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.
Recommendations
Help Guide for NextGen® Enterprise PM 8
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 TabAdd or Modify an Insurance Referral
Help Guide for NextGen® Enterprise PM 8
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 AuthorizationModify an Insurance Authorization
Help Guide for NextGen® Enterprise PM 8
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 AuthorizationDelete an Insurance Authorization
Help Guide for NextGen® Enterprise PM 8
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 InformationInsurance/Diagnosis Tab
Help Guide for NextGen® Enterprise PM 8
From the Ins/Diag tab, select the insurance for which an authorization is to be added. Right-click and select New Authorization from the menu. The Authorization Code Tracking window opens. In the Authorization Mode section, select one of the following: Encounter Mode: Select this button if the authorization is approved for a specific number of encounters. This button is selected by default. Units Mode: Select this button if the authorization is approved for a specific number of charge units. If the authorization is for tracking proposes only and should not be included on claims, select the Tracking Only - Do not send on claim check box. In the Authorization Code field, enter the authorization number obtained from the insurance company. This field is required. In the Effective Date field, enter the start date for the authorization. This field is required. In the Expiration Date field, enter the end date for the authorization. This field is required. In the Nbr Encounters field enter theAdd an Insurance Authorization
Help Guide for NextGen® Enterprise PM 8
Access the Modify Patient Information window. In the Available 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. Authorization Listing window Parent topic: Access Authorizations for a Patient's Insurance