Attach 277 Claim Status Note to Encounter

Help Guide for NextGen® Enterprise PM 8

Submit New Referral Inquiry

To submit a New Referral Inquiry: Right-click and select New Referral from one of the defined access paths. The New Referral Entry appears. Complete the following required fields: Replace with table Patient Insurances Requesting Physician Referred To Entity Type Place of Service Complete the optional fields: Requesting Location (leave blank) Code Qualifier (leave blank) ID Code (leave blank) Reference Code Qualifier (leave blank) CPT4 ICD-CM Reference ID Code (leave blank) Number of Encounters Notes (not sent to payer but displays on response - 255-character limit) Select OK. The inquiry is now being processed. The Progress bar appears under Ready to Submit. When the submission is complete, the system displays the response in the Referral Result window. To print a copy of the eligibility response for your records, select the print option. Select Close. Note: Each time an inquiry is submitted and a response is received, a significant event is logged. When a response is received, a chart

Help Guide for NextGen® Enterprise PM 8

Attach 277 Claim Status Note to Encounter

This feature provides usability improvements to notes generated by the Claim Status and Eligibility Verification Claim Status (277) transactions. The claim status notes display at the encounter level instead of the chart level, allowing for greater visibility and improved workflow during follow up. To use this feature, you must enable it from Practice Preferences > Claims. Note: If your practice upgraded from a previous version, this setting displays upon upgrade to 5.9.1 or later. If you want to store claim status notes at the encounter level you must enable this setting in Practice Preferences > Claims. Parent topic: Referral Inquiries and Histories

Help Guide for NextGen® Enterprise PM 8

View Claim Status Results on the Patient Chart

Quicknotes are automatically added to the patient chart when the claim status is run. You can track and view solicited and unsolicited claim status results from the claim status import in a quicknote, which is attached to an encounter. Quicknotes are only created if the referenced 277 finds the encounter ID and the patient ID. Open the patient chart and select the Clinical History/Notes tab. The Clinical History/Notes window appears the Topics section on the left and the Description section on the right. In the Topics section, expand the Notes folder under the Chart Notes folder. Double-click on the note you want to access or right-click and select Open from the shortcut menu. The Quicknote window appears. Parent topic: 277 File

Help Guide for NextGen® Enterprise PM 8

View Claim Status Results on the Patient Chart

Quicknotes are automatically added to the patient chart when the claim status is run. You can track and view solicited and unsolicited claim status results from the claim status import in a quicknote, which is attached to an encounter. Quicknotes are only created if the referenced 277 finds the encounter ID and the patient ID. Open the patient chart and select the Clinical History/Notes tab. The Clinical History/Notes window appears the Topics section on the left and the Description section on the right. In the Topics section, expand the Notes folder under the Chart Notes folder. Double-click on the note you want to access or right-click and select Open from the shortcut menu. The Quicknote window appears. Parent topic: 277 File

Help Guide for NextGen® Enterprise PM 8

View Claim Status Information on the QuickNote

Quicknotes are automatically added to the patient chart when a claim status is run. You can view solicited and unsolicited claim status results from the claim status batch in the quicknote attached to an encounter. Quicknotes are created only if the referenced 277 file finds the encounter ID and patient ID. Open a patient chart and select the Clinical History/Notes tab. In the Topics section, expand the Notes folder under the Chart Notes. Double-click the desired note. Alternatively, right-click the note and select Open. TheQuicknote window opens displaying the claim status information such as Patient Name, Encounter Number, Claim Number, Status Category Code, Status Code, Claim Payment Amount, and Message. Parent topic: Claim Status

Help Guide for NextGen® Enterprise PM 8

View Claim Status Information on the QuickNote

Quicknotes are automatically added to the patient chart when a claim status is run. You can view solicited and unsolicited claim status results from the claim status batch in the quicknote attached to an encounter. Quicknotes are created only if the referenced 277 file finds the encounter ID and patient ID. Open a patient chart and select the Clinical History/Notes tab. In the Topics section, expand the Notes folder under the Chart Notes. Double-click the desired note. Alternatively, right-click the note and select Open. TheQuicknote window opens displaying the claim status information such as Patient Name, Encounter Number, Claim Number, Status Category Code, Status Code, Claim Payment Amount, and Message. Parent topic: Claim Status

Attach 277 Claim Status Note to Encounter

Recommendations

Submit New Referral Inquiry

Attach 277 Claim Status Note to Encounter

View Claim Status Results on the Patient Chart

View Claim Status Results on the Patient Chart

View Claim Status Information on the QuickNote

View Claim Status Information on the QuickNote

Attach 277 Claim Status Note to Encounter

Submit New Referral Inquiry

Attach 277 Claim Status Note to Encounter

View Claim Status Results on the Patient Chart

View Claim Status Results on the Patient Chart

View Claim Status Information on the QuickNote

View Claim Status Information on the QuickNote