Assign Practices to a Payer

Help Guide for NextGen® Enterprise PM 8

Activate Practice Access to the Payer Master File

Open File Maintenance, and select Master Files > System > Enterprises . The Enterprises List window opens. To access your enterprise, double-click the applicable enterprise.The Modify Enterprise Information window opens. Select Preferences. The Enterprise Preferences window opens. Enable the Practice access for payer master file check box. Figure 1. . Select the Practice access for payer master file checkbox. Select OK. To assign a Practice to a Payer, see Assign Practices to a Payer. Parent topic: Activate and Assign a Payer to a Practice

Help Guide for NextGen® Enterprise PM 8

Activate and Assign a Payer to a Practice

When you select Practice access for payer master file, the payers can be defined at the practice level, and you can restrict which practices have access to them. After all the practices have been set up with or without access to the selected payer, specific areas in the application where that practice, depending on their access, will or will not see the payer: File Maintenance The Group Information window in File Maintenance NextGen® Enterprise PM The Payer Lookup window The Eligibility Referral Lookup window The Claim Request Lookup window The Add/Modify Provider Information window The following areas of the application show all the payers in the enterprise regardless of the practice's access settings: Reports Service Item Library Maintenance window Activate Practice Access to the Payer Master File Assign Practices to a Payer You can assign practices a payer from File Maintenance so that the payer is available for selection at the practice level. Parent topic: Payers Master File

Help Guide for NextGen® Enterprise PM 8

Assign a Practice to a Payer

In File Maintenance, select Master Files > System > Payers. The Payers List window opens. Right-click the applicable payer and then select Practice Access. The Payer Master Access by Practice window opens. Note: By default, all the practices listed on the Payer Master Access by Practice window are selected to allow access to all of the payers listed in the Payer master file. However, when a new payer is added, the practice in which the payer was created is the only one that has access to that payer. From the Practice list: Select the check boxes individually, next to the practices in the list, or right-click a practice and then select Select All option to allow specific practices to access the payer. Clear the check boxes next to the practices in the list to prevent specific practices from accessing the payer. Note: You must select at least one practice. Select OK. Parent topic: Activate and Assign a Payer to a Practice

File Maintenance Help for NextGen® Enterprise

Assign Practices to a Payer

Open File Maintenance, and then select Master Files > System > Payers. The Payers List window opens. Right-click the applicable payer, and then select Practice Access. The Payer Master Access by Practice window opens. Note: By default, all practices listed in the Payer Master Access by Practice window are selected to allow access to all of the payers listed in the Payer master file. However, when a new payer is added, only the practice from which the payer was created has access to that payer. From the Practice list, do one of the following: To allow specific practices to access the payer, select the checkboxes individually next to the practices in the list, or right-click a practice and then select the Select All option. Select All in the Payer Master Access by Practice window To prevent specific practices from accessing the payer, clear the checkboxes next to the relevant practices in the list. Select OK.

File Maintenance Help for NextGen® Enterprise 8

Assign a Practice to a Payer

In File Maintenance, select Master Files > System > Payers. The Payers List window opens. Right-click the applicable payer and then select Practice Access. The Payer Master Access by Practice window opens. Note: By default, all the practices listed on the Payer Master Access by Practice window are selected to allow access to all of the payers listed in the Payer master file. However, when a new payer is added, the practice in which the payer was created is the only one that has access to that payer. From the Practice list: Select the check boxes individually, next to the practices in the list, or right-click a practice and then select Select All option to allow specific practices to access the payer. Clear the check boxes next to the practices in the list to prevent specific practices from accessing the payer. Note: You must select at least one practice. Select OK. Parent topic: Providing Practice Access for Provider Master File

File Maintenance Help for NextGen® Enterprise 8

Activate Practice Access to the Payer Master File

In File Maintenance select Master Files > System > Enterprises The Enterprises List window opens. To access your enterprise, double-click the applicable enterprise. The Modify Enterprise Information window opens. Select Preferences. The Enterprise Preferences window opens. Select the Practice access for payer master file check box. Select OK. To assign a Practice to a Payer, go to the Assign Practice Access procedure. Parent topic: Practice Preferences

Assign Practices to a Payer

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