NextGen Knowledge Center

Add Insurance to Multiple Self-Pay Encounters

From the Encounter Insurance Selection window, after you add an insurance to a self-pay encounter and select OK, the Attach [Insurance] to Multiple Encounters window opens and lists other self-pay encounters for the patient.

Only those encounters that meet the following criteria are listed:
  • The encounters must be self-pay with no insurance attached.
  • The billable date on the self-pay encounters must fall within the effective and expiration dates of the insurance.
  • The encounters must have the status of unbilled, billed, or rebill.

  1. Access the patient chart.
  2. Select the Encounters tab.
  3. From the Encounters list, select a self-pay encounter.
  4. Right-click and select Add Insurance.
    The Encounter Insurance Selection window opens.
  5. From the Insurance Listing section on the left, add one or more insurances to the Selected Insurance section on the right.
  6. To save changes and close the window, select OK.
    The Attach [Insurance] to Multiple Encounters window opens.
    Other self-pay encounters for the patient are listed and preselected (checked) for update on the left.
  7. Do one of the following:
    • To close the window without adding insurance to other self-pay encounters, select Close.
    • To add insurance to other self-pay encounters, Deselect (uncheck) self-pay encounters that should not have insurance added and then select Add Ins.
    The Billable Date on the encounter determines if a payer is added as primary, secondary, or not at all. For example, if the encounter has a Billable Date that is within the effective/expiration dates:
    • On both BCBS and Aetna, then BCBS will be added to the encounter as primary and Aetna will be added as secondary.
    • On BCBS, but not within the dates on Aetna, then BCBS will be added to the encounter as primary and Aetna will not be added at all.
    • On Aetna, but not within the dates on BCBS, then Aetna will be added to the encounter as primary and BCBS will not be added at all.