Create a Task from Eligibility Verification Manager
Right-click any item listed in the Eligibility Verification Manager grid and select
Create Task
.
The
Add Task
window opens.
Enter the required details to create a task.
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Help Guide for NextGen® Enterprise PM 8
Eligibility Verification from Eligibility Manager
To perform an Eligibility Verification from Eligibility Verification Manager, select a patient from the Eligibility Verification Manager grid. With the patient row highlighted, right-click and then select Eligibility Verification. The Eligibility Verification window appears with the patient's name highlighted in the title bar. Parent topic: Eligibility Verification Manager
Help Guide for NextGen® Enterprise PM 8
Generate Eligibility Report from Eligibility Manager
To perform an eligibility referral report from the eligibility verification dashboard, right-click anywhere in the dashboard grid and select Eligibility Referral Report. The NextGen Report Filter appears. Use the Settings List and the available columns to create your Eligibility Referral Report. Parent topic: Eligibility Verification Manager
Help Guide for NextGen® Enterprise PM 8
Eligibility Manager Eligibility Graph
The transaction chart displays on the dashboard of the Eligibility Verification Manager window. The bar graph is a display of transactions grouped by request date. The Chart Transaction Volume allows you to chart transactions for the last 62 days. You can also select the Date Range fields to enable them. A legend in the right of the chart explains the meaning of each color in the chart. Parent topic: Eligibility Verification Manager
Help Guide for NextGen® Enterprise PM 8
Print from Eligibility Manager
Right-click the chart and select Print. The chart prints in landscape mode and fits 1 page tall by 1 page wide. Right-click the grid and select Print. The grid prints in landscape mode and fits one page wide. Parent topic: Eligibility Verification Manager
Help Guide for NextGen® Enterprise PM 8
View Eligibility Response
To return to the dashboard, select the dashboard tab next to the patient's name in Eligibility Response. Double-clicking another patient's name from the dashboard grid displays that patient's eligibility response. You can open eligibility response information for multiple patients, and tab through each by selecting the patient's tab. Parent topic: Eligibility Verification Manager
Help Guide for NextGen® Enterprise PM 8
Eligibility Verification Manager
You can access Eligibility Verification Manager by selecting one of the following: Eligibility Verification Manager button Tasks menu Eligibility Verification Manager Eligibility Verification Manager Dashboard displays. Eligibility Manager Eligibility Graph You can view the Eligibility Verification Manager Dashboard from the Transaction Chart. View Eligibility Response You can double-click a patient's name displayed in the dashboard grid to view that patient's eligibility response. Create a Task from Eligibility Verification Manager You can easily create tasks from Eligibility Verification Manager. Transaction Dates The Eligibility Manager dashboard allows you to view transactions on a specific date or date range. Eligibility Verification from Eligibility Manager You can perform eligibility verification for a patient from the eligibility manager. Print from Eligibility Manager You can print the transaction chart or the dashboard grid from the Eligibility Verification Manager. Generate
