NextGen Knowledge Center

Reorder Encounter Insurances using Balance Control

When the wrong insurance is attached to an encounter, or the correct insurance is attached to an encounter but in the wrong order, the incorrect insurance can be billed. You can use Balance Control to reorder encounter insurances, so the correct insurance is billed.

To reorder encounter insurances using balance control, do the following:

  1. Open NextGen® Enterprise PM.
  2. Select Charges.
    The Charge Posting window opens.
  3. Select the desired patient and encounter, and then select the Balance Control icon.
    The Balance Control window opens.
  4. Select the payer to be reordered.
  5. Do one of the following:
    • Select the blue down arrow button to move the payer to a lower order.
    • Select the blue up arrow button to move the payer to a higher order.
    A confirmation message appears stating that the insurance amount follows payer to the next selected bucket.
  6. Do one of the following:
    • Select No to leave the charge balances in the current Ins Amt bucket.
    • Select Yes to move the charge balances out of the current Ins Amt bucket.
  7. To flag charges to be rebilled, select R (Release to Bill).
  8. Click OK.

Example

If two insurances are attached to the encounter in the wrong order with Anthem as primary and Cigna as secondary. Cigna should be the primary insurance, the up arrow button is selected to move Cigna up from the secondary position to the primary position. A message appears confirming that do you want the insurance amounts to follow Cigna payer to the next selected bucket.
  • Selecting No leaves the charge balances in the Ins1 Amt bucket which is now Cigna.
  • Selecting Yes moves the charge balances from Ins1 Amt to Ins2 Amt, that is from Cigna to Anthem.