View and Edit Benefit Financial Information

Open NextGen® Enterprise PM.
On the main toolbar, select Chart or Chart Lookup .
The Patient Lookup window opens.
In the Search Criteria section, enter the patient's information, and then select Find.
Patient records that match the search criteria appear in the Matching Records section.
Select the patient, and then select Open.
The Patient Chart window opens.
Select the Encounters tab.
The encounters associated with the patient are displayed in the Encounters section.
Select the Insurance tab, and then select the encounter from the Encounters section.
Right-click the selected insurance, and then select Open.
The Insurance Maintenance window opens.
Select the Benefits Info tab and then select the Financial Information tab.
To view existing financial information, select open menu , and then select New or Open.
The Financial Information window opens.
In Spoke With, enter the name of the person with whom you spoke.

Note: You can use the Shift +Tab keys to reverse tab in the Financial Information window.
In Date Verified, enter the date you verified the information in mm/dd/yyyy format.
In Does Lifetime Benefit Limit Apply?, select one of the following options:

If you select this option: Do this:
Yes Enter the Lifetime Benefit Limit and Amount of Lifetime Benefit Limit.
No The Lifetime Benefit Limit field is populated with $999,999,999.99.

If you select this option:	Do this:
Yes	Enter the Lifetime Benefit Limit and Amount of Lifetime Benefit Limit.
No	The Lifetime Benefit Limit field is populated with $999,999,999.99.

In Does Annual Lifetime Benefit Limit Apply?, select one of the following options:

If you select this option:	Do this:
Yes	Enter the Annual Benefit Limit and Amount of Annual Benefit Limit met fields. Note: The Annual Benefit Limit field must be less than the value in theLifetime Benefit Amount field.
No	The Annual Benefit Limit and Amount of Annual Benefit Limit met fields are dimmed.

In Deductible/Spend down amount, enter the amount of deductible.
In Amount of deductible met, enter the amount met to date.
In % of Coverage, enter the percentage of coverage.

Note: This value must be greater than 0 and less than or equal to 100 (>0 or <=100).

In Does Annual Out of Pocket Max Apply?, select one of the following options:

If you select this option:	Do this:
Yes	Enter the Annual Out-of-Pocket Max, Amount of Out-of-Pocket met, and % of Coverage after Out-of-Pocket fields. Note: This value must be greater than 0 and less than or equal to 100 (>0 or <=100).
No	The Annual Out-of-Pocket Max is populated with $999,999,999.99. The value from the % of Coverage field is copied to % of Coverage after Out-of-Pocket.

For Will payer pay the practice directly?, enter Y or N or select one of the following options:
- Yes
- No
The Encounter Number field appears if the financial information is linked to it. Only in-progress encounters are linked.
- One encounter can be associated to Primary, Secondary, and Tertiary insurance for one patient.
- The Encounter Number field only displays when the Require encounter linked to Financial Information sub tab field is selected on the Pat Pay under Practice Preferences window.
In Date, select the date on which the encounter occurred.

Note: This field displays only when the Require encounter linked to Financial Information sub tab check box is selected on Pat Pay under Practice Preferences window.
Select open menu , and then select one of the following:
- To open the Encounter Lookup window and open an existing encounter or link a new encounter to the financial information, select Open Existing Encounters.
- To remove the link to the encounter displayed in the Encounter Number field, select Clear Encounter.
Select OK.