NextGen Knowledge Center

Set Preferences to Search for Coinsurance in All the Sources

If you are an administrator, you can set preferences to fetch the coinsurance amount from real-time transaction, transaction details, and contract library. You can set the sequence of sources for fetching the coinsurance amount.

  1. Open NextGen® Enterprise PM.
  2. From the Admin menu, select Preferences > Practice.
    The Practice Preferences window opens.
  3. Select Pre-Services in the preference list, and then select the Search for Coinsurance tab.
  4. Select All as the source of the coinsurance amount.
  5. Select the sources in your preferred sequence for searching the coinsurance amount.
    If you select Transaction Details as first or second preference, a message appears with information that when transaction history is selected, the system overrides coinsurance amounts in the contract library.
  6. Select OK.
  7. To set the date range, select the period from the list, and the start and end dates.
    The date range is required to search through the previous transaction details.
  8. Select OK.