Add or Modify Service Unit Authorization

Help Guide for NextGen® Enterprise PM 8

Remove a Custom Max and Duration for a Service Configuration

After a service configuration has been updated with Custom Max and Custom Duration values, the custom values can be removed, if required. For example, if you have updated the wrong service configuration with custom values, or you have updated the correct service configuration but with incorrect custom values. Access authorizations for a patient's insurance. The Authorization Listing window opens. From the list, select a service unit authorization to be modified, and then select open menu and select Open. The Service Unit Limitation Maintenance window opens. In the Update Custom Service Configurations section, do the following: In the Service Configurations field, select the configuration for which you want to remove the Custom Max and Custom Duration values. Select the Remove Custom option. To remove the custom values for the selected configuration, select Delete. The Custom Max and Custom Duration values are removed and are no longer displayed in the Service Configurations section. Pa

Help Guide for NextGen® Enterprise PM 8

Enter a Custom Max and Duration for a Service Configuration

After a service unit Authorization has been entered and saved for a patients insurance, the default Max and Duration values can be modified for a specific service configuration, if required. For example, the payer has authorized additional service units or days for the patient. Access authorizations for a patient's insurance. The Authorization Listing window opens. From the list, select a service unit authorization to be modified, and then select open menu and select Open. The Service Unit Limitation Maintenance window opens. In the Update Custom Service Configurations section, do the following: In the Service Configurations field, select the configuration for which you want to update Custom Max and Custom Duration. Select the Update Custom option. This option is selected by default. In the Custom Max field, enter a value between 1 and 9999 to override the default Max value. In the Custom Duration Days field, enter a value between 1 and 365 to override the default Duration value. Selec

Help Guide for NextGen® Enterprise PM 8

Delete a Service Unit Authorization

A service unit authorization can be deleted, if needed. For example, if you entered an authorization under the wrong insurance for a patient, you can delete it and then add it under the correct insurance. Access authorizations for a patient's insurance. The Authorization Listing window opens. To delete a service unit authorization, select it from the list and then do one of the following: Select Open Menu and then select Delete. Right-click and then select Delete. The following prompt displays: Confirm delete of the Service Unit Authorization code [Number]? To delete the service unit authorization, select Yes. The service unit authorization is deleted and removed from the list of authorizations for the patient's insurance. Parent topic: Service Unit Authorizations

Help Guide for NextGen® Enterprise PM 8

Service Configuration Columns

The following columns are available in the Service Configurations section on the Service Unit Limitation Maintenance. Column Name Description Service Configuration Name The name of the service configuration. Custom Max The values in the Custom Max column appear only if the default Max is updated with custom values for a specific service configuration. For more information, see Enter a Custom Max and Duration for a Service Configuration. Max The maximum number of units or hours allowed for services included in the configuration. Max Type The type of maximum for services included in the configuration, either Unit or Hour. Duration The number of days allowed for services included in the configuration. If this field is blank, the configuration uses the number of days between the start date and stop date. If this field is not blank, the configuration uses the defined number of days within the start and stop date range. Custom Duration The values in the Custom Duration column appears only if

Help Guide for NextGen® Enterprise PM 8

Service Unit Authorizations

When a payer authorizes a service package with unit limitations for a patient, and those packaged services may be rendered within a date range defined by the payer, you can enter the authorization in NextGen® Enterprise PM as a Service Unit Authorization. Note: Service Unit Authorizations are available only if a Service Package Library is selected in Practice Preferences > Libraries. For more information on Encounter Mode and Units Mode authorizations, refer to the Encounter Maintenance User Guide for NextGen® Enterprise PM. Access Authorizations for a Patient's Insurance Add or Modify Service Unit Authorization You can add or modify a service unit authorization. Delete a Service Unit Authorization Parent topic: Working with Service Packages in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Add a Service Unit Detail

In File Maintenance, select Libraries, and then select Service Package. The Service Package List window opens. Double-click a service package. The Service Package Maintenance window opens. Double-click a service package configuration. The Service Package Configuration Maintenance window opens. To create a service unit detail row, select open menu and select New in the Service Unit Details section. In the Service Unit Configuration section, do the following: In the Description field, enter a free-text description for the service unit configuration. This field is required. In the Service Limit fields, enter a value between 1 and 9999 and then select either Units or Hours. The default value is 1 Unit. The number represents the maximum service limit for the CPT4/modifier combinations in the Service Detail Configuration section. In the Service Duration field, enter a value between 1 and 365. The number represents the maximum service days for the CPT4/modifier combinations in the Service Det

Add or Modify Service Unit Authorization

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Remove a Custom Max and Duration for a Service Configuration

Enter a Custom Max and Duration for a Service Configuration

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Service Configuration Columns

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Add a Service Unit Detail

Remove a Custom Max and Duration for a Service Configuration

Enter a Custom Max and Duration for a Service Configuration

Delete a Service Unit Authorization

Service Configuration Columns

Service Unit Authorizations

Add a Service Unit Detail