Add Insurances to Appointments

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

Insurance/Diagnosis Tab

The Insurance/Diagnosis tab on the Add/Edit Appointment window displays insurance and ICD information for the patient. The Appointment Insurance section displays insurances linked to the appointment. Authorizations and/or referrals numbers are listed below each insurance, if applicable. The ICD-CM section displays a listing of ICD codes linked to the current open appointment, if applicable. Add Insurances to Appointments You can add insurance to an appointment in NextGen Enterprise PM with the Appointment Book. Appointment Insurance Columns You can add or remove columns to view on the Appointment Insurance section. Modify Appointment Insurance Information You can update patient insurance details to ensure accurate billing and coverage. Configure Patient Insurance Data You can use the Appointment Insurance Selection window to check the patient's insurance details, add or modify information in various categories, and open the Insurance Maintenance window. Significant Events for Appointme

Help Guide for NextGen® Enterprise PM 8

Add Insurance to Appointments

You can add one or more insurances to an appointment for billing in the Appointment Insurance Selection window. You can also access the Insurance Maintenance window for adding insurance. A pushpin button appears in columns when data exists for the category. You can view existing data for a category by hovering 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. Select Appt List. The Appointment Lookup window opens. In Search Criteria, enter the patient's information, and then select Find. Appointment records appear in the Appointment List. Double-click to open the appointment. The Edit Appointment window opens. Enter the details, and then select Ins/Diag. Right-click Appointment Insurance, and then select New Insurance. The Appointment Insurance Selection window opens. Select the blue arrow button to move the insurance from Insurance Listing to Selected

Help Guide for NextGen® Enterprise PM 8

Add Authorization and Referral information in the Encounters tab

Authorization involves requests for payer approval for services to be provided. You can track authorizations by using a single location, a single location and a speciality, and a single location and one or more providers line-level and claim-level authorizations. When authorization is not required to attach to a claim, you can track the authorization information for internal reference. You can track referrals by encounters use, pending encounters, and the number of encounters remaining on the referral. Open NextGen® Enterprise PM. 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. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Encounters tab, and then select Insurance. In Encounter Insurance, right-click a listed insurance, and then select Authorization. Optional: T

Help Guide for NextGen® Enterprise PM 8

Add an Insurance Authorization

Open NextGen® Enterprise PM. On the main toolbar, select ApptBook. Select the appointment. The Edit Appointment window opens. From the Ins/Diag tab, select the insurance for which an authorization is to be added. Right-click and select New Authorization from the menu. The Authorization Code Tracking window opens. In the Authorization Mode section, select one of the following: Encounter Mode: Select this button if the authorization is approved for a specific number of encounters. This button is selected by default. Units Mode: Select this button if the authorization is approved for a specific number of charge units. If the authorization is for tracking proposes only and should not be included on claims, select the Tracking Only - Do not send on claim check box. In the Authorization Code field, enter the authorization number obtained from the insurance company. This field is required. In the Effective Date field, enter the start date for the authorization. This field is required. In the

NextGen® Enterprise EHR Help

Assign Insurance to an Encounter

You can assign insurance to an unlocked encounter. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounters tab, select an encounter, select Encounter Options, and then select Encounter Level Insurance.The Encounter Insurance Selection window opens. The top pane lists the patient available and selected insurance. The bottom pane lists significant events by date and time and creator. If there are multiple significant events, you can select the Date/Time arrow to sort the events in ascending or descending chronological order. To assign insurance to the encounter, do the following: In the Available Insurance section, select the insurance to attach to the encounter. Select the right-arrow button to move insurance to the Selected Insurance section. If there is more than one payer, attach each payer to the encounter in the following order for billing: Primary Secondary Tertiary Note: If an insurance has expired, a warning message appears when you try t

Add Insurances to Appointments

Recommendations

Modify Appointment Insurance Information

Insurance/Diagnosis Tab

Add Insurance to Appointments

Add Authorization and Referral information in the Encounters tab

Add an Insurance Authorization

Assign Insurance to an Encounter

Modify Appointment Insurance Information

Insurance/Diagnosis Tab

Add Insurance to Appointments

Add Authorization and Referral information in the Encounters tab

Add an Insurance Authorization

Assign Insurance to an Encounter