Add or Modify Format Sets

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 8

Delete Formats

You can only delete the number formats that are specified. From the Master Files - System list, select Formats. The Formats List window opens. Double-click a format in the Formats list. The Formats window opens. In the Acceptable Number Formats list, select a number format. Select Open Menu , and then select Delete. Note: You can also right-click a number format, then select Delete. Parent topic: Formats

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 8

Modifiers

The Modifiers master file provides a complete list of modifiers in the database. This table may be populated through your billing system. From the Master Files - System list, select Modifier. The Modifiers List window opens. From the Modifiers List window, do one of the following: To add a new item, select Open Menu , and then select New. To modify an item, select the item in the list, select Open Menu , and then select Open. To modify an item, enter an asterisk in the List Search field to display the existing modifiers. Then, double-click the modifier you want to change. The Add/Modify Modifier Information window opens. In the Modifier Key field, enter an industry standard abbreviation (two-character maximum) for the modifier. In the Modifier Description field, enter the full description for the modifier. In the Note field, enter any additional information. If you want to hide the item in the list, select the Hide check box. Select Next to add another item or select OK to return to th

File Maintenance Help for NextGen® Enterprise 8

Modifier Categories

The Modifier Categories master file provides a complete list of all modifier categories within the database. The Modifier Categories master file is user-defined. To add or modify a modifier category, do the following: From the Master Files - System list, select Modifier Category. The Modifier Categories 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 Add/Modify Modifier Category Information window opens. Enter a name for the modifier category in the Category field. In the Short Description field, enter a description of up to four characters for the modifier category. To change the modifiers in the category, select Open Folder . The Modifiers window opens. The Available field lists the available modifiers that have not been included in the group. To locate a modifier in the list, enter one

Help Guide for NextGen® Enterprise PM 8

Add or Modify Statement Messages

Open File Maintenance. Select System Master Files > PM > Statement Messages. The Statement Messages List window opens. Do one of the following: To add a new statement message, select the Open Menu button and select New. To modify an existing statement message, select the item in the list. Select the Open Menu button, and then select Open. The Modify Statement Message window opens. In the Message Code field, enter a code for the message being defined. The code prints on detail statements next to the charge line item and in front of the Brief Statement Message and/or Long Statement Message. This field is required. In the Description (Message Name) field, enter a description for the message being defined. The description is not printed on statements. This field is required. In the Brief Statement Message (Line-Item Message) field, enter a short message to print on detail statements next to the charge line item. In the Long Statement Message (Body Message) field, enter a long message to pr

Add or Modify Format Sets

Recommendations

Attach Formats to a Payer

Delete Formats

Formats

Modifiers

Modifier Categories

Add or Modify Statement Messages

Attach Formats to a Payer

Delete Formats

Formats

Modifiers

Modifier Categories

Add or Modify Statement Messages