Employer Maintenance - Employer Defaults Tab Field Descriptions

Field	Description
Employer Name	Enter the name of the employer.
Billing Address/ Corporate Address	Select the kind of address you want to enter.
Address/ City/ State/ Zip/ Country/ County	The first space is for street number and name. The second space is for other address details such as suite number. If the ZIP code table is set up, you can enter the ZIP code, and the city, state, county, and country automatically display.
Phone/Ext	The area code defaults in from the General Practice Preferences. Enter the phone number and extension.
Type of Business	Enter the kind of business the employer is in.
External ID	Enter the external ID, which is a key for other applications to use when mapping fields. When another application needs to pull data from <PM>, the external ID identifies the <PM> file where this information exists. The other application can then access the file, pull information that it needs, and put it into a corresponding field. The External ID field is set up as an alphanumeric field.
Note	Enter additional notes. If you use Case Management, the information in the field is used as an alert when the employer is assigned to a case. The notes also display in the Case Management window.
Last/First/Middle	Enter the name of the billing contact.
Phone Number/ Ext/ Fax Number	Enter the phone number, extension, and fax number of the billing contact. The default area code comes from the General Practice Preferences.
E-Mail Address	Enter the e-mail address of the billing contact.
Last/First/Middle	Enter the name of the secondary contact.
Phone/Ext Number	Enter the phone number and extension of the secondary contact. The default area code comes from General Practice Preferences.
Insurance	You can select the Insurance button to associate insurance to this employer. Note: This button only appears (instead of the Next button) when you are modifying an existing employer.

File Maintenance Help for NextGen® Enterprise 8

Employer Maintenance - Employer Defaults Tab Field Descriptions

The following table describes the fields on the Employer Defaults tab. Field Description Employer Name Enter the name of the employer. Billing Address/ Corporate Address Select the kind of address you want to enter. Address/ City/ State/ Zip/ Country/ County The first space is for street number and name. The second space is for other address details such as suite number. If the ZIP code table is set up, you can enter the ZIP code, and the city, state, county, and country automatically display. Phone/Ext The area code defaults in from the General Practice Preferences. Enter the phone number and extension. Type of Business Enter the kind of business the employer is in. External ID Enter the external ID, which is a key for other applications to use when mapping fields. When another application needs to pull data from <PM>, the external ID identifies the <PM> file where this information exists. The other application can then access the file, pull information that it needs, and put it into

File Maintenance Help for NextGen® Enterprise

Employers

The Employers master file allows you to store information about the employers in your area. You can add insurance in advance so, when attached to a patient, data entry is expedited. This table can be built "on the fly" as you are adding patient information. In File Maintenance, select System > Employers. The Employers List window opens. Select Open Menu , and then select New. The Employer Maintenance window opens. Complete the fields on the Employer Defaults tab. For more information, refer to Employer Maintenance - Employer Defaults Tab Field Descriptions. Once you've entered the employer's information, select OK to save or Next to add another employer. Employer Maintenance - Employer Defaults Tab Field Descriptions Add External Systems for Employers Real-time Address Validation for an Employer Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Location Information Field Descriptions

The following table provides descriptions of the fields located on the Location Information window. Field Description Location Name Enter a name, up to 40 characters, for the service location. The number of characters that display in the service location drop-down lists for this name depends on how the name is entered here. For example, if the service location name is entered as all capital letters, then fewer characters display compared to an entry of a combination of upper and lower case characters. Address/ City/ State/ Zip/ Country/ County The first space is for street number and name. The second space is for other address details such as suite number. If the ZIP code table is set up, you can enter the ZIP code, and the city, state, county, and country automatically display. Phone/Ext Enter the phone number of the facility. The area code will default in from General Practice Preferences. Contact Last Name/ First Name/ MI Enter the name of the contact person at the facility. Fax Ent

File Maintenance Help for NextGen® Enterprise

Location Information Field Descriptions

The following table provides descriptions of the fields located on the Location Information window. Field Description Location Name Enter a name, up to 40 characters, for the service location. The number of characters that display in the service location drop-down lists for this name depends on how the name is entered here. For example, if the service location name is entered as all capital letters, then fewer characters display compared to an entry of a combination of upper and lower case characters. Address/ City/ State/ Zip/ Country/ County The first space is for street number and name. The second space is for other address details such as suite number. If the ZIP code table is set up, you can enter the ZIP code, and the city, state, county, and country automatically display. Phone/Ext Enter the phone number of the facility. The area code will default in from General Practice Preferences. Contact Last Name/ First Name/ MI Enter the name of the contact person at the facility. Fax Ent

File Maintenance Help for NextGen® Enterprise

Payer Listing Report

The Payer Listing Report includes information from the Payers master file in File Maintenance. Information on the report pulls from various tabs on the Modify Payer Information window. The report includes the following information: Column Name Description Data Populates From Payer Name Group Payer Name Payer Name field of the Payer Defaults-1 tab NEIC/Pyr# NEIC/Payer Number NEIC/Payer Number field of the Payer Defaults-1 tab Plan # Plan Number Plan Number field of the Payer Defaults-1 tab Payer Alias Name Payer Alias Name Payer Alias Name field of the Payer Defaults-1 tab Payer Mstr Exp Dt Payer Master Expiration Date Payer Expiration Date field of Payer Defaults-1 tab Group Name Group Name Group Name field of the Payer Defaults-1 tab Group # Group Number Group Number field of the Payer Defaults-1 tab Plan Type Payer Plan Type Plan Type field of the Payer Defaults-1 tab External ID External ID External ID field of the Payer Defaults-1 tab Addr 1 Address 1 Address field of the Payer Def

Help Guide for NextGen® Enterprise PM 8

Payer Listing Report

The Payer Listing Report includes information from the Payers master file in File Maintenance. Information on the report pulls from various tabs on the Modify Payer Information window. The report includes the following information: Column Name Description Data Populates From Payer Name Group Payer Name Payer Name field of the Payer Defaults-1 tab NEIC/Pyr# NEIC/Payer Number NEIC/Payer Number field of the Payer Defaults-1 tab Plan # Plan Number Plan Number field of the Payer Defaults-1 tab Payer Alias Name Payer Alias Name Payer Alias Name field of the Payer Defaults-1 tab Payer Mstr Exp Dt Payer Master Expiration Date Payer Expiration Date field of Payer Defaults-1 tab Group Name Group Name Group Name field of the Payer Defaults-1 tab Group # Group Number Group Number field of the Payer Defaults-1 tab Plan Type Payer Plan Type Plan Type field of the Payer Defaults-1 tab External ID External ID External ID field of the Payer Defaults-1 tab Addr 1 Address 1 Address field of the Payer Def

Employer Maintenance - Employer Defaults Tab Field Descriptions

Recommendations

Employer Maintenance - Employer Defaults Tab Field Descriptions

Employers

Location Information Field Descriptions

Location Information Field Descriptions

Payer Listing Report

Payer Listing Report

Employer Maintenance - Employer Defaults Tab Field Descriptions

Employer Maintenance - Employer Defaults Tab Field Descriptions

Employers

Location Information Field Descriptions

Location Information Field Descriptions

Payer Listing Report

Payer Listing Report