NextGen Knowledge Center

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.