Add a New Referral to a Person or Patient

Help Guide for NextGen® Enterprise PM 8

Add an Eligibility Verification to a Person or Patient

This feature is only available for practices that has NextGen® Eligibility Verification license. After you add an insurer to a person or patient's profile, you can create and issue an Eligibility Inquiry. Some practices require a confirmation of eligibility from an insurer before performing a medical procedure. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select Eligibility Verification. The Eligibility Verification window appears. Select one or more entries in the following required fields. Requesting Physician Type of Service Enter any additional information. Select OK to save the changes. Parent topic: Managing Insurance Information for a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

Request a Provider Referral Inquiry

After you add an insurer to a person/patient's profile, you can request a history file for all previous patient referrals from the insurer. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select Referral History. The Provider Referral Inquiry window appears. Enter the Requesting Physician. This field is required. Enter any additional information. Select OK to save the changes. Parent topic: Managing Insurance Information for a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

Modify Insurance Information

Modify Insurance Information Modify Insurance Information After you add insurance information to a person or patient's profile, you can view the insurance information in the Insurance Maintenance window. In this window, you can add new information or modify existing information. In the Insurance Listing section of the Demographics tab, select the Open Menu button and then select Open Insurance Information. The Insurance Maintenance window appears. Select the desired tab to update or add information. You can access the following tabs in the Insurance Maintenance window: Detail Detail - 2 Ins Cards Benefit Info Authorizations Referrals Elig/Referral Website External For detailed information about modifying insurance information, go to the NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide for NextGen® Enterprise PM. Select OK to save the new or modified information. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Add a New Referral to a Person or Patient

This feature is only available for practices that use NextGen® Eligibility Verification license. After you add an insurer to a person/patient's profile, you can refer the person/patient to a different provider. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select New Referral. The New Referral Entry window appears. Complete the following required fields Requesting Physician Referred To Entity Type Place of Service Enter any additional information, and select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Add an Eligibility Verification to a Person or Patient

This feature is only available for practices that has NextGen® Eligibility Verification license. After you add an insurer to a person or patient's profile, you can create and issue an Eligibility Inquiry. Some practices require a confirmation of eligibility from an insurer before performing a medical procedure. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select Eligibility Verification. The Eligibility Verification window appears. Select one or more entries in the following required fields. Requesting Physician Type of Service Enter any additional information. Select OK to save the changes. Parent topic: Managing Insurance Information for a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

Managing Insurance Information for a Person or Patient Profile

You can associate insurance information on the following windows: Add Person Information and Modify Person Information windows for person records Add Patient Information and Modify Patient Information windows for patient records In the Available Insurance section of the Demographics tab, select the Open Menu to perform the following tasks: Add Insurance to a Person or Patient record Hidden Insurance Information Open Insurance Information for a Person or Patient record Hide Insurance Add an Authorization to a Person or Patient record Add an Eligibility Verification to a Person or Patient record Add a Referral to a Person or Patient record Request a Provider Referral Inquiry Promote or Demote Insurance For more information on adding or modifying insurance information, go to the NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide for NextGen® Enterprise PM. Add Insurance to a Person or Patient You can use the Insurance Maintenance window to add an

Add a New Referral to a Person or Patient

Recommendations

Add an Eligibility Verification to a Person or Patient

Request a Provider Referral Inquiry

Modify Insurance Information

Add a New Referral to a Person or Patient

Add an Eligibility Verification to a Person or Patient

Managing Insurance Information for a Person or Patient Profile

Add an Eligibility Verification to a Person or Patient

Request a Provider Referral Inquiry

Modify Insurance Information

Add a New Referral to a Person or Patient

Add an Eligibility Verification to a Person or Patient

Managing Insurance Information for a Person or Patient Profile