Assign an Eligibility or Benefit Record to a Practice
Run the
Eligibility and Benefit Records Report
.
From the report, hover over the desired record to access the "drill-down"
cursor.
Double-click the record.
The
Data Integrity - Unassigned Elig and Benefit Info Records
window appears.
Select one of the following
Data Integrity Options
:
Assign current practice to this record only
: Select this option to assign the practice to the selected record.
Assign current practice to all records displayed
: Select this option to assign the practice to all records on the report.
To continue, select
Assign
.
A message box appears stating, the selected records will only be viewable within this practice.
Select
Yes
. The application does the following:
The application does the following:
Assigns the current practice and enterprise ID to the record(s).
Updates modified by to the current user.
Updates the modified date to the current date.
Displays a message stating the record(s) have been updated.
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Help Guide for NextGen® Enterprise PM 8
Eligibility and Benefit Records Report
The Eligibility and Benefit Records report identifies eligibility and benefit records that have not been assigned to a Practice ID. To access the report in NextGen® Enterprise PM, select Reports > System > Data Maintenance > Unassigned Benefit Info Records and then select Eligibility Benefit Records. Note: The report is available only if the System Level Benefit Info preference is set to False in System Administrator > Universal Preferences > General Options. Assign an Eligibility or Benefit Record to a Practice Eligibility and Benefit Records Report Columns Parent topic: Unassigned Benefit Info Records Reports
Help Guide for NextGen® Enterprise PM 8
Eligibility and Benefit Records Report Columns
The following columns are available on the Eligibility and Benefit Records report: Column Name Description Data Populates From Created By Created By Modification Information Crt Dt Create Date Modification Information Insured Name Insured Name Patient Information Modified By Last user to modify Modification Information Mod Dt Last Modified Date Modification Information Pat Name Patient Name Patient Information Payer Name The name of the patient payer. Payers Master File Per Nbr Person Number Patient Information Record ID Source Number The ID of the eligibility and benefit info record in the person_payer_benefit_info table The following filters are available: Filter 1 Filter 2 Sorting Totals Practices Parent topic: Eligibility and Benefit Records Report
Help Guide for NextGen® Enterprise PM 8
Assign a Financial Record to a Practice
Run the Financial Information Records Report. From the report, hover over the desired financial information record to access the "drill-down" cursor. Double-click the record. The Data Integrity - Unassigned Financial Information Records window appears. Select one of the following Data Integrity Options: Assign current practice to this record only: Select this option to assign the practice to the selected record. Assign current practice to all records displayed: Select this option to assign the practice to all records on the report. To continue, select Assign. The financial information records are assigned to the current practice. To continue, select Assign. A message box appears stating, the selected records will only be viewable within this practice. Select Yes. The application: The application does the following: Assigns the current practice and enterprise ID to the record(s). Updates modified by to the current user. Updates the modified date to the current date. Displays a message s
Help Guide for NextGen® Enterprise PM 8
Unassigned Benefit Info Records Reports
When the system is unable to automatically assign a practice ID to a record, that record will not display on the Benefit Info window of the Insurance Maintenance when the Universal Preference > System Level Benefit Info preference is set to False. To assign a record to your practice, you can use one of the Unassigned Benefit Info Records reports. These reports are Financial Information Records and Eligibility and Benefit Records. Both reports include a drill down function that allows you to assign the current practice to a single record or to all records on the report. Assigning records to a practice can be done from the Eligibility and Benefits Records report or the Financial Information Records report found in the reports menu under System > Data Maintenance > Unassigned Benefit Info Records. Note: The Unassigned Benefit Info Records option only displays on the System reports menu when the System Level Benefit Info preference is set to False in System Administrator > Universal Prefer
File Maintenance Help for NextGen® Enterprise 8
Assign Practice Access to a Program
The Programs master file is a system-level table. Therefore, all programs can potentially be accessed by any practice in any enterprise. If your enterprise includes multiple practices, you can use the Practice Access option to define which practices have access to each program. For example, Practice A and Practice B both provide services under Program XYZ, but Practice C does not. Therefore, only Practices A and B should have access to Program XYZ. Note: Multiple practices with access to the same program share all system-level parameters defined on the program System and Clinical tabs. Each practice can define their own practice-level parameters on the program Practice tab. Access File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. From the list, select a program and then do one of the following: Select Open Menu and then select Practice Access. Right-click and then select Practice Access. The Program Master Access by Practice windo
NextGen Behavioral Health Suite Help 5.5
Reassign Providers at the Program Level
Open NextGen® Enterprise EHR. Select File > System \ Practice Template. The Select Template window opens. Select the Practice tab, and then select All. The list of practice templates appears. Select Provider Management (BH), and then select OK. Expand the Provider Caseload Reassignment panel. Provider Caseload Reassignment Panel To view the assigned patients, select the current provider To apply filters for program and location, select the options from the respective fields. To change the provider for specific patients, enter the patient details in the Patient Info section. Select Search. Patients assigned to the selected provider appear in the first grid. Move All Down is turned on to reassign all patients to another provider. To reassign all the patients to another provider, select Move All Down . To reassign specific patients to another provider, select the patient in the grid, and then select Move Single Down . To move the selected patient to the second grid immediately without usi
cursor.
