if it exists) Add a time stamp to the file name (filename_yyyymmddhhmmss.ext)
Statement Exception Report: E-mail Export File To	If you indicated that you want the Statement Exception 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 Exception Report: Save Snapshot	Indicate whether you want NextGen® Background Business Processor to take a snapshot of the generated report.
Statement Exception Report: Snapshot name	Indicate the name that you want the application to give to the report snapshot.
Process Late Fees?	Indicate whether you want the job to process late fees when generating statements.
Statement Late Fee Report: Printer Name	If you indicated that you want the Statement Late Fee 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 Late Fee Report: Export Format	If you indicated that you want the Statement Late Fee report exported, identify the file format you want the job to use.
Statement Late Fee Report: Export File Name	If you indicated that you want the Statement Late Fee 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 Late Fee Report: Export Overwrite Option	If you indicated that you want the Statement Late Fee report exported: Use the specified file name (and overwrite the file if it exists) Add a time stamp to the file name (filename_yyyymmddhhmmss.ext)
Statement Late Fee Report: E-mail Export File To	If you indicated that you want the Statement Late Fee 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 Late Fee Report: Save Snapshot	Indicate whether you want NextGen® Background Business Processor to take a snapshot of the generated report.
Statement Late Fee 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.

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