Import a Practice Payer into a Practice

File Maintenance Help for NextGen® Enterprise 8

Practice Tab

In the File Maintenance > Master Files > System > Payers, the Practice tab of the Add/Modify Payer Information window contains several tabs. The following topics provide information about the sub-tabs on the Practice tab. Claims Tab Secondary References Sub-Tab Other Sub-Tab UB Sub-Tab Transactions Sub-Tab Add Libraries to a Practice Parent topic: Payers Master File

File Maintenance Help for NextGen® Enterprise 8

Add or Modify a Payer

From the Master Files - System list, select Payers. The Payers List window opens. To add a payer, select open menu , and then select New. The Add Payer Information window opens. Enter all the required information under the following tabs: Payer Defaults - 1 Defaults - 2 System Practice Alt Payer External Co-Pays Select OK to save the changes. To modify a payer, select the payer from the list, select open menu , and then select Open. The Modify Payer Information window opens. Do the required changes and then select OK. Parent topic: Payers Master File

Help Guide for NextGen® Enterprise PM 8

Import a Practice Payer into a Practice

The Import Practice Payer feature enables you to copy practice-specific data from one practice into another practice. You must be logged into the practice that you want to import into. The copied data includes practice access information and information from the Practice tab. If a practice already has payer information, importing overwrites any payer data that may already be in the practice. One situation in which you might want to import a practice payer is when you have created a new practice and you want to add payer information that already exists. Instead of manually re-entering all the existing payer practice information, you can simply import it from a payer and only modify the fields as needed. In File Maintenance under Master Files, select System. The list of System Master Files displays. Double-click Payers. The Payer List window opens. In the list, right-click the Payer whose information you want to import, then select Import Practice Payer. The Import Practice Payer Data wi

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

Importing Practice-Level Information

You can import information from one practice to another to avoid repeatedly entering the same data in multiple practices. Importing information is useful if you create practices and want some master file data to be the same among them. You can import the following master file data, which appends to existing data, in the practice you are logged into: Practice-level master files (location, event, or resource-specific settings do not import). Practice Preferences (location-specific settings do not import). Practice-specific sections of a single Payer master file by importing a practice payer. Practice-specific sections of all Payer master files. You cannot import the following master files: Task Types Appointment Reminders Letter Types, because they are already preinstalled. Import Practice-level Master Files Parent topic: Modifying Practices

Import a Practice Payer into a Practice

Recommendations

Practice Tab

Add or Modify a Payer

Import a Practice Payer into a Practice

Assign a Practice to a Payer

Assign a Practice to a Payer

Importing Practice-Level Information

Practice Tab

Add or Modify a Payer

Import a Practice Payer into a Practice

Assign a Practice to a Payer

Assign a Practice to a Payer

Importing Practice-Level Information