Before you begin
When an eligibility request is submitted from an encounter, eligibility only references the insurance attached to the encounter.
- Open NextGen® Enterprise PM, and then select Chart.
The Patient Lookup window opens.
- Enter the patient details, and then select OK.
The Patient Chart window opens.
- Select Encounters, right-click the encounter, and then select Add Insurance.
The Encounter Insurance Selection window opens.
- In the Selected Insurance section, select the payer, and then select OK.
- On the NextGen® Enterprise PM toolbar, Select Encounter.
The Encounter Lookup window opens.
- Enter the encounter number.
- In the Encounter List section, right-click the encounter, and then select .
The
Eligibility Verification window opens.
Note: When you submit an eligibility request for the encounter without insurance attached, a message appears stating that this patient has no eligibility verification-supported insurance. You can select Other Payer for ad hoc processing.
