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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.
Modify an Insurance Referral
Help Guide for NextGen® Enterprise PM 8
Delete an Insurance Referral
From the Ins/Diag tab, highlight the referral to be deleted. Right-click and select Delete Referral. The following prompt displays: Confirm delete of the referral code [nnn]. To delete the referral, select OK. The referral is deleted. Parent topic: Add or Modify an Insurance Referral
Help Guide for NextGen® Enterprise PM 8
Add an Isurance Referral
From the Ins/Diag tab, select the insurance for which a referral is to be added. Right-click and select New Referral from the menu. The Referral Code Tracking window opens. In the Referral Mode section, select one of the following: Encounter Mode: Select this button if the referral is approved for a specific number of encounters. This button is selected by default. Units Mode: Select this button if the referral is approved for a specific number of charge units. In the Referral Code field, enter the referral number obtained from the insurance company. This field is required. In the Effective Date field, enter the start date for the referral. This field is required. In the Expiration Date field, enter the end date for the referral. This field is required. In the Nbr Encounters field enter the number of encounters approved for the referral. This field is not available for Units Mode referrals. The Used field displays 0. The number increments by 1 each time the referral is linked to an enc
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
Modify an Insurance Authorization
From the Ins/Diag tab, select the authorization to be modified. Right-click and select Open Authorization. The Authorization Code Tracking window opens. Modify the authorization information as needed. To save changes and close the window, select OK. The authorization modifications are saved. Parent topic: Add or Modify an Insurance Authorization
Help Guide for NextGen® Enterprise PM 8
Modify Insurance Referrals
Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the appointment. The Edit Appointment window opens. From the Ins/Diag tab, select the referral to be modified. Right-click and select Open Referral. The Referral Code Tracking window opens. Modify the referral information as needed. Select OK. The referral modifications are saved. Parent topic: Add or Modify an Insurance Referral
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
