Set Up the Payer Default for Release of Information

Help Guide for NextGen® Enterprise PM 8

Set Up a Release of Information Default at the Practice Level

Do one of the following: Select the Admin menu and then select Preferences and then Practice. In File Maintenance, select Master Files - System > Practices. On the Practices List window, double-click a practice, and then select Preferences. The Practice Preferences window opens. Select the Chart Practice Preferences. Select the appropriate option from the Release of Information field. Select OK. Parent topic: Setting Up a Release of Information Default

Help Guide for NextGen® Enterprise PM 8

Setting Up a Release of Information Default

A patient's release-of-information status is claim information that may be required by some payers and is sent electronically. Although you can set Release of Information at the encounter level, you can also set a default at the practice and payer level. Practice Level The practice-level default is setup in Practice Preferences on the Chart tab. This setting will be the default for every encounter for the practice. Payer Level The payer-level default is setup in File Maintenance. acces Master Files > Payers on the System tab of the Modify Payer Information window. This setting the default when the payer is associated with an encounter. The payer-level setting overrides the practice-level setting. The default is stored in the insurance record and displays on the Patient Insurance - Encounter window. If Release of Information is not set in the Practice Preferences or in the Payers master file, then it must be set for each encounter when it is required by the payer. Set Up a Release of In

File Maintenance Help for NextGen® Enterprise 8

Set the Payer Default for Release of Information

If a Release of Information default is set in the Chart practice preferences but a payer requires a different setting, you can set a different value for the payer. The payer value overrides the value set in the Chart practice preferences for any encounter that the payer is attached to. In File Maintenance, select Master Files - System and then select Payers. In the Payers list, double-click the appropriate payer. The Modify Payer Information window opens. Select the System tab, and then select the appropriate option from the Release of Information field. Select OK. Parent topic: Chart Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Set the Practice Default for the Release of Information

To access Practice Preferences, do one of the following: Select the Admin > menu > Preferences > Practice. In File Maintenance, select Master Files - System and select Practices. Double-click a practice, and then select Preferences. The Practice Preferences window opens Select the Chart Practice Preferences. Select the appropriate option from the Release of Information field. Select OK. Parent topic: Setting the Practice Default for the Release of Information

File Maintenance Help for NextGen® Enterprise 8

Setting the Practice Default for the Release of Information

A patient's release-of-information claim status is information that may be required by some payers and is sent electronically. You can set Release of Information at the encounter, practice or payer level. Practice level for patient charts. The setting becomes the default for every encounter at that practice. Set the payer default for release of information - this becomes the default when the payer is associated with an encounter. The payer-level setting overrides the practice-level setting. The default is stored in the insurance record and displays on the Patient Insurance - of the Encounter window. If Release of Information is not set in the Practice Preferences or in the Payers master file, then it must be set for each encounter when it is required by the payer. Set the Practice Default for the Release of Information Parent topic: Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Chart Practice Preferences

The Chart Practice Preferences enable you to set default information for the charts used in your practice and all related service locations. Chart Practice Preferences Fields Description for fields for setting the chart practice preferences. Set the Payer Default for Release of Information Parent topic: Practice Preferences

Set Up the Payer Default for Release of Information

Recommendations

Set Up a Release of Information Default at the Practice Level

Setting Up a Release of Information Default

Set the Payer Default for Release of Information

Set the Practice Default for the Release of Information

Setting the Practice Default for the Release of Information

Chart Practice Preferences