Before You Generate a Statement

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Create On-demand Statements

Before you begin Before generating a statement for a patient encounter, you must add charges to the encounter and then bill it. If a patient has insurance, you must post and process the insurance payments. When all insurance is processed, any remaining balance becomes the patient's responsibility. For more information about statements, go to NextGen Healthcare Success Community and download the latest Billing and Collections User Guide for NextGen® Enterprise PM . from NextGen® Enterprise PM, open a patient encounter. Select the Stmts statements button. On the General tab, select Update Last Statements Dates. Optional: To review the statements, select Preview. The generated statements open in a new window. Note: Statements can include encounters that have the History status, as long as a patient balance exists in at least one encounter. To generate the on-demand statement, select Print, and then select Yes in the confirmation message. In the Statement Run Report window, select the Clos

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Create Statements in Batch Mode

Before you begin Before generating a statement for a patient encounter, you must add charges to the encounter and then bill it. If a patient has insurance, you must post and process the insurance payments. When all insurance is processed, any remaining balance becomes the patient's responsibility. For more information about statements, go to NextGen Healthcare Success Community and download the latest Billing and Collections User Guide for NextGen® Enterprise PM . From the NextGen® Enterprise PM File menu, select Print Forms, and select Statements. On the Statement Options window, in the General tab, select Update Last Statements Dates. Optional: To review the statements, select Preview. The generated statements open in a new window. Note: Statements can include encounters that have the History status, as long as a patient balance exists in at least one encounter. To generate the batch of statements, select Print, and then select Yes in the confirmation message. In the Statement Run Re

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Generating Statements

After you create charges and bill encounters, you can generate billing statements in NextGen® Enterprise PM as needed (on demand) or in a batch. NextGen® Enterprise PM generates billing statements as PDF statements and temporarily stores them in the shared network path configured in the System Administrator. For patients enrolled in NextGen® PxP Portal, the system transfers the statements to their NextGen® PxP Portal accounts. When patients log on to NextGen® PxP Portal, they can view the statements and make payments. Important: You must configure the shared network path in Universal Preferences of System Administrator to have the generated statements appear on the Statements tab of NextGen® PxP Portal. For more information on configuring a shared network path, go to NextGen Healthcare Success Community and download the Configuration Guide for NextGen® PxP Portal. NextGen Healthcare recommends that you remove the Prefix practice id onto account number option in the Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Statements

A statement is generated for all accounts where the guarantor has an outstanding unpaid balance. An account can be for a person, patient, parent, or spouse who is the guarantor on one or more encounters. An account may also be for an employer who is the guarantor on one or more encounters. Each statement shows encounters with their associated charges, and any transaction activity (payments, adjustment, refunds) that is posted against those charges. Both outstanding insurance balances and patient balances are shown. The purpose of a statement is to keep the guarantor informed of their account activity, and to bill them for their outstanding patient balance. The patient balance is comprised of self-pay encounters or encounters with a remaining balance after insurance is paid. Encounters on a Budget Plan and encounters in Bad Debt status are not normally included on statements. However, they can be included if desired. Bad Debt encounters can be included by selecting Include bad debt enco

Help Guide for NextGen® Enterprise PM 8

Generating Individual Demand Statements

You can generate a demand statement for an individual guarantor account from the following areas in NextGen® Enterprise PM. The statement includes all patients on the account that have encounters where the account was selected as the guarantor. Account Lookup Account Profile A demand statement for an individual patient can be generated from the following areas in NextGen® Enterprise PM. The statement includes encounters for the selected patient only. Patient Lookup Patient Chart Charge Posting Payment Entry Print or Export an Account Statement from Account Lookup You can print or export an account statement from Account Lookup on the Guarantor Statement window. Print or Export an Account Statement from the Account Profile You can print or export an account statement from the Account Profile on the Guarantor Statement window. Print or Export a Patient Statement from Patient Lookup You can print or export a patient statement from the patient lookup on the Patient Statement window. Print

Help Guide for NextGen® Enterprise PM 8

Generating Individual Demand Statements

You can generate a demand statement for an individual guarantor account from the following areas in NextGen® Enterprise PM. The statement includes all patients on the account that have encounters where the account was selected as the guarantor. Account Lookup Account Profile A demand statement for an individual patient can be generated from the following areas in NextGen® Enterprise PM. The statement includes encounters for the selected patient only. Patient Lookup Patient Chart Charge Posting Payment Entry Print or Export an Account Statement from Account Lookup You can print or export an account statement from Account Lookup on the Guarantor Statement window. Print or Export an Account Statement from the Account Profile You can print or export an account statement from the Account Profile on the Guarantor Statement window. Print or Export a Patient Statement from Patient Lookup You can print or export a patient statement from the patient lookup on the Patient Statement window. Print

Before You Generate a Statement

Recommendations

Create On-demand Statements

Create Statements in Batch Mode

Generating Statements

Statements

Generating Individual Demand Statements

Generating Individual Demand Statements

Before You Generate a Statement

Create On-demand Statements

Create Statements in Batch Mode

Generating Statements

Statements

Generating Individual Demand Statements

Generating Individual Demand Statements