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Add Medical Necessity Certificate
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 an encounter from the
Encounters
list, and then select the
Insurance
tab.
Select the appropriate insurer, right-click and then select
CMN
.
In
Certificates of Medical Necessity Information
, enter the necessary information, and then select
OK
.
Add Medical Necessity Certificate
Help Guide for NextGen® Enterprise PM 8
Add Insurance Verification Information to an Encounter
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 an encounter from the Encounters list, and then select the Insurance tab. Select the open menu icon next to Encounter Insurance, and then select New. In the Encounter Insurance Selection window, select the necessary payer, and then select OK. The insurance information is added. To add additional insurance information, select a payer attached encounter from the Encounters list, and then select an insurance from the Insurance list. 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. In Pati
Help Guide for NextGen® Enterprise PM 8
Add Insurance and Financial Information to Patient Encounters
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 the Insurance tab. In Encounters, select an encounter, and then in Encounter Insurance, right-click a listed insurance, and then select Open. You can also open the Insurance Maintenance window by right-clicking the added payer. Note: To add manual referrals on Insurance Maintenance, you must configure the practice preferences to view Referral Required checkbox on Insurance Maintenance. You can also scan the patient insurance card in Insurance Maintenance. For more information on setting up payers, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen
Help Guide for NextGen® Enterprise PM 8
Add Insurance for Patients and Persons
You can add insurance information for a patient or other person by using the Insurance Maintenance window. The system administrator manages the list of insurers in File Maintenance in the Payers master file. From the main toolbar in NextGen® Enterprise PM, select Chart. In the Patient Lookup window, enter search criteria, and then select Find. In Matching Records, right-click the patient record, and then select Open.The Demographics tab opens in the Modify Patient Information window. In Insurance Listing, select the open menu icon, and then select New Insurance. In the Payer Lookup window, enter search criteria for the payer, and then select Find. In Payer List, double-click the applicable payer. In the Insurance Maintenance window, select the Detail tab, and then enter the health insurance claim or policy number in HIC/Policy Nbr. Optional: Enter any additional information required by your practice. Select OK. Note: In the Insurance Listing section of the Demographics tab, you can hid
Help Guide for NextGen® Enterprise PM 8
Access the CMN Information Window
In the Certificates of Medical Necessity Information window, you can enter the CMN information for a patient encounter insurance. Certificates of Medical Necessity Information window can be accessed from the following areas in NextGen® Enterprise PM. Patient Chart > Encounters tab Charge Posting window To open the Certificates of Medical Necessity Information window from the Patient Chart > Encounters tab, do the following: Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Select the desired patient, and then select Open. The Patient Chart opens for the desired patient. Select the Encounters tab, and then select the desired encounter from the Encounters list. Select the Insurance sub-tab. In the Encounter Insurance section, highlight the insurance that requires the CMN information and do one of the following: Right-click on the insurance and select CMN from the menu. Select Open Record in the Verification section, and then select Open Record in the Certificate
Help Guide for NextGen® Enterprise PM 8
Access the CMN Information Window
In the Certificates of Medical Necessity Information window, you can enter the CMN information for a patient encounter insurance. Certificates of Medical Necessity Information window can be accessed from the following areas in NextGen® Enterprise PM. Patient Chart > Encounters tab Charge Posting window To open the Certificates of Medical Necessity Information window from the Patient Chart > Encounters tab, do the following: Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Select the desired patient, and then select Open. The Patient Chart opens for the desired patient. Select the Encounters tab, and then select the desired encounter from the Encounters list. Select the Insurance sub-tab. In the Encounter Insurance section, highlight the insurance that requires the CMN information and do one of the following: Right-click on the insurance and select CMN from the menu. Select Open Record in the Verification section, and then select Open Record in the Certificate
Help Guide for NextGen® Enterprise PM 8
Add Medical Necessity Certificate
When a service or product is covered by the patient's insurance, you can complete a Certificate of Medical Necessity which may include items such as selected durable medical equipment, prosthetics, and orthodontics. Open NextGen® Enterprise PM. Select an encounter on the patient chart, and then select the Insurance tab. Select the applicable insurer, right-click and select CMN. The Certificates of Medical Necessity Information window opens. Certificate of Medical Necessity Information window Select the applicable fields. Select OK. Parent topic: Adding Person or Patient Details
