In the Appointment Insurance Selection window, you can add and manage insurances for billing, with pushpin icons indicating existing data and providing access to the Insurance Maintenance window. You can view detailed information by hovering over the pushpins and use the right-click menu to adjust column sizes and select which columns to display.
- 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 menu
button, and then select New Insurance.
The Appointment Insurance Selection window opens.
- Open the Appointment Insurance Selection window for a patient encounter.
A column with a pushpin 
icon indicates information exists for the category. A blank column indicates information does not exist for the category.
Note: When you attach an insurance to an appointment that requires a referral or authorization, you are notified and prompted to add the required referral or authorization immediately. If multiple insurances are attached, the notification applies only to the Primary Payer. If both an authorization and a referral are required, you first receive a notification about the authorization, followed by a notification about the referral.
Additionally, if the patient is over the age of 65 and the attached primary payer is not Medicare or does not have the Payer is a Medicare Replacement Payer option selected in , the system displays a Patient is over 65 and Medicare was not selected alert. If multiple payer alerts are selected, they display in the following order: Payer alert, Authorization Required alert, Referral Required alert, and the Patient is over 65 and Medicare was not selected alert.
- To add or remove an insurance, select the insurance from either the Insurance Listing or Selected Insurance area and then select the respective arrows.
The selected insurance is added or removed.
- Select OK.
