Checking for Duplicate Payers
You can turn on a NextGen® Enterprise PM setting that checks for duplicate payer names.
In addition, you can prevent users from ignoring the list and force them to make a selection.
This setting makesNextGen® Enterprise PMcompare the payer name that a user types to all other payer names in the Payer master file. If this option is enabled when a new insurance is attached to a person, a check is performed for an existing payer based on the payer name, address, or contact phone number. The user can then select from a list of existing payers or can ignore the list and type the new plan name.
The duplicate check:
- Is performed only for payers that allow the plan name to be modified.
- Only occurs the first time an insurance plan is attached; after that, the check no longer occurs.