NextGen Knowledge Center

Run an Eligibility Batch Manually

This type of select-and-submit batch submission is a NextGen® Eligibility Verification Batch. (Long-time RTS users may know this as a pseudo-batch.)

  1. In NextGen® Enterprise PM, select Tasks > Lookup, > Appointments.
    The Appointment Lookup window opens depending on whether you are submitting the inquiry from an appointment.
  2. Enter the search criteria and select Find.
  3. Select the appointments for the patients that you want to include in your batch submission.
    You must select more than one appointment from the list for batch processing.
  4. Right-click a patient and select Eligibility Verification and then select Submit.

    The Eligibility Verification Batch Request window opens.

  5. Uncheck the Submit in Batch Mode to queue and process one at a time. You get your result in real time. The amount of time it takes to complete is based on the number of appointments.
  6. Select OK.
    The Eligibility Submit report appears.
    This report displays the submitted inquiries and the status of the submission. For transactions not submitted successfully, the status is Unable to Submit. For unsuccessful submissions, the report provides the reason for the failure. Use the Error Description and Error Location columns to determine why an error occurred and where a correction is needed.
  7. Select to exit from the report.