Set Up Exceptions for a Secondary Payer

Help Guide for NextGen® Enterprise PM 8

Set Up Exceptions for the Primary Payer

The Claim Printing options available for the 1500 form on the Exceptions: When Payer is Primary tab apply only when the payer associated with the library is the primary payer. In File Maintenance, select Libraries, and then select Claim Printing. The Claim Printing List window opens. Double-click the applicable library or select Open Menu, and then select New. Select Exceptions: When Payer is Primary. Select the claim type in 1500 Claims, UB Claims, or the ADA Claims. Select OK. Parent topic: Claim Print Options in Claim Printing Library

Help Guide for NextGen® Enterprise PM 8

Set Up Exceptions for a Tertiary Payer

In File Maintenance, select Libraries and then Claim Printing. The Claim Printing List window opens. Double-click the applicable library or select open menu button and select New. Select the Exceptions: When Payer is Tertiary tab. Select the claim type in the 1500 Claims, UB Claims, or the ADA Claims fields. Select Print EOB(s) when printing tertiary claim, if you want to print all EOBs when printing the tertiary claim. Select OK. Parent topic: Claim Print Options in Claim Printing Library

Help Guide for NextGen® Enterprise PM 8

Set Up Claim Print Options for All Payers

The Common Rules tab lists the Claim Printing options that apply to all payers. You must create and attach a Claim Printing library to a practice at the practice preference level before a paper claim can be generated. 1500 Claims, UB Claims, and ADA Claims are available in the Claim Printing library. The Claim Printing library attached at the practice preferences level is the default library. At the payer level, if needed, you can set up an alternate Claim Printing library for a specific payer. In File Maintenance, select Libraries > Claim Printing. The Claim Printing List window opens. Select the library, and then select New. The Claim Printing window opens. The Claim Printing library enables you to specify options that define which information prints on claim forms. Select the claim type in the 1500 Claims, UB Claims, and ADA Claims fields. Select the settings for the print options in the Option and Setting columns. Select OK. Parent topic: Claim Print Options in Claim Printing Libra

Help Guide for NextGen® Enterprise PM 8

Set Up Exceptions for a Secondary Payer

The Claim Printing options available for the 1500 form on the Exceptions: When Payer is Secondary tab apply only when the payer associated with the library is the secondary payer. In File Maintenance, select Libraries and then Claim Printing. The Claim Printing List window opens. Double-click the applicable library or select open menu button and select New. Select the Exceptions: When Payer is Secondary tab. Select the claim type in the 1500 Claims, UB Claims, or the ADA Claims fields. Choose the settings for the options you want to use and then select OK. Parent topic: Claim Print Options in Claim Printing Library

Help Guide for NextGen® Enterprise PM 8

Set Up Exceptions for the Primary Payer

The Claim Printing options available for the 1500 form on the Exceptions: When Payer is Primary tab apply only when the payer associated with the library is the primary payer. In File Maintenance, select Libraries and then Claim Printing. The Claim Printing List window opens. Double-click the applicable library or select Open Menu and select New. Select the Exceptions: When Payer is Primary tab. Select the claim type in the 1500 Claims, UB Claims, or the ADA Claims fields. Choose the settings for the options you want to use and then select OK. Parent topic: Claim Print Options in Claim Printing Library

File Maintenance Help for NextGen® Enterprise 8

Set Up Exceptions for a Secondary Payer

The Claim Printing options available for the 1500 form on the Exceptions: When Payer is Secondary tab apply only when the payer associated with the library is the secondary payer. In File Maintenance, select Libraries and then Claim Printing. The Claim Printing List window opens. Double-click the applicable library or select open menu button and select New. Select the Exceptions: When Payer is Secondary tab. Select the claim type in the 1500 Claims, UB Claims, or the ADA Claims fields. Choose the settings for the options you want to use and then select OK. CMS 1500 (2012) UB04 & UB92 Options ADA (2019 and 2024) Form Options for Secondary Payer There are several common claim print options applicable to ADA 2019 and ADA 2024 claim forms for the secondary payer. Coordination of Benefits Options Parent topic: Claim Print Options in Claim Printing Library

Set Up Exceptions for a Secondary Payer

Recommendations

Set Up Exceptions for the Primary Payer

Set Up Exceptions for a Tertiary Payer

Set Up Claim Print Options for All Payers

Set Up Exceptions for a Secondary Payer

Set Up Exceptions for the Primary Payer

Set Up Exceptions for a Secondary Payer

Set Up Exceptions for a Secondary Payer

Set Up Exceptions for the Primary Payer

Set Up Exceptions for a Tertiary Payer

Set Up Claim Print Options for All Payers

Set Up Exceptions for a Secondary Payer

Set Up Exceptions for the Primary Payer

Set Up Exceptions for a Secondary Payer