Eligibility and Benefit Records Report

Help Guide for NextGen® Enterprise PM 8

Financial Information Records Report

The Financial Information Records report identifies financial information 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 Financial Information 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 a Financial Record to a Practice Financial Information Records Report Columns Parent topic: Unassigned Benefit Info Records Reports

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

Help Guide for NextGen® Enterprise PM 8

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. Parent topic: Eligibility and Benefit Records Report

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

Eligibility Verification Benefit Report

The Eligibility Verification Benefit report is available if your system is licensed for NextGen Eligibility Verification. You can use the report to view benefit information returned by payers for patients that had an eligibility request submitted from NextGen® Enterprise PM. For more information, go to the NextGen Healthcare Success Community and download the User Guide for NextGen® Eligibility Verification Report configuration and filter options include Request Date, Response Date, Service Type, Insurance Type, and Payer. To access the report in NextGen® Enterprise PM, select Reports > General and then select Eligibility Verification Benefit. Note: This report uses enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM . Parent topic: General Reports

Help Guide for NextGen® Enterprise PM 8

Eligibility Verification Status Report

The Eligibility Verification Status report is available if your system is licensed for NextGen® Eligibility Verification. You can use the report to view status information returned by payers for patients that had an eligibility request submitted from NextGen® Enterprise PM. For more information, go to the NextGen Healthcare Success Community and download the User Guide for NextGen® Eligibility Verification Report configuration and filter options include Request Date, Appointment Date, Appointment Status,Encounter Status,Encounter Create Date, and Service Type. To access the report in NextGen® Enterprise PM, select the Reports menu and select General and then select Eligibility Verification Status. Note: This report uses enhanced reporting functionality. For more information, see Enhanced Reports in NextGen® Enterprise PM . Parent topic: General Reports

Eligibility and Benefit Records Report

Recommendations

Financial Information Records Report

Unassigned Benefit Info Records Reports

Assign an Eligibility or Benefit Record to a Practice

Eligibility and Benefit Records Report Columns

Eligibility Verification Benefit Report

Eligibility Verification Status Report

Financial Information Records Report

Unassigned Benefit Info Records Reports

Assign an Eligibility or Benefit Record to a Practice

Eligibility and Benefit Records Report Columns

Eligibility Verification Benefit Report

Eligibility Verification Status Report