Contract Information

Field	Contract Information Descriptions
Contract Name	Indicates the contract name.
Effective Date	Indicates the date that the contract becomes effective.
Expiration Date	Indicates the date that the contract becomes expired.

Help Guide for NextGen® Enterprise PM 8

Contract Information

The fields in this section are required. NextGen® Enterprise PM uses the dates to determine whether to apply the contract rules to a date of service. Field Contract Information Descriptions Contract Name Indicates the contract name. Effective Date Indicates the date that the contract becomes effective. Expiration Date Indicates the date that the contract becomes expired. Parent topic: General Tab of Contract Library Maintenance

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Provider Information

You can view the following patient provider information in the Provider tab under Patient Information: Provider Name name of the primary care provider. Speciality Displays the speciality of the primary care provider. Eff date Displays the date when the provider became the primary care provider. Exp Date Displays the date the provider ceased to become the primary care provider. Exp Reason Displays the reason the provider ceased to be the primary care provider. You can modify the provider information using the Provider tab of the Modify Patient Information window. For more information about patient provider, go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen® Enterprise PM. Set up Primary Care Providers for Patients You can use the Update Patient Information window to set a primary care provider for a patient. Parent topic: Managing Patient Information in charts

Help Guide for NextGen® Enterprise PM 8

Filter Dates

You can filter reports in NextGen® Enterprise PM to include data within a specified date range. The following types of dates can be used as filters on the Filter 1 tab of the Report Filter window. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates The Filter 1 dates vary for each report. For example, charge date filters are available on the Daily Charges report and claim dates filters are available on the Claim Requests report. Charge and Transaction Dates Claim Dates Encounter Dates Aging Dates Parent topic: Setting Report Columns and Filters

File Maintenance Help for NextGen® Enterprise 8

Employer Information Data Fields for Form and Label Templates

Data Repository lists data fields for Employer Information. The data fields use the information from NextGen® Enterprise PM on the General tab of the Employer Maintenance window. Employee Occupation Employee Work Extension Employee Work Phone Employer Address 1 Employer Address 2 Employer Billing Address 1 Employer Billing Address 2 Employer Billing City Employer Billing State Employer Billing Zip Employer City Employer City, State Zip Employer Corp Address 1 Employer Corp Address 2 Employer Corp City Employer Corp State Employer Corp Zip Employer Full Name Employer Phone Employer State Employer Zip Sec Employer Address 1 Sec Employer Address 2 Sec Employer City, State Zip Sec Employer Full Name Sec Employer Phone Parent topic: Data Field Descriptions for Form, Form Enhanced, and Label Templates

Help Guide for NextGen® Enterprise PM 8

Set up Primary Care Providers for Patients

Each patient must be assigned a primary care provider. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. Patient records that match the search criteria, appear in the Matching Records section. Double-click the patient to open. The Update Patient Information window opens. Select the Provider tab. Select open menu Open Menu button and select New. The Add Patient Provider window opens. Select the provider type in Preference Name. Provider types are set up on the Providers tab in Practice Preferences. Select the applicable provider from the Provider list. Select the Primary Preference Name check box. This field is required. Enter an Effective Date and Expiration Date for the provider. These fields are optional. Effective date is the date the provider became the default provider for t

NextGen® Therapy Suite Help 30.3.13.0

Enter a New Authorization by Visits

Select the payer from the Insurance Information grid. Select the Visits option below the Precertification/Authorization grid. Use the fields below the Precertification/Authorization grid to enter the authorization information: NBR, Authorization #, Effective Date, Expiration Date and Visits. Note: You can use the Get button to populate the fields with authorization information that has already been attached to the Insurance in the NextGen® Enterprise PM. Select Get and then select the appropriate authorization from the picklist to pull into the Pre-Cert template fields. You must assign the NBR manually. Entries for Pre-Cert Company, Expiration Date, and Associated Diagnosis are optional. The Associated Diagnosis grid only displays Dx codes after you have established the treating diagnosis. Select Add to save the authorization. The authorization appears in the Precertification/Authorization grid. Parent topic: Precertification/Authorization Panel

Contract Information

Recommendations

Contract Information

Viewing Patient Provider Information

Filter Dates

Employer Information Data Fields for Form and Label Templates

Set up Primary Care Providers for Patients

Enter a New Authorization by Visits

Contract Information

Viewing Patient Provider Information

Filter Dates

Employer Information Data Fields for Form and Label Templates

Set up Primary Care Providers for Patients

Enter a New Authorization by Visits