New Authorization Access Points

From the…	Use this access path
People Lookup or Patient Lookup	Click Tasks menu, then click Lookup, and then click People. Enter search criteria and then click Find. Right-click the applicable person and then select New Authorization. Note: There are two distinct views of Person Lookup. Both support authorization transactions. By default, the new look is used by NextGen® Enterprise PM; this can be overridden with the NGConfig.INI file. Contact your NextGen® Eligibility Verification analyst before editing any NGConfig.ini file.
Encounter Lookup	Click Tasks menu, then click Lookup, and then click Encounters. Enter search criteria and then click Find. Right-click the applicable encounter and click New Authorization.
Appointment List	Click the appointment list icon. Enter search criteria and then click Find. Right-click the applicable appointment and click New Authorization.
Patient Chart	From a patient's chart, click the Encounters tab and then right-click the applicable encounter and click New Authorization. From a patient's chart click the Financial tab. Right-click the applicable encounter and then click New Authorization.
Appointment Book (Daily, Weekly List, Weekly Schedule, or Multi-View view)	Right-click on the applicable appointment and then click Authorization History.
Insurance Listing	Click Tasks menu, then click Lookup, and then click People. Enter search criteria and then click Find. Right-click the applicable patient, click Open. From the Insurance Listing area in the Modify Person Information window, right-click a patient and select New Authorization.
Insurance Maintenance	Click on a patient's chart and then click the Insurance tab. Double-click on the applicable insurance, and then click the Elig/Referral tab. Right-click in the window. Note: You can also access the Insurance Maintenance window from the Ins/Diag tab on the Appointment Book.
Update Patient Information	Click Demographics, and then right-click in the Available Insurance section.

Help Guide for NextGen® Enterprise PM 8

NextGen® Eligibility Verification Submission

The user interface of NextGen® Eligibility Verification is the same irrespective of where it is accessed from. The following table lists the access points for Eligibility. From the… Use this access path People or Patient Lookup Tasks > Lookup > People. After you enter the search criteria, select Find and right-click on the applicable person. Encounter Lookup Select Tasks menu, then select Lookup, and then select Encounters. Enter search criteria and then select Find. Right-click the applicable encounter Appointment List Select the appointment list icon. Enter search criteria and then select Find. Right-click the applicable appointment Patient Chart From a patient's chart, select the Encounters tab and then right-click on the applicable encounter From a patient's chart, select the Financial tab. Right-click the applicable encounter. Appointment Book ( Daily, Weekly List, Weekly Schedule, or Multi-View view) Right-click the applicable appointment. Insurance Listing Select Tasks menu, the

Help Guide for NextGen® Enterprise PM 8

NextGen® Eligibility Verification Submission

The user interface of NextGen® Eligibility Verification is the same irrespective of where it is accessed from. The following table lists the access points for Eligibility. From the… Use this access path People or Patient Lookup Tasks > Lookup > People. After you enter the search criteria, select Find and right-click on the applicable person. Encounter Lookup Select Tasks menu, then select Lookup, and then select Encounters. Enter search criteria and then select Find. Right-click the applicable encounter Appointment List Select the appointment list icon. Enter search criteria and then select Find. Right-click the applicable appointment Patient Chart From a patient's chart, select the Encounters tab and then right-click on the applicable encounter From a patient's chart, select the Financial tab. Right-click the applicable encounter. Appointment Book ( Daily, Weekly List, Weekly Schedule, or Multi-View view) Right-click the applicable appointment. Insurance Listing Select Tasks menu, the

Help Guide for NextGen® Enterprise PM 8

Add Benefit Information to Patient Insurance

You can record annual and lifetime benefit information to help determine patient responsibility. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup . The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteriaa ppear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select the Encounters tab. The encounters associated with the patient appear in the Encounters section. Select the Insurance tab and then select the encounter from the Encounters section. Right-click the selected insurance, and then select Open. The Insurance Maintenance window opens. Select the Benefits Info tab and then select the Eligibility and Benefits tab. To view existing benefit information, select open menu and then select New or Open. The Eligibility and Benefit Maintenance window opens. Eligibilty and Benefit Information Win

NextGen® Enterprise EHR Help

Managing Insurance Information for a Person or Patient Profile

You can associate insurance information on the following windows: Add Person Information and Modify Person Information windows for person records Add Patient Information and Modify Patient Information windows for patient records In the Available Insurance section of the Demographics tab, select the Open Menu to perform the following tasks: Add Insurance to a Person or Patient record Hidden Insurance Information Open Insurance Information for a Person or Patient record Hide Insurance Add an Authorization to a Person or Patient record Add an Eligibility Verification to a Person or Patient record Add a Referral to a Person or Patient record Request a Provider Referral Inquiry Promote or Demote Insurance For more information on adding or modifying insurance information, go to the NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide for NextGen® Enterprise PM. Add Insurance to a Person or Patient You can use the Insurance Maintenance window to add an

NextGen® Enterprise EHR Help

Submit a New Referral for a Patient or Other Person

This feature is available only for practices with a NextGen® Eligibility Verification license. After you add an insurer to a patient's or person's profile, you can refer them to other providers. From the main toolbar in NextGen® Enterprise PM, select Chart. In the Patient Lookup window, enter search criteria, and then select Find. In Matching Records, right-click the patient record, and then select Open.The Demographics tab opens in the Modify Patient Information window. In Insurance Listing, select the open menu icon, and then select New Referral. In the New Referral Entry window, select from the following required fields: Requesting Physician Referred To Entity Type Place of Service Select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

Managing Insurance Information for a Person or Patient Profile

You can associate insurance information on the following windows: Add Person Information and Modify Person Information windows for person records Add Patient Information and Modify Patient Information windows for patient records In the Available Insurance section of the Demographics tab, select the Open Menu to perform the following tasks: Add Insurance to a Person or Patient record Hidden Insurance Information Open Insurance Information for a Person or Patient record Hide Insurance Add an Authorization to a Person or Patient record Add an Eligibility Verification to a Person or Patient record Add a Referral to a Person or Patient record Request a Provider Referral Inquiry Promote or Demote Insurance For more information on adding or modifying insurance information, go to the NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide for NextGen® Enterprise PM. Add Insurance to a Person or Patient You can use the Insurance Maintenance window to add an

New Authorization Access Points

Recommendations

NextGen® Eligibility Verification Submission

NextGen® Eligibility Verification Submission

Add Benefit Information to Patient Insurance

Managing Insurance Information for a Person or Patient Profile

Submit a New Referral for a Patient or Other Person

Managing Insurance Information for a Person or Patient Profile

New Authorization Access Points

NextGen® Eligibility Verification Submission

NextGen® Eligibility Verification Submission

Add Benefit Information to Patient Insurance

Managing Insurance Information for a Person or Patient Profile

Submit a New Referral for a Patient or Other Person

Managing Insurance Information for a Person or Patient Profile