Delete a UPIN

File Maintenance Help for NextGen® Enterprise 8

Payer Name and Number

As soon as you save a payer's record, a blank default UPIN record is created. Default UPINs are not a required field, thus a blank referring provider number for the default UPIN is permitted. However, if default UPINs already exist in your system, you can delete or modify them. You can also add a new number for a specific payer who requires one. To add a new number for a specific payer, right-click in the Provider Payers section on System tab of the Modify Provider Information window, then select New. The Payer Number information window displays: Note: The fields labeled Payer Name and Provider Number on the Add/Modify Provider Information window and the Payer Number for (provider) window are used interchangeably. Field Description Payer Name Select a payer to whom to assign a number. Payer Number Enter the provider's number for that payer. This number shows in box 17 of the HCFA 1500. Delete a UPIN Parent topic: Providers System Tab

Help Guide for NextGen® Enterprise PM 8

Add a Patient Provider

Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the open menu , and select New. The Add Patient Provider window appears. Select a user-defined provider type from Preference Name. This field is required. Note: Your system administrator manages providers from Practice Preferences, Providers. Select a Provider. To search for a specific provider, select . The Provider Lookup window opens. Note: The providers listed for selection are those that are flagged with the selected Preference Name in the Providers master file in File Maintenance. Enter an Effective Date to start for the selected patient provider in mm/dd/yyyy format, if applicable. Enter an Expiration Date to end for the selected patient provider in mm/dd/yyyy format, if applicable. If an expiration date was entered, select an Expiration Reason, if applicable. Note: Your system administrator manages the Provider Expiration Reasons from the master list in F

Help Guide for NextGen® Enterprise PM 8

Delete a Patient Provider

Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the row for the provider to be deleted. Select the open menu , and select Delete. A message appears asking you to confirm if the patient provider must be permanently deleted. To delete the provider, select OK. Parent topic: Managing Provider Information

NextGen® Enterprise EHR Help

Delete a Patient Provider

Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the row for the provider to be deleted. Select the open menu , and select Delete. A message appears asking you to confirm if the patient provider must be permanently deleted. To delete the provider, select OK. Parent topic: Managing Provider Information

Help Guide for NextGen® Enterprise PM 8

Select a Default Library for a Payer

A library selected at the payer-level overrides the default library selected at the practice-level. Access File Maintenance. Select System Master Files, then PM, and then Payers. The Payer List window opens. Double-click to open the desired payer. The Modify Payer Information window opens. Select the Practice tab, and then the Libraries sub-tab. Modify Payer Information window; Practice tab; Libraries sub-tab In the Behavioral Health Billing Library field, select the library to be used for the payer. In the Modifiers Library field, select the library to be used for the payer. In the Claim Edit Library field, select the library to be used for the payer. To save changes and close the window, select OK. Parent topic: Default Library Selection

Help Guide for NextGen® Enterprise PM 8

Set Up a Default Location for Group Provider Numbers

To set up a group that has the same Group Provider number for payers at all or several practice locations, do the following: In File Maintenance, under Master Files, select Practice > Groups. The Groups List window opens. Double-click a group. The Group Information window opens. From the Service Location list, select the <Default> option. Select one of the following options based on the following information: To set up the group on the default payer, double-click the Default row listed under the Payer Name column. The Group Information window opens additional fields. This set up is for the default payer and the Payer Name field is disabled. To set up a specific payer for the group, right-click in the Group Information section, then select New. The Group Information window opens additional fields. Because this setup is for a specific payer, the Payer Name field is available. From the Payer Name list, select a payer. In the Group Number field, enter the group number. In the Opt Group Val

Delete a UPIN

Recommendations

Payer Name and Number

Add a Patient Provider

Delete a Patient Provider

Delete a Patient Provider

Select a Default Library for a Payer

Set Up a Default Location for Group Provider Numbers

Payer Name and Number

Add a Patient Provider

Delete a Patient Provider

Delete a Patient Provider

Select a Default Library for a Payer

Set Up a Default Location for Group Provider Numbers