Set Up and Maintain a Taxonomy Code List

Help Guide for NextGen® Enterprise PM 8

Run a Provider Taxonomy Code Report

You can report on the taxonomy codes attached to providers by using the Taxonomy filter column on the Master File Provider Information Listing report. In File Maintenance, select Master Files - System > Providers. Select the open menu button, and select Print > All Providers. Parent topic: Taxonomy Codes Master File

Help Guide for NextGen® Enterprise PM 8

Taxonomy Codes Master File

To meet HIPAA requirements, a Taxonomy code may be required by some payers. Taxonomy codes are maintained at the Enterprise level in the Taxonomy master files and they are attached to the provider in the Provider Master. Taxonomy codes classify health care providers according to provider type or practitioner specialty in an electronic environment. The codes that: Are pre-loaded in the Taxonomy Code field in the Provider master file do not display in the Taxonomy master file, so they cannot be edited or hidden. Display in the Taxonomy master file are those that you create and can be edited or hidden. Note: The taxonomy code set is maintained by the National Uniform Claim Committee (NUCC). Refer to the http://www.nucc.org web site for information on maintaining the current taxonomy code set for your enterprise or practice. Attaching Taxonomy Codes Set Up and Maintain a Taxonomy Code List Run a Provider Taxonomy Code Report Parent topic: Setting Up Claims

File Maintenance Help for NextGen® Enterprise 8

Attach a Taxonomy Code for the Provider at the Practice Level

To attach a taxonomy code for the provider at the practice level: From the Master Files list, select System or PM > Providers. Select the provider. Select the Practice tab. Select the Rendering provider at this practice check box. Select a service location from the Service Location field, and then double-click on the applicable payer listed under Group Information. If you select the default location and a specific payer, then the code applies for this payer at all locations. If you select a specific location and the default payer, then the row applies for all payers at that location. If you select a specific location and specific payer, then the code applies only to this payer at this location. The Modify Provider Practice Payer window displays. Select the taxonomy code from the Taxonomy Code field. If you want to set taxonomy codes for specific procedure ranges, select the CPT4 Provider Nbrs button. The Valid Provider Numbers for [Payer Name] window displays. Select the Open Menu butt

File Maintenance Help for NextGen® Enterprise 8

Set Up CPT4 Codes at the Provider Master Level

To set up CPT4 codes at the provider master level: From the Master Files > System list, select Providers. Select the appropriate provider. Select the Practice tab. Select the drop-down arrow in the ServiceLocation field and select the location where the service is performed. A list of payers displays in the Group Information section. Under Group information, double-click the payer to which you want to add CPT4 codes. The Modify Provider Practice Payer window displays. Select the Open Record button next to the CPT4 Provider Nbrs field. The Valid Provider Numbers for [Payer Name] window displays. Select the Open Menu button and select New. Note: You can open and delete existing records. You can edit existing provider numbers, but you cannot edit the CPT4 code range. The Provider Number for CPT4 Range window displays. In the CPT4 field, enter the CPT4 code at the beginning of the range you want to set up. Use the to display the CPT4 Code Search window to search for a CPT4 code by code or

File Maintenance Help for NextGen® Enterprise 8

Attaching Taxonomy Codes to Groups

From the Master Files list, select Practice > Groups. Select the group. If you want to select a default taxonomy code for the group, select a code from the Taxonomy Code field. A taxonomy code added to the default location with a specific payer row applies only for that payer across all locations. The code overrides the taxonomy code at the top of the group screen for that payer. If you want to select a taxonomy code for the group at the location level: Select a service location. Then double-click a payer name in the Payer column. And then select the code from the Taxonomy Code field. A taxonomy code added to the default payer row at a specific location applies for all payers at that location. The code can also be payer-specific at a specific location. The most specific setting is always selected above the other settings. If you want to set taxonomy codes for specific procedure ranges, select the CPT4 Group Information button. The CPT4 Group Information for [Group Name] window displays

Help Guide for NextGen® Enterprise PM 8

Add a Relationship

Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the Open Menu button, and select New. The Relationship Lookup window appears. Enter the desired Search Criteria to find the relationship. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the relationship. Select New to add a person record for the relationship. The Modify Relationship Information window appears. Enter and update information for the relationship as needed. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK

Set Up and Maintain a Taxonomy Code List

Recommendations

Run a Provider Taxonomy Code Report

Taxonomy Codes Master File

Attach a Taxonomy Code for the Provider at the Practice Level

Set Up CPT4 Codes at the Provider Master Level

Attaching Taxonomy Codes to Groups

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Run a Provider Taxonomy Code Report

Taxonomy Codes Master File

Attach a Taxonomy Code for the Provider at the Practice Level

Set Up CPT4 Codes at the Provider Master Level

Attaching Taxonomy Codes to Groups

Add a Relationship