Prevent Plan Name Changes for Payers

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

File Maintenance Help for NextGen® Enterprise 8

Search for Payers Using Payer Number or NEIC Number

The Payers List window enables you to search for a payer. In File Maintenance, select Master Files > System > Payers. The Payers List window opens. Select the NEIC/Payer Number column header, and enter the payer number or NEIC number in the Payers List Search field. To view a payer, select the payer and select Enter. The Modify Payer Information window for the selected payer opens. Parent topic: Payers Master File

File Maintenance Help for NextGen® Enterprise 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

Changing the Payer Address and Associated Patient Records

The application allows you to change the Payer Address in the Master file and to optionally update all associated patient records with the new address. If you choose to update the associated records, the new address displays on the Insurance Maintenance window when it is accessed from the patient chart. However, if you choose not to update the associated patient records, the Insurance Maintenance window displays the old address. Any modifications to that address must be made on an individual record basis. Change the Payer Address in the Payer Master File Master File Payer Reports Change the Payer Address in the Payer Master File Parent topic: Payers Master File

Help Guide for NextGen® Enterprise PM 8

Change the Payer Address in the Payer Master File

To change a payer address: From the Master Files - System list, select Payers. The Payers List window opens. Select the payer you want to modify, select the open menu button, and then select Open or double-click the payer. The Modify Payer Information window opens. On the Payer Defaults - 1 tab, enter the new address in the Address field. Select OK. If any person or patient records have this payer with the old address, a message states how many records will be affected. Select Yes to update all the records. If you select No, the records will keep the old address. Note: The application searches all fields for an exact match. This message displays only if the information in all fields of the patient record match all the fields in the Payer master record. If there are any discrepancies, the record is not be included in the update. Select Yes to update all of the matching records with the new payer address. The new address displays in NextGen® Enterprise PM on the Insurance Maintenance dia

File Maintenance Help for NextGen® Enterprise 8

Change the Payer Address in the Payer Master File

To change a payer address: From the Master Files - System list, select Payers. The Payers List window opens. Select the payer you want to modify, select the open menu button, and then select Open or double-click the payer. The Modify Payer Information window opens. On the Payer Defaults - 1 tab, enter the new address in the Address field. Select OK. If any person or patient records have this payer with the old address, a message states how many records will be affected. Select Yes to update all the records. If you select No, the records will keep the old address. Note: The application searches all fields for an exact match. This message displays only if the information in all fields of the patient record match all the fields in the Payer master record. If there are any discrepancies, the record is not be included in the update. Select Yes to update all of the matching records with the new payer address. The new address displays in NextGen® Enterprise PM on the Insurance Maintenance dia

Prevent Plan Name Changes for Payers

Recommendations

Add or Modify a Payer

Search for Payers Using Payer Number or NEIC Number

Import a Practice Payer into a Practice

Changing the Payer Address and Associated Patient Records

Change the Payer Address in the Payer Master File

Change the Payer Address in the Payer Master File

Add or Modify a Payer

Search for Payers Using Payer Number or NEIC Number

Import a Practice Payer into a Practice

Changing the Payer Address and Associated Patient Records

Change the Payer Address in the Payer Master File

Change the Payer Address in the Payer Master File