Add Insurance to Multiple Self-Pay Encounters

Help Guide for NextGen® Enterprise PM 8

Add Insurance to Multiple Self-Pay Encounters

From the Encounter Insurance Selection window, after you add an insurance to a self-pay encounter and select OK, the Attach [Insurance] to Multiple Encounters window opens and lists other self-pay encounters for the patient. Only those encounters that meet the following criteria are listed: The encounters must be self-pay with no insurance attached. The billable date on the self-pay encounters must fall within the effective and expiration dates of the insurance. The encounters must have the status of unbilled, billed, or rebill. Access the patient chart. Select the Encounters tab. From the Encounters list, select a self-pay encounter. Right-click and select Add Insurance. The Encounter Insurance Selection window opens. From the Insurance Listing section on the left, add one or more insurances to the Selected Insurance section on the right. To save changes and close the window, select OK. The Attach [Insurance] to Multiple Encounters window opens. Other self-pay encounters for the patie

Help Guide for NextGen® Enterprise PM 8

Encounter Insurance Selection Window

The window also provides you with a pushpin icon to indicate that data exists for a category and provides you with easy access to the Insurance Maintenance window. Also, you can perform the following actions: Access a right-click menu with options for sizing columns and selecting columns to display on the window. Select the pushpin icon to access the Insurance Maintenance window and view, add, or modify information to the category. Hover over the column header to view information such as patient name, DOB, effective date, expiration date, encounters remaining, and status. Select on a column to access the corresponding tab on the Insurance Maintenance window. For example, if a pushpin icon is not present in the Card column, a select in the column will take you directly to the Ins Cards tab of the Insurance Maintenance window. Resize, move, and remove columns from the window Add Insurance to Appointments You can add one or more insurances to appointments for billing accuracy. Add Insuran

Help Guide for NextGen® Enterprise PM 8

Add Insurance to Encounters

You can use the Encounter Insurance Selection window to add one or more insurances to an encounter for billing or to access the Insurance Maintenance window for an insurance. A pushpin appears in columns when data exists for the category. To quickly view existing data for a category, you can hover over the pushpin icon, or select the pushpin icon to access the specific tab on the Insurance Maintenance window. For example, hover over the pushpin icon in the Card column to view the Last Card Attached Date or select the pushpin icon to access the Insurance Maintenance > Ins Cards tab. 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 Encounters, and then select on the Insurance t

Help Guide for NextGen® Enterprise PM 8

Encounter Insurance Selection Window

The window also provides you with a pushpin icon to indicate that data exists for a category and provides you with easy access to the Insurance Maintenance window. Also, you can perform the following actions: Access a right-click menu with options for sizing columns and selecting columns to display on the window. Select the pushpin icon to access the Insurance Maintenance window and view, add, or modify information to the category. Hover over the column header to view information such as patient name, DOB, effective date, expiration date, encounters remaining, and status. Select on a column to access the corresponding tab on the Insurance Maintenance window. For example, if a pushpin icon is not present in the Card column, a select in the column will take you directly to the Ins Cards tab of the Insurance Maintenance window. Resize, move, and remove columns from the window Add Insurance to Encounters You can add one or more insurances to an encounter for billing purposes. Add Insurance

Help Guide for NextGen® Enterprise PM 8

Modify Appointment Insurance Information

In the Appointment Insurance Selection window, you can add and manage insurances for billing, with pushpin icons indicating existing data and providing access to the Insurance Maintenance window. You can view detailed information by hovering over the pushpins and use the right-click menu to adjust column sizes and select which columns to display. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the appointment. The Edit Appointment window opens. Select the Ins/Diag tab. In the Appointment Insurance section, select the menu button, and then select New Insurance. The Appointment Insurance Selection window opens. Open the Appointment Insurance Selection window for a patient encounter. A column with a pushpin icon indicates information exists for the category. A blank column indicates information does not exist for the category. Note: When you attach an insurance to an appointment that requires a referral or authorization, you are notified and prompted to add the r

Help Guide for NextGen® Enterprise PM 8

Add Insurances to Appointments

You can add and modify diagnoses and patient insurance details, including self-pay. Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the appointment. The Edit Appointment window opens. Select the Ins/Diag tab. In the Appointment Insurance section, select the open menu icon and select New Insurance. Select the insurance, and then select the arrow button to move the insurance to the Selected Insurance section. Note: When attaching insurance to an appointment requiring a referral or authorization, notifications will be prompted for the Primary Payer only, with the authorization notification appearing first if both are needed. If the patient is over 65 and the primary payer is not Medicare or lacks the Medicare Replacement Payer option, an alert will be displayed. Alerts are shown in the order of Payer alert, Authorization Required alert, Referral Required alert, and the Patient is over 65 and Medicare was not selected alert. Note: Payers with an expiration date ap

Add Insurance to Multiple Self-Pay Encounters

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