Access the Insurance Maintenance Window

Help Guide for NextGen® Enterprise PM 8

Access Authorization from Insurance Maintenance Window

Select an insurance from one of the following: Modify Patient Information window. On the Insurance sub-tab under the Encounters tab in Patient Chart . Encounter Insurance Selection window. Do one of the following: Select Open Menu and then select Open Insurance Information. Right-click and then select Open Insurance Information. The Insurance Maintenance window opens. Select the Authorizations tab. Parent topic: Access Authorizations for a Patient's Insurance

Help Guide for NextGen® Enterprise PM 8

Access Authorization from Insurance Sub-Tab

Access the Patient Chart. Select the Encounters tab. From the Encounters list, select an encounter. Select the Insurance sub-tab. In the Encounter Insurance section, select an insurance. Do one of the following: Select Open Menu and then select Authorization. Right-click and then select Authorization. The Authorization Listing window opens. Parent topic: Access Authorizations for a Patient's Insurance

Help Guide for NextGen® Enterprise PM 8

Setup an Encounter for Incident-To Billing

Access the Patient Chart. Select the Encounters tab. From the Encounters list, open the desired encounter. The Encounter Maintenance window appears. In the Rendering field, select the mid-level rendering provider. In the Supervisor field, select the supervising provider. Select the Incident-To Bill Encounter check box. To save changes and close the window, select OK. Parent topic: Encounter Incident-To Billing

Help Guide for NextGen® Enterprise PM 8

Access Authorization from Encounter Insurance Selection Window

Access the Encounter Insurance Selection window for an encounter. In the Available Insurance section, select an insurance. Do one of the following: Select Open Menu and then select Authorization. Right-click and then select Authorization. The Authorization Listing window opens. Parent topic: Access Authorizations for a Patient's Insurance

Help Guide for NextGen® Enterprise PM 8

Add Insurance to Encounters

You can use the Encounter Insurance Selection window to add one or more insurances to an encounter for billing or to access the Insurance Maintenance window for an insurance. A pushpin appears in columns when data exists for the category. To quickly view existing data for a category, you can hover over the pushpin icon, or select the pushpin icon to access the specific tab on the Insurance Maintenance window. For example, hover over the pushpin icon in the Card column to view the Last Card Attached Date or select the pushpin icon to access the Insurance Maintenance > Ins Cards tab. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup.. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select Encounters, and then select on the Insurance t

Help Guide for NextGen® Enterprise PM 8

Add Insurance Verification Information to an Encounter

You can enter additional information for an insurance linked to an encounter in the Patient Insurance - Encounter window. This applies to primary, secondary, and tertiary payers. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup.. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select the Encounters tab. From the Encounters list, select an encounter with a payer attached. Select the Insurance tab. In the Encounter Insurance section, select the payer. In the Verification section, select open record . The Patient Insurance - Encounter window opens. Patient Insurance Encounter Window Make the desired changes, and select OK. Parent topic: Viewing Insurance Information in Encounters

Access the Insurance Maintenance Window

Recommendations

Access Authorization from Insurance Maintenance Window

Access Authorization from Insurance Sub-Tab

Setup an Encounter for Incident-To Billing

Access Authorization from Encounter Insurance Selection Window

Add Insurance to Encounters

Add Insurance Verification Information to an Encounter

Access Authorization from Insurance Maintenance Window

Access Authorization from Insurance Sub-Tab

Setup an Encounter for Incident-To Billing

Access Authorization from Encounter Insurance Selection Window

Add Insurance to Encounters

Add Insurance Verification Information to an Encounter