Add Insurance to Encounters

Help Guide for NextGen® Enterprise PM 8

Delete Insurance from the Patient Chart

You can delete an insurance for a patient from the patient's chart. A few things to remember: If a patient is checked in, the insurance is attached to the encounter. If no charges have been created, you can delete the payer and add the correct one. If the claim is created, you can delete all charge lines and then delete the payer and add the correct one. If the encounter has been billed, you must go to balance control and make the amount $0.00 for each charge line for the Ins1column. You can then delete the payer and add the correct one. To delete the insurance from the patient chart, do the following: On the main toolbar, select the chart icon. The Patient Lookup window appears. Locate the appropriate patient. The patient chart displays. Select the Encounter tab and then the Insurance tab. From the Encounter section, select the appropriate encounter. In the Encounter Insurance section, right-click on the payer and select Delete. A confirmation prompts displays. Select OK. Parent topic

Help Guide for NextGen® Enterprise PM 8

Add Insurance to Multiple Self-Pay Encounters

From the Encounter Insurance Selection window, after you add an insurance to a self-pay encounter and select OK, the Attach [Insurance] to Multiple Encounters window opens and lists other self-pay encounters for the patient. Only those encounters that meet the following criteria are listed: The encounters must be self-pay with no insurance attached. The billable date on the self-pay encounters must fall within the effective and expiration dates of the insurance. The encounters must have the status of unbilled, billed, or rebill. Access the patient chart. Select the Encounters tab. From the Encounters list, select a self-pay encounter. Right-click and select Add Insurance. The Encounter Insurance Selection window opens. From the Insurance Listing section on the left, add one or more insurances to the Selected Insurance section on the right. To save changes and close the window, select OK. The Attach [Insurance] to Multiple Encounters window opens. Other self-pay encounters for the patie

Help Guide for NextGen® Enterprise PM 8

Encounter Insurance Selection Window

The window also provides you with a pushpin icon to indicate that data exists for a category and provides you with easy access to the Insurance Maintenance window. Also, you can perform the following actions: Access a right-click menu with options for sizing columns and selecting columns to display on the window. Select the pushpin icon to access the Insurance Maintenance window and view, add, or modify information to the category. Hover over the column header to view information such as patient name, DOB, effective date, expiration date, encounters remaining, and status. Select on a column to access the corresponding tab on the Insurance Maintenance window. For example, if a pushpin icon is not present in the Card column, a select in the column will take you directly to the Ins Cards tab of the Insurance Maintenance window. Resize, move, and remove columns from the window Add Insurance to Encounters You can add one or more insurances to an encounter for billing purposes. Add Insurance

NextGen® Enterprise EHR Help

Assign Insurance to an Encounter

You can assign insurance to an unlocked encounter. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an encounter, select Encounter Options, and then select Encounter Level Insurance.The Encounter Insurance Selection window opens. The top pane lists the patient available and selected insurance. The bottom pane lists significant events by date and time and creator. If there are multiple significant events, you can select the Date/Time arrow to sort the events in ascending or descending chronological order. To assign insurance to the encounter, do the following: In the Available Insurance section, select the insurance to attach to the encounter. Select the right-arrow button to move insurance to the Selected Insurance section. If there is more than one payer, attach each payer to the encounter in the following order for billing: Primary Secondary Tertiary Note: If an insurance has expired, a warning message appears when yo

Help Guide for NextGen® Enterprise PM 8

Add Benefit Information to Patient Insurance

You can record annual and lifetime benefit information to help determine patient responsibility. 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 then select Find. Patient records that match the search criteriaa ppear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select the Encounters tab. The encounters associated with the patient appear in the Encounters section. Select the Insurance tab and then select the encounter from the Encounters section. Right-click the selected insurance, and then select Open. The Insurance Maintenance window opens. Select the Benefits Info tab and then select the Eligibility and Benefits tab. 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 Win

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

Add Insurance to Encounters

Recommendations

Delete Insurance from the Patient Chart

Add Insurance to Multiple Self-Pay Encounters

Encounter Insurance Selection Window

Assign Insurance to an Encounter

Add Benefit Information to Patient Insurance

Add Insurance Verification Information to an Encounter

Delete Insurance from the Patient Chart

Add Insurance to Multiple Self-Pay Encounters

Encounter Insurance Selection Window

Assign Insurance to an Encounter

Add Benefit Information to Patient Insurance

Add Insurance Verification Information to an Encounter