Attach Formats to a Payer

File Maintenance Help for NextGen® Enterprise

Add or Modify Format Sets

A format set contains one or more formats. From the Master Files - System list, select Formats. The Formats List window opens. Do one of the following: To add a new item, select open menu , and then select New. To modify an existing item, select the item in the list, select open menu , and then select Open. You can also double-click to open the item. The Formats window opens. In the Format Name field, enter a name for the format set. Do one of the following: To add a new format, select Open Menu , then select New. To modify a format, double-click a format in the Acceptable Number Formats list. The Format Detail window opens. Enter the format value in the Format Value field. Use the following information to help define the appropriate format value. Valid entries include: A – represents any character or space B – represents a letter (A to Z) C – represents a digit (0-9) D – represents a letter (A-Z) or a digit (0-9) The code's position in the format means that only those character types

File Maintenance Help for NextGen® Enterprise 8

Attach Formats to a Payer

From the Master Files - System list, select Payers, and then double-click the appropriate payer. The Modify Payer Information window opens. Select the Payer Defaults - 2 tab. Select the Require Policy Number check box if you want to require a policy number. Select the drop-down arrow in the Policy Number Format field and select one from the list if you want to use a specific format for the policy number. Select the Require Group Number check box if you want to require a group number. Select the drop-down arrow in the Group Number Format field and select one from the list if you want to use a specific format for the group number. Note: The Group Number field on the Insurance Maintenance window has a maximum field length of 19 characters. The Format Name for any format that exceeds this limit does not display in the Group Number Format list. Select OK. Note: You can require a policy number and a group number with or without using a format. You can also enter a format with or without requ

File Maintenance Help for NextGen® Enterprise

Formats

You define specific formats used for payers with the Formats master file. This master file defines specific formats of character types that can be entered for group and policy numbers on patient records. Only entries that correspond to the specified format are acceptable or valid for the Group and Policy Numbers fields. You can attach a format to a payer and also require policy and group numbers on the Insurance Maintenance window in NextGen® Enterprise PM. When a group or policy number format is selected on the Payer Defaults - 2 tab, only character types defined in that format from the Formats List can be entered in the Health Insurance Claim (HIC)/Policy Number and Group Number fields for that payer on the Insurance Maintenance window. Access the Formats Master File Add or Modify Format Sets Delete Formats Attach Formats to a Payer Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Formats

You define specific formats used for payers with the Formats master file. This master file defines specific formats of character types that can be entered for group and policy numbers on patient records. Only entries that correspond to the specified format are acceptable or valid for the Group and Policy Numbers fields. You can attach a format to a payer and also require policy and group numbers on the Insurance Maintenance window in NextGen® Enterprise PM. When a group or policy number format is selected on the Payer Defaults - 2 tab, only character types defined in that format from the Formats List can be entered in the Health Insurance Claim (HIC)/Policy Number and Group Number fields for that payer on the Insurance Maintenance window. Access the Formats Master File Add or Modify Format Sets Delete Formats Attach Formats to a Payer Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise

Set Up a Default Location for Group Provider Numbers

In File Maintenance, under Master Files, select Practice > Groups. The Groups List window opens. Double-click a group.The Group Information window opens. From the Service Location list, select <Default>. Select one of the following options based on the following information: To set up the group on the default payer, double-click on the Default row listed under the Payer Name column. The Group Information window displays additional fields. Because this setup is for the default payer, the Payer Name field is disabled. To set up a specific payer for the group, right-click in the Group Information section, then select New. The Group Information window displays additional fields. Because this setup is for a specific payer, the Payer Name field is available. Select a payer in the Payer Name field. Enter the group number in the Group Number field. Enter the value for the alternate group number for a specific payer at a specific location in the Opt Group Val field. This number may be used for

Help Guide for NextGen® Enterprise PM 8

Set Up a Default Location for Group Provider Numbers

To set up a group that has the same Group Provider number for payers at all or several practice locations, do the following: In File Maintenance, under Master Files, select Practice > Groups. The Groups List window opens. Double-click a group. The Group Information window opens. From the Service Location list, select the <Default> option. Select one of the following options based on the following information: To set up the group on the default payer, double-click the Default row listed under the Payer Name column. The Group Information window opens additional fields. This set up is for the default payer and the Payer Name field is disabled. To set up a specific payer for the group, right-click in the Group Information section, then select New. The Group Information window opens additional fields. Because this setup is for a specific payer, the Payer Name field is available. From the Payer Name list, select a payer. In the Group Number field, enter the group number. In the Opt Group Val

Attach Formats to a Payer

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Set Up a Default Location for Group Provider Numbers

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