NextGen Knowledge Center

Modify Eligibility Referral Listing Report

Do the following to customize the eligibility referral listing report:

  1. Click the Reports menu and then click General, and then click Eligibility Referral.
    The NextGen Report Filter: Eligibility Referral Listing appears.

  2. In the settings list, click Filter 1.
    The Filter 1 appears.

    The Inquiry Type section provides eligibility, referral, claim status, and authorization filters including history.

  3. Select the criteria that you want to base your report on. For example, you may want the report to show listings for the current month or for an individual rendering physician.
  4. You have the option to filter by Response Status. The options are Active, Inactive, and Mixed.
  5. Click OK to generate the report.
    The eligibility referral listing report appears, displaying any selected columns.
  6. Click to exit from the report.
Modify Eligibility Referral Listing Report