Insurance/Diagnosis Tab

Help Guide for NextGen® Enterprise PM 8

Patient Tab

The Patient tab on the Add/Edit Appointment window is the default tab. It displays demographics and other appointment related information such as encounter number/date and rendering/referring physicians. The patient’s demographics information can be modified by selecting the Open Menu button and selecting Lookup from the menu. Parent topic: Appointment Information

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Insurance Referral

A Referral for an insurance can be added, updated or deleted from the Ins/Diag tab of the Add/Edit Appointment window. Add an Isurance Referral Modify an Insurance Referral Delete an Insurance Referral Parent topic: Insurance/Diagnosis Tab

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Insurance Authorization

An Authorization for an insurance can be added, updated or deleted from the Ins/Diag tab of the Add/Edit Appointment window. Add an Insurance Authorization Modify an Insurance Authorization Delete an Insurance Authorization Parent topic: Insurance/Diagnosis Tab

Help Guide for NextGen® Enterprise PM 8

Appointment Information

This section provides additional information about the Add/Edit Appointment window. Patient Tab History Tab Recall/Waitlist Tab UDF Tab Insurance/Diagnosis Tab You can manage patient insurance and diagnosis details in the appointment window for streamlined administration. Tasks/Providers Tab Note Tab Marketing Tab Guidelines Tab Reminders Tab Parent topic: Appointments

Help Guide for NextGen® Enterprise PM 8

Access Authorization from Modify Patient Information Window

Access the Modify Patient Information window. In the Available Insurance section, select an insurance. Do one of the following: select Open Menu and then select Authorization. Right-click and then select Authorization. The Authorization Listing window opens. Authorization Listing window Parent topic: Access Authorizations for a Patient's Insurance

Help Guide for NextGen® Enterprise PM 8

Modify an Insurance Referral

From the Ins/Diag tab, highlight the referral to be modified. Right-click and select Open Referral. The Referral Code Tracking window opens. Modify the referral information as needed. To save changes and close the window, select OK. The referral modifications are saved. Parent topic: Add or Modify an Insurance Referral

Insurance/Diagnosis Tab

Recommendations

Patient Tab

Add or Modify an Insurance Referral

Add or Modify an Insurance Authorization

Appointment Information

Access Authorization from Modify Patient Information Window

Modify an Insurance Referral

Patient Tab

Add or Modify an Insurance Referral

Add or Modify an Insurance Authorization

Appointment Information

Access Authorization from Modify Patient Information Window

Modify an Insurance Referral