Set the Practice Default for the Release of Information
To access Practice Preferences, do one of the following:
Select the
Admin
>
menu
>
Preferences
>
Practice
.
In File Maintenance, select
Master Files - System
and select
Practices
.
Double-click a practice, and then select
Preferences
.
The
Practice Preferences
window opens
Select the
Chart
Practice Preferences.
Select the appropriate option from the
Release of Information
field.
Select
OK
.
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File Maintenance Help for NextGen® Enterprise 8
Setting the Practice Default for the Release of Information
A patient's release-of-information claim status is information that may be required by some payers and is sent electronically. You can set Release of Information at the encounter, practice or payer level. Practice level for patient charts. The setting becomes the default for every encounter at that practice. Set the payer default for release of information - this becomes the default when the payer is associated with an encounter. The payer-level setting overrides the practice-level setting. The default is stored in the insurance record and displays on the Patient Insurance - of the Encounter window. If Release of Information is not set in the Practice Preferences or in the Payers master file, then it must be set for each encounter when it is required by the payer. Set the Practice Default for the Release of Information Parent topic: Practice Preferences
Help Guide for NextGen® Enterprise PM 8
Set Up a Release of Information Default at the Practice Level
Do one of the following: Select the Admin menu and then select Preferences and then Practice. In File Maintenance, select Master Files - System > Practices. On the Practices List window, double-click a practice, and then select Preferences. The Practice Preferences window opens. Select the Chart Practice Preferences. Select the appropriate option from the Release of Information field. Select OK. Parent topic: Setting Up a Release of Information Default
File Maintenance Help for NextGen® Enterprise 8
Set the Payer Default for Release of Information
If a Release of Information default is set in the Chart practice preferences but a payer requires a different setting, you can set a different value for the payer. The payer value overrides the value set in the Chart practice preferences for any encounter that the payer is attached to. In File Maintenance, select Master Files - System and then select Payers. In the Payers list, double-click the appropriate payer. The Modify Payer Information window opens. Select the System tab, and then select the appropriate option from the Release of Information field. Select OK. Parent topic: Chart Practice Preferences
Help Guide for NextGen® Enterprise PM 8
Set Up the Payer Default for Release of Information
If a Release of Information default is set in the Chart practice preferences but a payer requires a different setting, you can set a different value for the payer. The payer value overrides the value set in the Chart practice preferences for any encounter that the payer is attached to. In File Maintenance, select Master Files > System, and then select Payers. In the Payers list, double-click the appropriate payer. The Modify Payer Information window opens. Select the System tab, and then select the appropriate option in the Release of Information field. Select OK. Parent topic: Setting Up a Release of Information Default
NextGen® Enterprise EHR Help
Set Up Auto Release Practice Preferences
Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select All tab. Double-click your practice. The Modify Practice Information window opens. Select Preferences. Select Orders Module from the Preference List. The Orders tab opens. The Auto Release options display on the All tab. Select the Auto Release Task Group to receive the notification that the order has been auto released, if necessary. Select your practice's Auto Release Option to use the Auto Release function from the list: Opt-in. Select this option if your practice chooses to use the Auto Release function. Note: If you select this Opt-in option, when creating Future and Recurring orders the Automatically release this order when it is due check box is enabled. However, you must select the check box to indicate that the specific order is be auto released. Opt-out. Select this option if your practice does not choose to use the Auto Release function. Note: If you select the Opt-out opt
File Maintenance Help for NextGen® Enterprise 8
Open the Practice Preferences
Do one of the following: In File Maintenance, select Master Files > System > Practices. In NextGen® Enterprise PM, select the Admin > Preferences > Practice. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In the Preference List, select the desired practice preference name. The window displays the Practice Preferences related to your selection. Parent topic: Practice Preferences
