Add or Modify an Insurance Referral

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 Modify an Insurance Authorization Delete an Insurance Authorization Parent topic: Insurance/Diagnosis Tab

Help Guide for NextGen® Enterprise PM 8

Modify an Insurance Referral

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

Help Guide for NextGen® Enterprise PM 8

Delete an Insurance Referral

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

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 an Isurance Referral

From the Ins/Diag tab, select the insurance for which a referral is to be added. Right-click and select New Referral from the menu. The Referral Code Tracking window opens. In the Referral Mode section, select one of the following: Encounter Mode: Select this button if the referral is approved for a specific number of encounters. This button is selected by default. Units Mode: Select this button if the referral is approved for a specific number of charge units. In the Referral Code field, enter the referral number obtained from the insurance company. This field is required. In the Effective Date field, enter the start date for the referral. This field is required. In the Expiration Date field, enter the end date for the referral. This field is required. In the Nbr Encounters field enter the number of encounters approved for the referral. This field is not available for Units Mode referrals. The Used field displays 0. The number increments by 1 each time the referral is linked to an enc

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

Add or Modify an Insurance Referral

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Add or Modify an Insurance Authorization

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Insurance/Diagnosis Tab

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Add or Modify an Insurance Referral

Add or Modify an Insurance Authorization

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Insurance/Diagnosis Tab

Add an Isurance Referral

Modify an Insurance Authorization