NextGen Knowledge Center

Add Insurance Verification Information to an Encounter

  1. Open NextGen® Enterprise PM.
  2. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find.
    Matching people and patient records appear in the search results.
  3. In Matching Records, select a patient record , and then select Open.
    The Patient Information tab opens in the Patient Chart window.
  4. Select the Encounters tab, and then select an encounter from the Encounters list, and then select the Insurance tab.
  5. Select the open menu icon next to Encounter Insurance, and then select New.
  6. In the Encounter Insurance Selection window, select the necessary payer, and then select OK.
    The insurance information is added.
  7. To add additional insurance information, select a payer attached encounter from the Encounters list, and then select an insurance from the Insurance list.
  8. In Encounter Insurance, select the payer, and then in Verification, select the open record icon.
    In the Verification section, you can view the patient eligibility information.
  9. In Patient Insurance - Encounter, enter the necessary information, and then select OK.
    You can add additional information for primary, secondary, and tertiary payers.
Add Insurance Verification Information to an Encounter