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Access the Insurance Maintenance Window
This topic provides information on accessing the
Insurance Maintenance
window.
Select the
chart icon.
The
Patient's Chart
window opens.
Select the
Insurance
tab from the
Encounters
tab.
In the
Encounter Insurance
section select the open menu
icon.
Access the Insurance Maintenance Window
Help Guide for NextGen® Enterprise PM 8
Access the Insurance Maintenance Window
This topic provides information on accessing the Insurance Maintenance window. Select the chart icon. The Patient's Chart window opens. Select the Insurance tab from the Encounters tab. In the Encounter Insurance section select the open menu icon. Parent topic: Configuring Alternate Payers
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 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
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
Add Insurance and Financial Information to Patient Encounters
Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Encounters tab, and then select the Insurance tab. In Encounters, select an encounter, and then in Encounter Insurance, right-click a listed insurance, and then select Open. You can also open the Insurance Maintenance window by right-clicking the added payer. Note: To add manual referrals on Insurance Maintenance, you must configure the practice preferences to view Referral Required checkbox on Insurance Maintenance. You can also scan the patient insurance card in Insurance Maintenance. For more information on setting up payers, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen
chart icon.
icon.
