Generate Eligibility Report from Eligibility Manager

Help Guide for NextGen® Enterprise PM 8

Create a Task from Eligibility Verification Manager

Right-click any item listed in the Eligibility Verification Manager grid and select Create Task. The Add Task window opens. Enter the required details to create a task. Parent topic: Eligibility Verification Manager

Help Guide for NextGen® Enterprise PM 8

Eligibility Verification from Eligibility Manager

To perform an Eligibility Verification from Eligibility Verification Manager, select a patient from the Eligibility Verification Manager grid. With the patient row highlighted, right-click and then select Eligibility Verification. The Eligibility Verification window appears with the patient's name highlighted in the title bar. Parent topic: Eligibility Verification Manager

Help Guide for NextGen® Enterprise PM 8

Generate Eligibility Report from Eligibility Manager

To perform an eligibility referral report from the eligibility verification dashboard, right-click anywhere in the dashboard grid and select Eligibility Referral Report. The NextGen Report Filter appears. Use the Settings List and the available columns to create your Eligibility Referral Report. Parent topic: Eligibility Verification Manager

Help Guide for NextGen® Enterprise PM 8

Eligibility Verification Manager

You can access Eligibility Verification Manager by selecting one of the following: Eligibility Verification Manager button Tasks menu Eligibility Verification Manager Eligibility Verification Manager Dashboard displays. Eligibility Manager Eligibility Graph You can view the Eligibility Verification Manager Dashboard from the Transaction Chart. View Eligibility Response You can double-click a patient's name displayed in the dashboard grid to view that patient's eligibility response. Create a Task from Eligibility Verification Manager You can easily create tasks from Eligibility Verification Manager. Transaction Dates The Eligibility Manager dashboard allows you to view transactions on a specific date or date range. Eligibility Verification from Eligibility Manager You can perform eligibility verification for a patient from the eligibility manager. Print from Eligibility Manager You can print the transaction chart or the dashboard grid from the Eligibility Verification Manager. Generate

Help Guide for NextGen® Enterprise PM 8

Eligibility Verification Manager

You can access Eligibility Verification Manager by selecting one of the following: Eligibility Verification Manager button Tasks menu Eligibility Verification Manager Eligibility Verification Manager Dashboard displays. Eligibility Manager Eligibility Graph You can view the Eligibility Verification Manager Dashboard from the Transaction Chart. View Eligibility Response You can double-click a patient's name displayed in the dashboard grid to view that patient's eligibility response. Create a Task from Eligibility Verification Manager You can easily create tasks from Eligibility Verification Manager. Transaction Dates The Eligibility Manager dashboard allows you to view transactions on a specific date or date range. Eligibility Verification from Eligibility Manager You can perform eligibility verification for a patient from the eligibility manager. Print from Eligibility Manager You can print the transaction chart or the dashboard grid from the Eligibility Verification Manager. Generate

Help Guide for NextGen® Enterprise PM 8

Eligibility Referral Report

The Eligibility Referral report is available if your system is licensed for NextGen Eligibility Verification. You can use the report to track referral requests submitted to payers from NextGen® Enterprise PM. For more information, go to the NextGen Healthcare Success Community and download the User Guide for NextGen® Eligibility Verification Report configuration and filter options include Create Date, Status, Inquiry Type, Response Status, Payer Subgrouping, Primary Payer, Provider Subgrouping, and Rendering Provider. To access the report in NextGen® Enterprise PM, select Reports > General and then select Eligibility Referral. Eligibility Referral Report Columns Parent topic: General Reports

Generate Eligibility Report from Eligibility Manager

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Create a Task from Eligibility Verification Manager

Eligibility Verification from Eligibility Manager

Generate Eligibility Report from Eligibility Manager

Eligibility Verification Manager

Eligibility Verification Manager

Eligibility Referral Report

Generate Eligibility Report from Eligibility Manager

Create a Task from Eligibility Verification Manager

Eligibility Verification from Eligibility Manager

Generate Eligibility Report from Eligibility Manager

Eligibility Verification Manager

Eligibility Verification Manager

Eligibility Referral Report