NextGen Knowledge Center

Create a Pre-Defined Co-Pay by Specialty

From the Insurance Maintenance window and Detail tab, pre-defined co-pays can be created for a patient's insurance that are based on provider specialty. For example:

  • Family Practice/Internal Medicine = $20.00
  • Cardiology = $40.00
  1. Once created, a pre-defined co-pay can be selected from the list in any of the co-pay amount fields on the Detail tab.
  2. If the rendering provider on the encounter has a specialty that is the same as the specialty defined within a pre-defined co-pay, then the co-pay amount automatically defaults to the Enc Co-payment field on the Detail tab.
  3. Access the Insurance Maintenance window for the patient's insurance.
  4. Select the Detail tab.
  5. In the lower-right section of the window, select the Open Menu button and then select New.
  6. If any required fields on the Detail tab have not been completed, then a prompt appears stating that all fields with Red Labels require an entry.
    The Add Payer Co-Pay Information window appears.

  7. In the Description field, enter a free-text description for the co-pay. For example, Internal Medicine. This field is required.
  8. In the Default Co-Pay Amount field, enter an amount for the specialty co-pay. The default is $0.00.
  9. In the Default this Co-Pay into the Enc Co-Pay for these Specialties field, select the appropriate specialties for the co-pay.
  10. To save changes and close the window, select OK.
    The pre-defined co-pay displays in the lower-right corner of the window and is now available for selection in any co-pay amount field.