View Eligibility Information for a Patient
- On the main toolbar, select Chart or Chart Lookup.
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The Patient Lookup window opens.
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Help Guide for NextGen® Enterprise PM 8
You can enter additional information for an insurance linked to an encounter in the Patient Insurance - Encounter window. This applies to primary, secondary, and tertiary payers. 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 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. From the Encounters list, select an encounter with a payer attached. Select the Insurance tab. In the Encounter Insurance section, select the payer. In the Verification section, select open record . The Patient Insurance - Encounter window opens. Patient Insurance Encounter Window Make the desired changes, and select OK. Parent topic: Viewing Insurance Information in EncountersAdd Insurance Verification Information to an Encounter
Help Guide for NextGen® Enterprise PM 8
You can record annual and lifetime benefit information to help determine patient responsibility. 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 criteriaa ppear 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 appear 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 Eligibility and Benefits tab. To view existing benefit information, select open menu and then select New or Open. The Eligibility and Benefit Maintenance window opens. Eligibilty and Benefit Information WinAdd Benefit Information to Patient Insurance
Help Guide for NextGen® Enterprise PM 8
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. Financial Information Window In Spoke With, enter the name of the person with whom you spoke. Note: You can use the Shift +Tab keys to reverView and Edit Benefit Financial Information
Help Guide for NextGen® Enterprise PM 8
You can view a patient's insurance information in the Insurance tab You can view insurance information for an encounter in the Insurance tab under Encounters. The Encounters section displays the list of patient encounters. The Insurance Information section displays information for the selected insurance based on the setup for the payer in the payers master file in File Maintenance. For more information on setting up payers, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise PM. You can do the following on the Insurance tab under Encounters: Open the Encounter Insurance Selection window for the selected encounter. Open the Insurance Maintenance window for the encounter. Remove the selected insurance from the encounter. Open the Balance Control window for the selected encounter. Open the Authorization Listing window for the selected insurance. Open the Referral Listing window for the selected insurance. Open theViewing Insurance Information in Encounters
Help Guide for NextGen® Enterprise PM 8
Before you begin Submit NextGen® Eligibility Verification request for a patient. See Submit Eligibility Requests. You can view the response for the latest successful transaction from the encounter on the patient chart.. In NextGen® Enterprise PM, select Encounter. The Encounter Lookup window opens. Using the search criteria, find the patient. The search result displays the list of encounters for the patient. On the Encounter Lookup window, double-click the encounter. The patient chart for the patient opens. The list of encounters for the patient is displayed in the Encounters window. On the Encounters list, right-click the encounter you want to view and select Eligibility Verification > View Latest Successful Response. The system searches for the eligibility response for the latest successful transaction occurred during the time period specified in the user preferences. If the eligibility response is available, the Real-Time Eligibility Response page opens displaying the response for tView Latest Successful Eligibility Response from Encounter
Help Guide for NextGen® Enterprise PM 8
You can narrow the list of encounters on the Financial tab under the Patient Chart to display only those that meet specific filter criteria. 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 Financial tab. All encounters for the patient are listed in the Financial Information section. To view encounters based on specific criteria, select Filter. The Filter Options window opens. Filter Options window Enter the search criteria, and then select Search. Encounters that match the search criteria appear in the Financial Information section under the Financial tab. To clear all selected filters, select Clear. To close the Filter Options window, select Close. Components of the