Modify an Insurance Authorization

Help Guide for NextGen® Enterprise PM 8

Delete 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 authorization to be deleted. Right-click and select Delete Authorization. The following prompt displays: Confirm delete of the authorization code [nnn]. To delete the authorization, select OK. The authorization is deleted. Parent topic: Add or Modify an Insurance Authorization

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

Help Guide for NextGen® Enterprise PM 8

Add or Modify an Insurance Authorization

An Authorization for an insurance can be added, updated or deleted from the Ins/Diag tab of the Add/Edit Appointment window. Add an Insurance Authorization You can add insurance authorization in NextGen Enterprise PM using the Appointment Book. Modify an Insurance Authorization You can modify insurance authorization in NextGen Enterprise PM using the Appointment Book. Delete an Insurance Authorization You can delete insurance authorization in NextGen Enterprise PM using the Appointment Book. Parent topic: Insurance/Diagnosis Tab

Help Guide for NextGen® Enterprise PM 8

Modify Insurance Referrals

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 referral to be modified. Right-click and select Open Referral. The Referral Code Tracking window opens. Modify the referral information as needed. Select OK. The referral modifications are saved. Parent topic: Add or Modify an Insurance Referral

Help Guide for NextGen® Enterprise PM 8

Modify an Insurance Authorization

From the Ins/Diag tab, select the authorization to be modified. Right-click and select Open Authorization. The Authorization Code Tracking window opens. Modify the authorization information as needed. To save changes and close the window, select OK. The authorization modifications are saved. Parent topic: Add or Modify an Insurance Authorization

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

Modify an Insurance Authorization

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Delete an Insurance Authorization

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Modify Insurance Referrals

Modify an Insurance Authorization

Insurance/Diagnosis Tab

Delete an Insurance Authorization

Add an Insurance Authorization

Add or Modify an Insurance Authorization

Modify Insurance Referrals

Modify an Insurance Authorization

Insurance/Diagnosis Tab