NextGen Knowledge Center

Submit Eligibility Requests

There are several ways to submit eligibility inquiries:

  • NextGen® Eligibility Verification Submission
  • NextGen® Eligibility Verification Batch Submission
  • Scheduled Batch through NextGen® Background Business Processor

NextGen® Eligibility Verification transactions are submitted from different NextGen® Enterprise PM access points. The access points are

  • Patient Lookup
  • Appointment Book
  • Appointment List
  • Encounter Lookup

From any of these access points, a NextGen® Eligibility Verification request can be submitted for a single patient by right-clicking on the patient, appointment, or encounter, and then selecting Eligibility Verification. Regardless of the access point, the user interface is the same.

Several inquiries can be submitted at one time using batch mode. Manually submitting a batch of eligibility inquiries can be done from the appointment lookup and encounter lookup. This manual batch was referred to as Real Time batch. (Long time RTS users also know this as pseudo-batch.)

Finally, batch eligibility inquiries can be submitted automatically at scheduled intervals through the NextGen® Background Business Processor. For example, eligibility inquiries for future appointments can be scheduled to process overnight.