Add or Modify Primary Credentials

Help Guide for NextGen® Enterprise PM 8

Hide Primary Credentials

A provider's primary credential can be hidden if needed, but not deleted. Access the Modify Provider Information window for a provider. Select the Credentialing tab. Primary Credentials for the provider are listed in the bottom section of the tab. To hide a primary credential, do one of the following: Select the credential from the list, and then select the Hide Primary Credential check box. Select the credential from the list, and then select Open Menu and select Hide. The following prompt displays: Confirm hide of [Credential Name]? To hide the primary credential, select Yes. The primary credential is hidden and removed from the list. To display hidden primary credentials, select the Include Hidden Primary Credentials check box. Hidden primary credentials display with the Hide icon. Parent topic: Primary Credentials

File Maintenance Help for NextGen® Enterprise 8

Add or Modify Primary Credentials

Access the Modify Provider Information window for a provider. Select the Credentialing tab. Credentials for the provider are listed in the top section of the tab and Primary Credentials are listed in the bottom section of the tab. Hover over the Information icon on the right to view tool tip information for this section. Note: The Primary Credentials section appears only when the Enable Provider Credential Billing options is enabled in Enterprise Preferences > General. In the Primary Credentials section, do one of the following: To add a primary credential, select Open Menu and select New. To modify a primary credential, select the item from the list, and then select Open Menu and select Open. The Primary Credentials window opens. In the Effective Date field, enter the date the primary credential becomes effective. This field is required, and the date must be earlier than the expiration date. In the Expiration Date field, enter the date the primary credential expires. This field is req

File Maintenance Help for NextGen® Enterprise

Add or Modify Primary Credentials

Access the Modify Provider Information window for a provider. Select the Credentialing tab. Credentials for the provider are listed in the top section of the tab and Primary Credentials are listed in the bottom section of the tab. Hover over the Information icon on the right to view tool tip information for this section. Note: The Primary Credentials section appears only when the Enable Provider Credential Billing options is enabled in Enterprise Preferences > General. In the Primary Credentials section, do one of the following: To add a primary credential, select Open Menu and select New. To modify a primary credential, select the item from the list, and then select Open Menu and select Open. The Primary Credentials window opens. In the Effective Date field, enter the date the primary credential becomes effective. This field is required, and the date must be earlier than the expiration date. In the Expiration Date field, enter the date the primary credential expires. This field is req

Help Guide for NextGen® Enterprise PM 8

Add or Modify Primary Credentials

Access the Modify Provider Information window for a provider. Select the Credentialing tab. Credentials for the provider are listed in the top section of the tab and Primary Credentials are listed in the bottom section of the tab. Hover over the Information icon on the right to view tool tip information for this section. Note: The Primary Credentials section appears only when the Enable Provider Credential Billing options is enabled in Enterprise Preferences > General. In the Primary Credentials section, do one of the following: To add a primary credential, select Open Menu and select New. To modify a primary credential, select the item from the list, and then select Open Menu and select Open. The Primary Credentials window opens. In the Effective Date field, enter the date the primary credential becomes effective. This field is required, and the date must be earlier than the expiration date. In the Expiration Date field, enter the date the primary credential expires. This field is req

Help Guide for NextGen® Enterprise PM 8

Add or Modify Provider Credentials

Access the Modify Provider Information window for a provider. Select the Credentialing tab. The appearance of the tab is based on the setting for the Enable Provider Credential Billing option in Enterprise Preferences > General. If the option is enabled, you cannot delete credentials because they are used for billing purposes, but you can hide them if needed. From the Open Menu button, a Hide or Un-Hide option is available, a Hide Provider Credential check box is available, an Include Hidden Items check box is available, and the Hide icon displays for hidden credentials. In addition, a Primary Credentials section is available at the bottom of the tab. For more information, see Primary Credentials. If the option is not enabled, you can delete credentials if needed because they are not used for billing purposes. From the Open Menu button, a Delete option is available, the Hide Provider Credential and Include Hidden Items check boxes are not available, and the Hide icon does not display.

File Maintenance Help for NextGen® Enterprise 8

Add or Modify Provider Credentials

Access the Modify Provider Information window for a provider. Select the Credentialing tab. The appearance of the tab is based on the setting for the Enable Provider Credential Billing option in Enterprise Preferences > General. If the option is enabled, you cannot delete credentials because they are used for billing purposes, but you can hide them if needed. From the Open Menu button, a Hide or Un-Hide option is available, a Hide Provider Credential check box is available, an Include Hidden Items check box is available, and the Hide icon displays for hidden credentials. In addition, a Primary Credentials section is available at the bottom of the tab. For more information, see Primary Credentials. If the option is not enabled, you can delete credentials if needed because they are not used for billing purposes. From the Open Menu button, a Delete option is available, the Hide Provider Credential and Include Hidden Items check boxes are not available, and the Hide icon does not display.

Add or Modify Primary Credentials

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