Prevent Plan Name Changes for Payers

File Maintenance Help for NextGen® Enterprise

Add or Modify a Payer

From the Master Files - System list, select Payers. The Payers List window opens. To add a payer, select open menu , and then select New. The Add Payer Information window opens. Enter all the required information under the following tabs: Payer Defaults - 1 Defaults - 2 System Practice Alt Payer External Co-Pays Select OK to save the changes. To modify a payer, select the payer from the list, select open menu , and then select Open. The Modify Payer Information window opens. Do the required changes and then select OK. Parent topic: Payers Master File

File Maintenance Help for NextGen® Enterprise 8

Prevent Plan Name Changes for Payers

You have the option to prevent a user from changing the Plan Name for a Patient by selecting an option in File Maintenance > Payers master file on the Defaults 2 tab of the Add/Modify Payer Information window. Open the Add/Modify Payer Information window, in File Maintenance > Payers > Payers List, select the applicable payer and double-click. The Modify Payer Information window appears. Select the Defaults-2 tab. To prevent a user from changing the Plan Name, select the Prevent modifying plan name on insurance maint check box. Select OK. Parent topic: Payers Master File

Help Guide for NextGen® Enterprise PM 8

Change the Payer Address in the Payer Master File

To change a payer address: From the Master Files - System list, select Payers. The Payers List window opens. Select the payer you want to modify, select the open menu button, and then select Open or double-click the payer. The Modify Payer Information window opens. On the Payer Defaults - 1 tab, enter the new address in the Address field. Select OK. If any person or patient records have this payer with the old address, a message states how many records will be affected. Select Yes to update all the records. If you select No, the records will keep the old address. Note: The application searches all fields for an exact match. This message displays only if the information in all fields of the patient record match all the fields in the Payer master record. If there are any discrepancies, the record is not be included in the update. Select Yes to update all of the matching records with the new payer address. The new address displays in NextGen® Enterprise PM on the Insurance Maintenance dia

Help Guide for NextGen® Enterprise PM 8

Change the Payer Address in the Payer Master File

To change a payer address: From the Master Files - System list, select Payers. The Payers List window opens. Select the payer you want to modify, select the open menu button, and then select Open or double-click the payer. The Modify Payer Information window opens. On the Payer Defaults - 1 tab, enter the new address in the Address field. Select OK. If any person or patient records have this payer with the old address, a message states how many records will be affected. Select Yes to update all the records. If you select No, the records will keep the old address. Note: The application searches all fields for an exact match. This message displays only if the information in all fields of the patient record match all the fields in the Payer master record. If there are any discrepancies, the record is not be included in the update. Select Yes to update all of the matching records with the new payer address. The new address displays in NextGen® Enterprise PM on the Insurance Maintenance dia

File Maintenance Help for NextGen® Enterprise 8

Change the Payer Address in the Payer Master File

To change a payer address: From the Master Files - System list, select Payers. The Payers List window opens. Select the payer you want to modify, select the open menu button, and then select Open or double-click the payer. The Modify Payer Information window opens. On the Payer Defaults - 1 tab, enter the new address in the Address field. Select OK. If any person or patient records have this payer with the old address, a message states how many records will be affected. Select Yes to update all the records. If you select No, the records will keep the old address. Note: The application searches all fields for an exact match. This message displays only if the information in all fields of the patient record match all the fields in the Payer master record. If there are any discrepancies, the record is not be included in the update. Select Yes to update all of the matching records with the new payer address. The new address displays in NextGen® Enterprise PM on the Insurance Maintenance dia

File Maintenance Help for NextGen® Enterprise

Change the Payer Address in the Payer Master File

To change a payer address: From the Master Files - System list, select Payers. The Payers List window opens. Select the payer you want to modify, select the open menu button, and then select Open or double-click the payer. The Modify Payer Information window opens. On the Payer Defaults - 1 tab, enter the new address in the Address field. Select OK. If any person or patient records have this payer with the old address, a message states how many records will be affected. Select Yes to update all the records. If you select No, the records will keep the old address. Note: The application searches all fields for an exact match. This message displays only if the information in all fields of the patient record match all the fields in the Payer master record. If there are any discrepancies, the record is not be included in the update. Select Yes to update all of the matching records with the new payer address. The new address displays in NextGen® Enterprise PM on the Insurance Maintenance dia

Prevent Plan Name Changes for Payers

Recommendations

Add or Modify a Payer

Prevent Plan Name Changes for Payers

Change the Payer Address in the Payer Master File

Change the Payer Address in the Payer Master File

Change the Payer Address in the Payer Master File

Change the Payer Address in the Payer Master File

Prevent Plan Name Changes for Payers

Add or Modify a Payer

Prevent Plan Name Changes for Payers

Change the Payer Address in the Payer Master File

Change the Payer Address in the Payer Master File

Change the Payer Address in the Payer Master File

Change the Payer Address in the Payer Master File