Set the Payer Default for the Release of Information in Practices

File Maintenance Help for NextGen® Enterprise

Practice Preferences for Patient Charts in Practices

Chart: User-Defined Names The tables describe the preferences that you can set for patient charts. Enter a label for each of the user-defined fields you want to display on the patient's chart. To make a field mandatory for chart creation, select the corresponding Require checkbox. These user-defined fields represent information that remains constant from encounter to encounter, for example, "organ donor." When the user-defined name is created and set as required, the information from the user-defined fields is displayed on the patient's chart, the Chart tab, and the Chart/Ins tab of the Appointment Book. You can also select the patient information fields in the data repository for form and label templates. Chart Options Field Description Required Fields To make a field mandatory, select the column to the right of the field.. Note: The Uniform Data System (UDS) fields appear only when turned on in Enterprise Preferences > UDS . If a UDS field or a client-defined field is set as required

File Maintenance Help for NextGen® Enterprise 8

Set the Payer Default for Release of Information

If a Release of Information default is set in the Chart practice preferences but a payer requires a different setting, you can set a different value for the payer. The payer value overrides the value set in the Chart practice preferences for any encounter that the payer is attached to. In File Maintenance, select Master Files - System and then select Payers. In the Payers list, double-click the appropriate payer. The Modify Payer Information window opens. Select the System tab, and then select the appropriate option from the Release of Information field. Select OK. Parent topic: Chart Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Set Up the Payer Default for Release of Information

If a Release of Information default is set in the Chart practice preferences but a payer requires a different setting, you can set a different value for the payer. The payer value overrides the value set in the Chart practice preferences for any encounter that the payer is attached to. In File Maintenance, select Master Files > System, and then select Payers. In the Payers list, double-click the appropriate payer. The Modify Payer Information window opens. Select the System tab, and then select the appropriate option in the Release of Information field. Select OK. Parent topic: Setting Up a Release of Information Default

Help Guide for NextGen® Enterprise PM 8

Set Up the Payer Default for Release of Information

If a Release of Information default is set in the Chart practice preferences but a payer requires a different setting, you can set a different value for the payer. The payer value overrides the value set in the Chart practice preferences for any encounter that the payer is attached to. In File Maintenance, select Master Files > System, and then select Payers. In the Payers list, double-click the appropriate payer. The Modify Payer Information window opens. Select the System tab, and then select the appropriate option in the Release of Information field. Select OK. Parent topic: Setting Up a Release of Information Default

File Maintenance Help for NextGen® Enterprise 8

Setting the Practice Default for the Release of Information

A patient's release-of-information claim status is information that may be required by some payers and is sent electronically. You can set Release of Information at the encounter, practice or payer level. Practice level for patient charts. The setting becomes the default for every encounter at that practice. Set the payer default for release of information - this becomes the default when the payer is associated with an encounter. The payer-level setting overrides the practice-level setting. The default is stored in the insurance record and displays on the Patient Insurance - of the Encounter window. If Release of Information is not set in the Practice Preferences or in the Payers master file, then it must be set for each encounter when it is required by the payer. Set the Practice Default for the Release of Information Parent topic: Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Setting Up a Release of Information Default

A patient's release-of-information status is claim information that may be required by some payers and is sent electronically. Although you can set Release of Information at the encounter level, you can also set a default at the practice and payer level. Practice Level The practice-level default is setup in Practice Preferences on the Chart tab. This setting will be the default for every encounter for the practice. Payer Level The payer-level default is setup in File Maintenance. acces Master Files > Payers on the System tab of the Modify Payer Information window. This setting the default when the payer is associated with an encounter. The payer-level setting overrides the practice-level setting. The default is stored in the insurance record and displays on the Patient Insurance - Encounter window. If Release of Information is not set in the Practice Preferences or in the Payers master file, then it must be set for each encounter when it is required by the payer. Set Up a Release of In

Set the Payer Default for the Release of Information in Practices

Recommendations

Practice Preferences for Patient Charts in Practices

Set the Payer Default for Release of Information

Set Up the Payer Default for Release of Information

Set Up the Payer Default for Release of Information

Setting the Practice Default for the Release of Information

Setting Up a Release of Information Default

Practice Preferences for Patient Charts in Practices

Set the Payer Default for Release of Information

Set Up the Payer Default for Release of Information

Set Up the Payer Default for Release of Information

Setting the Practice Default for the Release of Information

Setting Up a Release of Information Default