Delete a Service Unit Authorization

Help Guide for NextGen® Enterprise PM 8

Add or Modify Service Unit Authorization

Access authorizations for a patient's insurance. The Authorization Listing window opens. To add a service unit authorization, select open menu and then select New > Service Unit Authorization. The Service Unit Limitation Maintenance window opens. Do the following: Enter a description for the service unit authorization. Enter the authorization code obtained from the payer. Point to the Information to view tool tip information stating that the authorization code is for tracking purposes only and is not sent on claims. Enter the start and end date for the authorization. Enter the date when the patients needs and strengths were last assessed. Select a service package for the authorization. Note: The Add On Packages field is disabled for a new authorization. The Level of Need field and the Adult or Child options are updated from the selected package. These fields cannot be modified. The Service Configurations section lists all the configurations within the selected package. For information

Help Guide for NextGen® Enterprise PM 8

Enter a Custom Max and Duration for a Service Configuration

After a service unit Authorization has been entered and saved for a patients insurance, the default Max and Duration values can be modified for a specific service configuration, if required. For example, the payer has authorized additional service units or days for the patient. Access authorizations for a patient's insurance. The Authorization Listing window opens. From the list, select a service unit authorization to be modified, and then select open menu and select Open. The Service Unit Limitation Maintenance window opens. In the Update Custom Service Configurations section, do the following: In the Service Configurations field, select the configuration for which you want to update Custom Max and Custom Duration. Select the Update Custom option. This option is selected by default. In the Custom Max field, enter a value between 1 and 9999 to override the default Max value. In the Custom Duration Days field, enter a value between 1 and 365 to override the default Duration value. Selec

Help Guide for NextGen® Enterprise PM 8

Remove a Custom Max and Duration for a Service Configuration

After a service configuration has been updated with Custom Max and Custom Duration values, the custom values can be removed, if required. For example, if you have updated the wrong service configuration with custom values, or you have updated the correct service configuration but with incorrect custom values. Access authorizations for a patient's insurance. The Authorization Listing window opens. From the list, select a service unit authorization to be modified, and then select open menu and select Open. The Service Unit Limitation Maintenance window opens. In the Update Custom Service Configurations section, do the following: In the Service Configurations field, select the configuration for which you want to remove the Custom Max and Custom Duration values. Select the Remove Custom option. To remove the custom values for the selected configuration, select Delete. The Custom Max and Custom Duration values are removed and are no longer displayed in the Service Configurations section. Pa

Help Guide for NextGen® Enterprise PM 8

Access Authorizations for a Patient's Insurance

You can access authorizations for a patient's insurance from the following areas in NextGen® Enterprise PM: Modify Patient Information window Insurance sub-tab Case Management sub-tab Encounter Insurance Selection window Insurance Maintenance window Access Authorization from Modify Patient Information Window Access Authorization from Insurance Sub-Tab Access Authorization from Case Management Sub-Tab Access Authorization from Encounter Insurance Selection Window Access Authorization from Insurance Maintenance Window Parent topic: Service Unit Authorizations

Help Guide for NextGen® Enterprise PM 8

Service Unit Authorizations

When a payer authorizes a service package with unit limitations for a patient, and those packaged services may be rendered within a date range defined by the payer, you can enter the authorization in NextGen® Enterprise PM as a Service Unit Authorization. Note: Service Unit Authorizations are available only if a Service Package Library is selected in Practice Preferences > Libraries. For more information on Encounter Mode and Units Mode authorizations, refer to the Encounter Maintenance User Guide for NextGen® Enterprise PM. Access Authorizations for a Patient's Insurance Add or Modify Service Unit Authorization You can add or modify a service unit authorization. Delete a Service Unit Authorization Parent topic: Working with Service Packages in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Delete an Insurance Authorization

From the Ins/Diag tab, select the authorization to be deleted. Right-click and select Delete Authorization. The following prompt displays: Confirm delete of the authorization code [nnn]. To delete the authorization, select OK. The authorization is deleted. Parent topic: Add or Modify an Insurance Authorization

Delete a Service Unit Authorization

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