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Open Authorization Lookup
In
NextGen® Enterprise PM
, click
Tasks
>
Lookup
>
Authorization
.
The
Authorization Lookup
displays.
Enter the search criteria and click
Find
.
The
Authorization Listing
displays the authorizations as shown in the following image.
Authorization Lookup Details
Open Authorization Lookup
Help Guide for NextGen® Enterprise PM 8
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 cli
Help Guide for NextGen® Enterprise PM 8
Prior Authorization
The authorization request processes and records response information received from the payer. Historical tracking and reporting of the responses is done in NextGen® Enterprise PM. The new authorization entry option appears where new or lookup referral options are available. Open Authorization Lookup You can search for prior authorizations using the search criteria. New Authorization Access Points You can access authorization history from People or Patient Lookup, Encounter Lookup, Appointment List, and so on. Authorization Inquiry Add a New Authorization Entry You can use the defined access paths to add a new authorization. Authorization Results
Help Guide for NextGen® Enterprise PM 8
Access Authorization Results on Patient Chart
In NextGen® Enterprise PM, open a patient's chart. From the topics list on the far left, click the Clinical History/Notes tab to expand the Chart Notes folder. From the Chart Notes folder, click Authorization Results. The patient's authorization history opens and displays details like date and time of authorization, type of authorization, status of an authorization, and so on. From the authorization details, right-click to do the following: Open - View the authorization results Resubmit - Resubmit a previously submitted authorization New Authorization - Submit a new authorization Authorization History - opens Authorization Inquiry Parent topic: Authorization Results
Help Guide for NextGen® Enterprise PM 8
Authorizations Report
You can track insurance authorizations by using the Authorizations report. The report filters can be set up by effective date, payer, number of encounters, number of encounters left, units, and number of units left. To access the report in NextGen® Enterprise PM, Select the Reports menu and select General and then select Authorizations. Authorizations Report Columns Parent topic: General Reports
Help Guide for NextGen® Enterprise PM 8
Authorizations Report
You can track insurance authorizations by using the Authorizations report. The report filters can be set up by effective date, payer, number of encounters, number of encounters left, units, and number of units left. To access the report in NextGen® Enterprise PM, Select the Reports menu and select General and then select Authorizations. Authorizations Report Columns Parent topic: General Reports
Help Guide for NextGen® Enterprise PM 8
Search for Accounts
Open NextGen® Enterprise PM. From the Task Menu menu, select Lookup > Accounts. The Account Lookup window opens. To search for an account, enter the search criteria data, and then select Find. Note: You can use different combinations of the search criteria to search for an account Person and employer accounts that match the search criteria appear in the Account List section of the Account Lookup window. Account Lookup window Parent topic: Managing Accounts
