NextGen Knowledge Center

Add Benefit Information to Patient Insurance

You can record annual and lifetime benefit information to help determine patient responsibility.
  1. Open NextGen® Enterprise PM.
  2. On the main toolbar, select Chart or Chart Lookup .
    The Patient Lookup window opens.
  3. In the Search Criteria section, enter the patient's information, and then select Find.
    Patient records that match the search criteriaa ppear in the Matching Records section.
  4. Select the patient, and then select Open.
    The Patient Chart window opens.
  5. Select the Encounters tab.
    The encounters associated with the patient appear in the Encounters section.
  6. Select the Insurance tab and then select the encounter from the Encounters section.
  7. Right-click the selected insurance, and then select Open.
    The Insurance Maintenance window opens.
  8. Select the Benefits Info tab and then select the Eligibility and Benefits tab.
  9. To view existing benefit information, select open menu and then select New or Open.
    The Eligibility and Benefit Maintenance window opens.
    Eligibilty and Benefit Information Window

  10. Select open menu , and then select one of the following:
    • To open the Encounter Lookup window and open an existing encounter or link a new encounter to the financial information, select Open Existing Encounters.
    • To remove the link to the encounter displayed in the Encounter Number field, select Clear Encounter.
  11. Select OK.
Add Benefit Information to Patient Insurance