Printing Insurance Cards

Help Guide for NextGen® Enterprise PM 8

Printing Patient Data Sheets

The data sheet includes demographic, responsible party (guarantor), primary insurance and secondary insurance information for the patient. You can use the Patient Data Sheet as an intake form to update the patient's demographic and financial information. There are two forms available: Patient Data Sheet and Patient Data Sheet Detail. The detail version of the form includes additional patient information that is not included on the other form. Patient Data Sheets can be printed from the following areas in NextGen® Enterprise PM: File Menu (blank forms only) Appointment Book Appointment Lookup Patient Chart > Encounters Tab Encounter Lookup Print a Blank Patient Data Sheet A blank Patient Data Sheet can be printed without patient-specific information. Print a Patient Data Sheet from the Appointment Book A Patient Data Sheet can be printed from a patient's appointment in the Appointment Book. Print Patient Data Sheets from Appointment Lookup Patient Data Sheets can be printed for one or m

Help Guide for NextGen® Enterprise PM 8

Printing Fee Tickets

A Fee Ticket is a form than can be printed and given to the provider to document diagnosis codes and procedure codes for a patient's encounter. The form can then be used as the source document for entering charges on the encounter. Fee Tickets can be printed from the following areas in NextGen® Enterprise PM: File Menu (blank forms only) Appointment Book Appointment Lookup Patient Chart > Encounters Tab Encounter Lookup Note: A Fee Ticket that is printed from an appointment before the appointment is checked-in and linked to an encounter does not include the encounter number in the header section. Print a Blank Fee Ticket A blank Fee Ticket can be printed without patient-specific information. Print a Fee Ticket from the Appointment Book Print Fee Tickets from Appointment Lookup Print a Fee Ticket from the Patient Chart Print Fee Tickets from Encounter Lookup Parent topic: Forms and Labels Parent topic: Printing from Appointments

Help Guide for NextGen® Enterprise PM 8

Printing Insurance Cards

The scanned image of an insurance card can be printed directly from the patient's appointment in the Appointment Book. The appointment must have an encounter linked to it, and one or more insurances must be attached to the encounter. Only those insurances with a scanned card image can be selected for printing. The scanned image of both the front and back of the card print on a single page. There is no option to preview the card prior to printing. The Print > Insurance Cards menu option is available from the following areas in NextGen® Enterprise PM: Appointment Book Appointment Lookup Patient Chart > Encounters Tab Encounter Lookup Print an Insurance Card from the Appointment Book Parent topic: Printing from Appointments

Help Guide for NextGen® Enterprise PM 8

Print an Insurance Card from the Appointment Book

Access the Appointment Book. Locate and select the desired appointment. Right-click and select Print, and then Insurance Cards. Select the insurance for which the card is to be printed. The Print window opens. Select the desired printer. Select OK. Parent topic: Printing Insurance Cards

Help Guide for NextGen® Enterprise PM 8

Printing from Appointments

The following items can be printed from either the Appointment Book or the Appointment Lookup window in NextGen® Enterprise PM. Insurance Card Fee Tickets Patient Data Sheets Printing Insurance Cards Printing Fee Tickets A Fee Ticket is a form than can be printed and given to the provider to document diagnosis codes and procedure codes for a patient's encounter. Printing Patient Data Sheets A blank Fee Ticket can be printed without patient-specific information. Parent topic: Appointments

Help Guide for NextGen® Enterprise PM 8

Print an Insurance Card from the Appointment Book

Access the Appointment Book. Locate and select the desired appointment. Right-click and select Print, and then Insurance Cards. Select the insurance for which the card is to be printed. The Print window opens. Select the desired printer. Select OK. Parent topic: Printing Insurance Cards

Printing Insurance Cards

Recommendations

Printing Patient Data Sheets

Printing Fee Tickets

Printing Insurance Cards

Print an Insurance Card from the Appointment Book

Printing from Appointments

Print an Insurance Card from the Appointment Book

Printing Insurance Cards

Printing Patient Data Sheets

Printing Fee Tickets

Printing Insurance Cards

Print an Insurance Card from the Appointment Book

Printing from Appointments

Print an Insurance Card from the Appointment Book