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 appear with a red X sign. When you select an expired payer for an appointment, you must confirm you want to add the plan to the appointment.
Select OK.
Note: In Admin > Practice Preferences, when you select the Display Payer Alerts when performing - Appointment Scheduling, payer alerts from the Payer Master file display:
When you attach insurance to an appointment.
For each insurance attached to the appointment that has a payer alert.
When you open the appointment, displaying alerts related to each attached insurance.
