Add a New Authorization Entry

Enter the information for the new authorization.

Select Add New Authorization from one of the defined access paths.
The New Authorization Entry window appears with the patient's name.

Enter field information using the following table.

Field	Description
Patient Insurances (Required)	Select the patient's insurance(s). Note: For the payer to display in the Patient Insurances field, it must be listed on the Insurance Listing for the specified patient and it must be added to the Eligibility/Referral system.
Requesting Physician (Required)	Select the physician requesting NextGen® Eligibility Verification
Certification Type (Required)	Select the Certification Type.
Type of Service (Required)	Select one or more types of service.
CPT4	Select a procedure code by clicking the Open Record button. This field enables you to determine coverage for the treatment of a specific procedure. You can select up to 99 CPT codes. If you exceed 99 codes, you receive a message that you have exceeded the number of codes allowed. Note: Currently Medicare is the only payer that is processing explicit benefit requests by submitting CPT codes; however all payers are required to return a standard eligibility response if CPT codes are submitted.
ICD-CM	Select a diagnosis code by clicking the Open Record button. This field enables you to determine coverage for the treatment of a specific diagnosis. This is an optional field and cannot be submitted in batch mode.
Date of Service	Select this option to enter a single date of service. Enter the date of service or select a date using the calendar button. Do NOT select a future date.
Service Location/Facility	Select the location or facility for the requesting physician. If there are no additional locations in the practice, this field does not display. Note: : If the list in the Requesting Location or Facility field is empty, you do not have a valid provider number for that location and payer. Check the Group Information section of the Provider master file to see if the payer name and a provider number exist for the Requesting Physician.
Place of Service (Required)	Select the place of service for the encounter from the list.
From DateThru Date	Select this option to enter a date range for the date of service. Enter the beginning date in the From Date field and enter the ending date in the Thru Date field. Click the calendar button to select the dates from the calendar.
Number of Encounters	Type the number of encounters for this authorization.
Notes	Enter any additional information. The field length is a maximum of 255 characters. Note: The data in the Notes field is not sent with the transaction but is returned with the transaction response. If this is printed and provided to the patient, the notes displays, so it is recommended for internal use only.

Click OK.
The Authorization Attachment appears.
Select the applicable Attachment Report Type to attach to the authorization.
The data displayed in this list is data defined in the Encounter Maintenance Claims tab, Attachments sub-tab.
Select the applicable Report Transmission Code to attach to the authorization.
The data displayed in this list is data defined in the Encounter Maintenance Claims tab, Attachments sub-tab.
Select the applicable Report Transmission Code to attach to the authorization.
The data displayed in this list is data defined in the Encounter Maintenance Claims tab, Attachments sub-tab.
In the Delivery Pattern of Healthcare Services section, select Quantity Qualifier, Unit or Basis for Measurement, Time Period, Delivery Frequency, and Delivery Time, if required.
Enter the Quantity, Frequency, and Period Count fields, if required.
Select OK.

Add a New Authorization Entry

Enter the information for the new authorization.

Select Add New Authorization from one of the defined access paths.
The New Authorization Entry window appears with the patient's name.

Enter field information using the following table.

Field	Description
Patient Insurances (Required)	Select the patient's insurance(s). Note: For the payer to display in the Patient Insurances field, it must be listed on the Insurance Listing for the specified patient and it must be added to the Eligibility/Referral system.
Requesting Physician (Required)	Select the physician requesting NextGen® Eligibility Verification
Certification Type (Required)	Select the Certification Type.
Type of Service (Required)	Select one or more types of service.
CPT4	Select a procedure code by clicking the Open Record button. This field enables you to determine coverage for the treatment of a specific procedure. You can select up to 99 CPT codes. If you exceed 99 codes, you receive a message that you have exceeded the number of codes allowed. Note: Currently Medicare is the only payer that is processing explicit benefit requests by submitting CPT codes; however all payers are required to return a standard eligibility response if CPT codes are submitted.
ICD-CM	Select a diagnosis code by clicking the Open Record button. This field enables you to determine coverage for the treatment of a specific diagnosis. This is an optional field and cannot be submitted in batch mode.
Date of Service	Select this option to enter a single date of service. Enter the date of service or select a date using the calendar button. Do NOT select a future date.
Service Location/Facility	Select the location or facility for the requesting physician. If there are no additional locations in the practice, this field does not display. Note: : If the list in the Requesting Location or Facility field is empty, you do not have a valid provider number for that location and payer. Check the Group Information section of the Provider master file to see if the payer name and a provider number exist for the Requesting Physician.
Place of Service (Required)	Select the place of service for the encounter from the list.
From DateThru Date	Select this option to enter a date range for the date of service. Enter the beginning date in the From Date field and enter the ending date in the Thru Date field. Click the calendar button to select the dates from the calendar.
Number of Encounters	Type the number of encounters for this authorization.
Notes	Enter any additional information. The field length is a maximum of 255 characters. Note: The data in the Notes field is not sent with the transaction but is returned with the transaction response. If this is printed and provided to the patient, the notes displays, so it is recommended for internal use only.

Click OK.
The Authorization Attachment appears.
Select the applicable Attachment Report Type to attach to the authorization.
The data displayed in this list is data defined in the Encounter Maintenance Claims tab, Attachments sub-tab.
Select the applicable Report Transmission Code to attach to the authorization.
The data displayed in this list is data defined in the Encounter Maintenance Claims tab, Attachments sub-tab.
Select the applicable Report Transmission Code to attach to the authorization.
The data displayed in this list is data defined in the Encounter Maintenance Claims tab, Attachments sub-tab.
In the Delivery Pattern of Healthcare Services section, select Quantity Qualifier, Unit or Basis for Measurement, Time Period, Delivery Frequency, and Delivery Time, if required.
Enter the Quantity, Frequency, and Period Count fields, if required.
Select OK.

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