Significant Events for Appointments

Help Guide for NextGen® Enterprise PM 8

Add Insurances to Appointments

You can add and modify diagnoses and patient insurance details, including self-pay. 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 open menu icon and select New Insurance. Select the insurance, and then select the arrow button to move the insurance to the Selected Insurance section. Note: When attaching insurance to an appointment requiring a referral or authorization, notifications will be prompted for the Primary Payer only, with the authorization notification appearing first if both are needed. If the patient is over 65 and the primary payer is not Medicare or lacks the Medicare Replacement Payer option, an alert will be displayed. Alerts are shown in the order of Payer alert, Authorization Required alert, Referral Required alert, and the Patient is over 65 and Medicare was not selected alert. Note: Payers with an expiration date ap

Help Guide for NextGen® Enterprise PM 8

Modify Appointment Insurance Information

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 r

Help Guide for NextGen® Enterprise PM 8

Track Patient Appointment Modifications Using Significant Events

You can track modifications to patient appointments by turning on significant events, which log messages in the Appointment Insurance Selection window. The messages detail actions such as adding or deleting insurance, indicating self-pay, and replacing insurance, along with associated payer and appointment or encounter numbers. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Significant Events. The Significant Event Information window opens. Select the checkbox next to the significant events you want. Note: Significant events for appointment insurances are selected by default. Select OK. Parent topic: Significant Events for Appointments

Help Guide for NextGen® Enterprise PM 8

Insurance/Diagnosis Tab

The Insurance/Diagnosis tab on the Add/Edit Appointment window displays insurance and ICD information for the patient. The Appointment Insurance section displays insurances linked to the appointment. Authorizations and/or referrals numbers are listed below each insurance, if applicable. The ICD-CM section displays a listing of ICD codes linked to the current open appointment, if applicable. Add Insurances to Appointments You can add insurance to an appointment in NextGen Enterprise PM with the Appointment Book. Appointment Insurance Columns You can add or remove columns to view on the Appointment Insurance section. Modify Appointment Insurance Information You can update patient insurance details to ensure accurate billing and coverage. Configure Patient Insurance Data You can use the Appointment Insurance Selection window to check the patient's insurance details, add or modify information in various categories, and open the Insurance Maintenance window. Significant Events for Appointme

Help Guide for NextGen® Enterprise PM 8

Significant Events for Encounters

Once enabled, significant event messages are recorded in the Patient Chart > Clinical History/Notes tab when the event occurs. Significant Event messages for encounters include the following: Encounter Accessed Encounter Alternate Diagnosis Mapped Encounter Bad Debt Status has reached $0 Balance Encounter Bill Printed Encounter Charge Alternate Diagnosis Mapped Encounter Charge Deleted Encounter Collections Agency Change Encounter Deleted Encounter Diagnosis Viewed Encounter Field Modified Encounter Guarantor Changed Encounter Insurance Deleted Encounter Insurance Re-Ordered Encounter Locked Encounter Lookup Criteria Encounter Rate Adjustment Reversed Encounter Rate SIM and Amount Removed Encounter Status Change Encounter Unlocked Enable Significant Events for Encounters There may be modifications made to patient encounters. To track these modifications, you must enable the appropriate significant events. View Significant Events for Encounters Significant events are enabled to view mod

Help Guide for NextGen® Enterprise PM 8

Significant Events for Encounters

Once enabled, significant event messages are recorded in the Patient Chart > Clinical History/Notes tab when the event occurs. Significant Event messages for encounters include the following: Encounter Accessed Encounter Alternate Diagnosis Mapped Encounter Bad Debt Status has reached $0 Balance Encounter Bill Printed Encounter Charge Alternate Diagnosis Mapped Encounter Charge Deleted Encounter Collections Agency Change Encounter Deleted Encounter Diagnosis Viewed Encounter Field Modified Encounter Guarantor Changed Encounter Insurance Deleted Encounter Insurance Re-Ordered Encounter Locked Encounter Lookup Criteria Encounter Rate Adjustment Reversed Encounter Rate SIM and Amount Removed Encounter Status Change Encounter Unlocked Enable Significant Events for Encounters There may be modifications made to patient encounters. To track these modifications, you must enable the appropriate significant events. View Significant Events for Encounters Significant events are enabled to view mod

Significant Events for Appointments

Recommendations

Add Insurances to Appointments

Modify Appointment Insurance Information

Track Patient Appointment Modifications Using Significant Events

Insurance/Diagnosis Tab

Significant Events for Encounters

Significant Events for Encounters

Add Insurances to Appointments

Modify Appointment Insurance Information

Track Patient Appointment Modifications Using Significant Events

Insurance/Diagnosis Tab

Significant Events for Encounters

Significant Events for Encounters