Assign a Submitter Group to a Payer at the Provider Level

File Maintenance Help for NextGen® Enterprise 8

Create a Submitter Group

You can create multiple Submitter Groups for a Submitter Profile. From the File Maintenance window, select Libraries > Submitter Profiles. The Submitter Profile List window opens. Right-click a Submitter Profile in the list and then select Submitter Group. The Submitter Group List window opens. Select open menu button and select New. The Submitter Group window opens. Enter a name for the Submitter Group in the Submitter Group Library field. Enter the submitter number in the Setting field for the Submitter Number option. Enter the contact information for the Submitter Group. Select OK. Parent topic: Using Submitter Groups

File Maintenance Help for NextGen® Enterprise 8

Group Information Setup for a Provider

Group information is set up for the rendering provider for each service location. Each provider has a default group information record that is automatically included for generic use. However, you can set up specific information for a payer. If you have group information set up for a specific payer, then it becomes the default information for box 33 of the HCFA 1500. Note: If you do not have group information set up for the payer or the default level, then the provider information in the top half of the window is printed in box 33 of the HCFA 1500. To set up group information: On the Add/Modify Provider Information window, select the Practice tab. Under Service Location, select a location. A list of payers for that location displays in the Group Information section. If you want to copy the information for one payer to other locations in the Service Locations list, right-click the payer and then select one of the following: Copy to All Locations to copy the payer to all other locations.

File Maintenance Help for NextGen® Enterprise 8

Using Submitter Groups

You can define a Submitter Group for a Submitter Profile. A Submitter Group enables you to use multiple submitter numbers for the same Submitter Profile. To use Submitter Groups, you must: Create one or more Submitter Groups for a Submitter Profile. Assign each Submitter Group to a payer. Set the Break claim file based on submitter ID (GS02) option in the Submitter Profile to use Submitter Groups. Create a Submitter Group Assign a Submitter Group to a Payer at the Provider Level Parent topic: Set Up Submitter Profiles

File Maintenance Help for NextGen® Enterprise 8

Assign a Practice to a Payer

In File Maintenance, select Master Files > System > Payers. The Payers List window opens. Right-click the applicable payer and then select Practice Access. The Payer Master Access by Practice window opens. Note: By default, all the practices listed on the Payer Master Access by Practice window are selected to allow access to all of the payers listed in the Payer master file. However, when a new payer is added, the practice in which the payer was created is the only one that has access to that payer. From the Practice list: Select the check boxes individually, next to the practices in the list, or right-click a practice and then select Select All option to allow specific practices to access the payer. Clear the check boxes next to the practices in the list to prevent specific practices from accessing the payer. Note: You must select at least one practice. Select OK. Parent topic: Providing Practice Access for Provider Master File

Help Guide for NextGen® Enterprise PM 8

Assign a Practice to a Payer

In File Maintenance, select Master Files > System > Payers. The Payers List window opens. Right-click the applicable payer and then select Practice Access. The Payer Master Access by Practice window opens. Note: By default, all the practices listed on the Payer Master Access by Practice window are selected to allow access to all of the payers listed in the Payer master file. However, when a new payer is added, the practice in which the payer was created is the only one that has access to that payer. From the Practice list: Select the check boxes individually, next to the practices in the list, or right-click a practice and then select Select All option to allow specific practices to access the payer. Clear the check boxes next to the practices in the list to prevent specific practices from accessing the payer. Note: You must select at least one practice. Select OK. Parent topic: Activate and Assign a Payer to a Practice

Help Guide for NextGen® Enterprise PM 8

Filter Batch Statements by Provider

To filter batch statements by provider, do the following: Open NextGen® Enterprise PM. Select File > Print Forms > Statements. The Statement Options window opens. Select the Provider tab. The Include ALL records of this type check box is selected by default. To select the providers to be included in the batch, select the Open Record button. The Rendering Providers window opens. In the Search Method section in the middle of the window, select one of the following buttons: All Providers (default): Select to list all providers from the Providers master file. Rendering: Select to list only rendering providers for the selected practice(s). Practice Related: Select to list all providers with practice access for the selected practice(s). In the Options section, you can see the following fields are at the bottom of the window. Provider (default) Provider SubGrp 1 Provider SubGrp 2 Note: The actual names of the Provider SubGrp 1 and Provider SubGrp 2 buttons are defined in Enterprise Preference

Assign a Submitter Group to a Payer at the Provider Level

Recommendations

Create a Submitter Group

Group Information Setup for a Provider

Using Submitter Groups

Assign a Practice to a Payer

Assign a Practice to a Payer

Filter Batch Statements by Provider

Create a Submitter Group

Group Information Setup for a Provider

Using Submitter Groups

Assign a Practice to a Payer

Assign a Practice to a Payer

Filter Batch Statements by Provider