Adjust the Primary Payer Authorization Number for a Case

Help Guide for NextGen® Enterprise PM 8

Adjust the Case Reference Number for a Primary Payer

Access an existing case and then select the Financial tab. Select Primary Payer Ref Number. The Referral Listing window opens. Select the open menu icon and then select New. The Referral Code Tracking window opens. Enter the following required fields: Referral Code Effective Date Expiration Date Select OK. Parent topic: Add Payers and Guarantors to a Case on the Financial Tab

Help Guide for NextGen® Enterprise PM 8

Attach Authorizations to a Case

Access an existing case and select the Financial tab. Right-click on the payer and select Authorizations from the shortcut menu. Note: If a payer is not attached to the case, you must attach one. Authorization Listing window opens. Select the open menu icon and then select New. The Authorization Code Tracking window opens. Complete the following authorization fields as needed: Authorization Code Effective Date Expiration Date Nbr Encounters - Complete this field to ensure the authorization is attached to an encounter associated with the case. Select OK. Parent topic: Add Payers and Guarantors to a Case on the Financial Tab

Help Guide for NextGen® Enterprise PM 8

Add Payers and Guarantors to a Case on the Financial Tab

To set up payers and guarantors for a case, access the Financial tab. Access the desired case. Select the Financial tab. Select the patient's Employer. Select whether condition for this Case is related to the patient's employment. Enter any Employer Notes. Select the Guarantor for the Case. If needed, perform a search for a person or an employer. Select the Payers for this Case. Select the open menu icon. The Case Insurance Selection window opens. Select the pertinent Payers. Select OK. CAUTION: All of the Encounters attached to the Case must contain the same Payer as the selected Case. Once you have set up Case Payer, you are able to select Available Encounters and set up Synchronizing Encounters to a Case. If necessary, set up the payer authorization information. If necessary, set up the primary payer authorization number. If necessary, set up the primary payer reference number. If necessary, enter the Primary Payer Property/Casualty Number. If necessary, enter worker's compensation,

Help Guide for NextGen® Enterprise PM 8

Access Authorization from Case Management Sub-Tab

Access the Patient Chart. Select the Patient Information tab and then the Case Management sub-tab. Select and open a case. The Case Management window opens. Select the Financial tab. In the Payers for this Case section, select an insurance. Do one of the following: Select Open Menu and then select Authorizations. Right-click and then select Authorizations. The Authorization Listing window opens. Parent topic: Access Authorizations for a Patient's Insurance

Help Guide for NextGen® Enterprise PM 8

Access Authorization from Case Management Sub-Tab

Access the Patient Chart. Select the Patient Information tab and then the Case Management sub-tab. Select and open a case. The Case Management window opens. Select the Financial tab. In the Payers for this Case section, select an insurance. Do one of the following: Select Open Menu and then select Authorizations. Right-click and then select Authorizations. The Authorization Listing window opens. Parent topic: Access Authorizations for a Patient's Insurance

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

Adjust the Primary Payer Authorization Number for a Case

Recommendations

Adjust the Case Reference Number for a Primary Payer

Attach Authorizations to a Case

Add Payers and Guarantors to a Case on the Financial Tab

Access Authorization from Case Management Sub-Tab

Access Authorization from Case Management Sub-Tab

Modify an Insurance Authorization

Adjust the Primary Payer Authorization Number for a Case

Adjust the Case Reference Number for a Primary Payer

Attach Authorizations to a Case

Add Payers and Guarantors to a Case on the Financial Tab

Access Authorization from Case Management Sub-Tab

Access Authorization from Case Management Sub-Tab

Modify an Insurance Authorization