Eligibility Manager Eligibility Graph

Help Guide for NextGen® Enterprise PM 8

Transaction Dates

You can search for transactions up to 62 days from the current date. You can also select the Date Range fields to enable them. Selecting any colored portion of a bar changes what appears. 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

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

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. 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

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

Eligibility Manager Eligibility Graph

Recommendations

Transaction Dates

Print from Eligibility Manager

Eligibility Verification from Eligibility Manager

Create a Task from Eligibility Verification Manager

Generate Eligibility Report from Eligibility Manager

View Eligibility Response