Add or Modify an Insurance Authorization

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Insurance Referral

A Referral for an insurance can be added, updated or deleted from the Ins/Diag tab of the Add/Edit Appointment window. Add an Isurance Referral Modify an Insurance Referral Delete an Insurance Referral Parent topic: Insurance/Diagnosis Tab

Help Guide for NextGen® Enterprise PM 8

Modify an Insurance Authorization

From the Ins/Diag tab, select the authorization to be modified. Right-click and select Open Authorization. The Authorization Code Tracking window opens. Modify the authorization information as needed. To save changes and close the window, select OK. The authorization modifications are saved. Parent topic: Add or Modify an Insurance Authorization

Help Guide for NextGen® Enterprise PM 8

Delete an Insurance Authorization

From the Ins/Diag tab, select the authorization to be deleted. Right-click and select Delete Authorization. The following prompt displays: Confirm delete of the authorization code [nnn]. To delete the authorization, select OK. The authorization is deleted. Parent topic: Add or Modify an Insurance Authorization

Help Guide for NextGen® Enterprise PM 8

Insurance/Diagnosis Tab

The Insurance/Diagnosis tab on the Add/Edit Appointment window displays insurance and ICD information for the patient. The Appointment Insurance section displays insurances linked to the appointment. Authorizations and/or referrals numbers are listed below each insurance, if applicable. The ICD-CM section displays a listing of ICD codes linked to the current open appointment, if applicable. Add or Modify an Insurance Authorization Add or Modify an Insurance Referral Parent topic: Appointment Information

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Insurance Authorization

An Authorization for an insurance can be added, updated or deleted from the Ins/Diag tab of the Add/Edit Appointment window. Add an Insurance Authorization You can add insurance authorization in NextGen Enterprise PM using the Appointment Book. Modify an Insurance Authorization You can modify insurance authorization in NextGen Enterprise PM using the Appointment Book. Delete an Insurance Authorization You can delete insurance authorization in NextGen Enterprise PM using the Appointment Book. Parent topic: Insurance/Diagnosis Tab

Help Guide for NextGen® Enterprise PM 8

Modify an Insurance Authorization

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the appointment. The Edit Appointment window opens. From the Ins/Diag tab, select the authorization to be modified. Right-click and select Open Authorization. The Authorization Code Tracking window opens. Modify the authorization information as needed. To save changes and close the window, select OK. The authorization modifications are saved. Parent topic: Add or Modify an Insurance Authorization

Add or Modify an Insurance Authorization

Recommendations

Add or Modify an Insurance Referral

Modify an Insurance Authorization

Delete an Insurance Authorization

Insurance/Diagnosis Tab

Add or Modify an Insurance Authorization

Modify an Insurance Authorization

Add or Modify an Insurance Authorization

Add or Modify an Insurance Referral

Modify an Insurance Authorization

Delete an Insurance Authorization

Insurance/Diagnosis Tab

Add or Modify an Insurance Authorization

Modify an Insurance Authorization