Create On-demand Statements

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

Before You Generate a Statement

Before generating a statement for a patient encounter, you must add charges to the encounter and then bill it. If you receive payments or new charges, or if insurance is added, you can generate a new statement to reflect the changes. 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 the Billing and Collections User Guide for NextGen® Enterprise PM . Parent topic: Generating Statements

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Payments from Patients

Patients can make the following payments directly. Online bill payment after logging on to NextGen® PxP Portal. Online payment without logging on to NextGen® PxP Portal through Pay Now. Pre-check payments. The practice portal staff can make the following payments on behalf of the patient. One time payments from Practice Portal. Budget payments from Practice Portal. CAUTION: To ensure that the payments from patients reach NextGen® Enterprise PM, you must configure the transaction code in Practice Preferences. For more information on configuring Transaction Codes, go to NextGen Healthcare Success Community and download the latest Configuration Guide for NextGen® PxP Portal. A payment made through NextGen® PxP Portal is electronically transmitted to NextGen® Enterprise PM. When the payment is received in NextGen® Enterprise PM, a payment batch is created and the payment from NextGen® PxP Portal is added to it. The payment batch is named as PORTAL_PAYMENTS_dateandtimestamp. For example, if

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 Report Columns

The following columns are available on the Statements report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Account Profile User Name User Name Name of the user that created the statement Acct ID Account ID Account Profile Guar Name Guarantor Name Account Profile > Account Demographics Loc Name Location Name Charge Posting Rendering Charge Rendering Provider Charge Posting Pat Name Patient Name Patient Information Per Nbr Person Number Patient Information Pat Amt Patient Amount Account Profile > Encounters Detail Tab > Summary Information Ins Amt Insurance Amount Account Profile > Encounters Detail Tab > Summary Information Exported/Printed Was Statement Exported or Printed? Displays Printed if the statement was printed. Displays Exported if the statement was exported. Crt Dt Create Date The date the statement was created. Next Stmt Date Next Statement Print Date Account Profile > Properties Tab Stmt Counter Statement Counter Account P

Help Guide for NextGen® Enterprise PM 8

Statements Report Columns

The following columns are available on the Statements report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Account Profile User Name User Name Name of the user that created the statement Acct ID Account ID Account Profile Guar Name Guarantor Name Account Profile > Account Demographics Loc Name Location Name Charge Posting Rendering Charge Rendering Provider Charge Posting Pat Name Patient Name Patient Information Per Nbr Person Number Patient Information Pat Amt Patient Amount Account Profile > Encounters Detail Tab > Summary Information Ins Amt Insurance Amount Account Profile > Encounters Detail Tab > Summary Information Exported/Printed Was Statement Exported or Printed? Displays Printed if the statement was printed. Displays Exported if the statement was exported. Crt Dt Create Date The date the statement was created. Next Stmt Date Next Statement Print Date Account Profile > Properties Tab Stmt Counter Statement Counter Account P

Create On-demand Statements

Before you begin

Recommendations

Create Statements in Batch Mode

Before You Generate a Statement

Payments from Patients

Generating Statements

Statements Report Columns

Statements Report Columns

Create Statements in Batch Mode

Before You Generate a Statement

Payments from Patients

Generating Statements

Statements Report Columns

Statements Report Columns