Employer Maintenance - Employer Defaults Tab Field Descriptions

Field	Description
Employer Name	Enter the name of the employer.
Billing Address/ Corporate Address	Select the kind of address you want to enter.
Address/ City/ State/ Zip/ Country/ County	The first space is for street number and name. The second space is for other address details such as suite number. If the ZIP code table is set up, you can enter the ZIP code, and the city, state, county, and country automatically display.
Phone/Ext	The area code defaults in from the General Practice Preferences. Enter the phone number and extension.
Type of Business	Enter the kind of business the employer is in.
External ID	Enter the external ID, which is a key for other applications to use when mapping fields. When another application needs to pull data from <PM>, the external ID identifies the <PM> file where this information exists. The other application can then access the file, pull information that it needs, and put it into a corresponding field. The External ID field is set up as an alphanumeric field.
Note	Enter additional notes. If you use Case Management, the information in the field is used as an alert when the employer is assigned to a case. The notes also display in the Case Management window.
Last/First/Middle	Enter the name of the billing contact.
Phone Number/ Ext/ Fax Number	Enter the phone number, extension, and fax number of the billing contact. The default area code comes from the General Practice Preferences.
E-Mail Address	Enter the e-mail address of the billing contact.
Last/First/Middle	Enter the name of the secondary contact.
Phone/Ext Number	Enter the phone number and extension of the secondary contact. The default area code comes from General Practice Preferences.
Insurance	You can select the Insurance button to associate insurance to this employer. Note: This button only appears (instead of the Next button) when you are modifying an existing employer.

File Maintenance Help for NextGen® Enterprise 8

Employers

The Employers master file allows you to store information about the employers in your area. You can add insurance in advance so, when attached to a patient, data entry is expedited. This table can be built "on the fly" as you are adding patient information. In File Maintenance, select System > Employers. The Employers List window opens. Select Open Menu , and then select New. The Employer Maintenance window opens. Complete the fields on the Employer Defaults tab. Once you've entered the employer's information, select OK to save or Next to add another employer. Employer Maintenance - Employer Defaults Tab Field Descriptions Add External Systems for Employers Real-time Address Validation for an Employer Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Location Information Field Descriptions

The following table provides descriptions of the fields located on the Location Information window. Field Description Location Name Enter a name, up to 40 characters, for the service location. The number of characters that display in the service location drop-down lists for this name depends on how the name is entered here. For example, if the service location name is entered as all capital letters, then fewer characters display compared to an entry of a combination of upper and lower case characters. Address/ City/ State/ Zip/ Country/ County The first space is for street number and name. The second space is for other address details such as suite number. If the ZIP code table is set up, you can enter the ZIP code, and the city, state, county, and country automatically display. Phone/Ext Enter the phone number of the facility. The area code will default in from General Practice Preferences. Contact Last Name/ First Name/ MI Enter the name of the contact person at the facility. Fax Ent

File Maintenance Help for NextGen® Enterprise 8

Payer Listing Report

The Payer Listing Report includes information from the Payers master file in File Maintenance. Information on the report pulls from various tabs on the Modify Payer Information window. The report includes the following information: Column Name Description Data Populates From Payer Name Group Payer Name Payer Name field of the Payer Defaults-1 tab NEIC/Pyr# NEIC/Payer Number NEIC/Payer Number field of the Payer Defaults-1 tab Plan # Plan Number Plan Number field of the Payer Defaults-1 tab Payer Alias Name Payer Alias Name Payer Alias Name field of the Payer Defaults-1 tab Payer Mstr Exp Dt Payer Master Expiration Date Payer Expiration Date field of Payer Defaults-1 tab Group Name Group Name Group Name field of the Payer Defaults-1 tab Group # Group Number Group Number field of the Payer Defaults-1 tab Plan Type Payer Plan Type Plan Type field of the Payer Defaults-1 tab External ID External ID External ID field of the Payer Defaults-1 tab Addr 1 Address 1 Address field of the Payer Def

Help Guide for NextGen® Enterprise PM 8

Add an Employer

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the open menu , and select New. The Employer Lookup window appears. In the Employer Name field, enter all or part of the employer's name. Select Find. All employers that match the search criteria entered display in the Matching Records list. Note: Items available for selection are from the Employers master file in File Maintenance. If no records are found, the following prompt appears stating that no records were found. From the Matching Records list, double-click to select the employer. The Employer Maintenance window appears. Fields on the Employer Maintenance window are available for modification only if you have security access rights in System Administrator to update the Employers master file. Otherwise, all fields on the window are grayed-out and cannot be modified. CAUTION: Modifications made to any field in the Demographics section of the Employer Mainten

NextGen® Enterprise EHR Help

Add an Employer

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the open menu , and select New. The Employer Lookup window appears. In the Employer Name field, enter all or part of the employer's name. Select Find. All employers that match the search criteria entered display in the Matching Records list. Note: Items available for selection are from the Employers master file in File Maintenance. If no records are found, the following prompt appears stating that no records were found. From the Matching Records list, double-click to select the employer. The Employer Maintenance window appears. Fields on the Employer Maintenance window are available for modification only if you have security access rights in System Administrator to update the Employers master file. Otherwise, all fields on the window are grayed-out and cannot be modified. CAUTION: Modifications made to any field in the Demographics section of the Employer Mainten

File Maintenance Help for NextGen® Enterprise 8

Providers Demographics Tab

The Demographics tab contains the provider name, address, and other profile information. Field Description Last/ First/ Middle Names Enter the name of the provider. It is very important that you only enter the provider's middle initial in the Middle Name field. If you enter an entire name in the Middle Name field (even though the field is labeled Middle Name instead Middle Initial), the application will take the last letter of the name you entered and enter it as the middle initial in box 17 of the HFCA 1500 form. Business/ Home/ Other1/ Other2 Select the type of address information you want to enter for the provider. Address/ City/ State/ Zip/ Country/ County The first space is for street number and name. The second space is for other address details such as suite number. If the ZIP code table is set up, you can enter the ZIP code, and the city, state, county, and country automatically display. Country Select the drop-down arrow and select the applicable country. County Select the dro

Employer Maintenance - Employer Defaults Tab Field Descriptions

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