Annotate, Resize, and Rotate Explanation of Benefits Images

NextGen® Document Management User Guide

Acquire All Documents and Images from a Directory

You can acquire the entire contents of a directory which is on the network or a local system. Open NextGen Document Management. On the toolbar, select Scan & File to open the Batch Information window. Figure 1. Batch information screen Enter a description for the batch of documents or images you are about to acquire. You can leave the default description as QuickScan if you prefer. To assign the acquired batch to a user, select the user name from the Secured to User list. You can secure the batch to up to 5000 users. When you secure a batch to a user, no other user with the same level of security privileges can access the batch. Any person with a higher security setting (such as an administrator) can still access a secured batch. To automatically save the image batch after image acquisition, select the Auto Save Batch After Acquisition checkbox. In Acquire Profile, select Directory Import. Select Acquire. In Browse for Folder, select the directory that contains the files you want to im

NextGen® Document Management User Guide,

Annotate, Resize, and RotateExplanation of Benefits Images

When you view the Explanation of Benefits (EOB) images that are linked to transactions in the NextGen® Enterprise PM application, you can annotate and resize the images. You can also. To annotate, resize, or rotate an EOB image, right-click the image, and then select the command you want from the shortcut menu. To isolate a selected portion of the EOB to include with a claim, select the select mode icon on the image viewer toolbar, and then drag a box over the portion of the EOB image you want to associate with the claim. The application erases the sections at the top and bottom of the image you selected. Note: The application saves the EOB section you select as an annotation to the whole image. To undo the selection, right-click the image, select Annotation, and then select Delete. Link Explanation of Benefits Images to NextGen Enterprise PM Transactions You can link Explanation of Benefits (EOB) images with transaction batches in NextGen® Enterprise PM. Parent topic: Acquiring and Fi

NextGen® Document Management User Guide

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

You can associate Explanation of Benefits (EOB) batches that you scan or import into NextGen® Document Management with the transaction batches you create in NextGen® Enterprise PM. Associating EOB batches enables you to view the EOB information as you enter payment transactions. Note: You can link an image from NextGen® Document Management to an active NextGen® Enterprise PM transaction through the EOB Payment Entry window. You can select Alt+L in NextGen® Enterprise PM when the image you want to link is displayed in the viewer. Open NextGen® Document Management. Scan or import an EOB batch of documents to NextGen® Document Management, and then assign an EOB document type to the batch. OpenNextGen® Enterprise PM, and then when you create a transaction batch, in the Batch Maintenance window, select the NextGen® Document Management EOB batch from the Doc Mgmt Image Batch list.The transaction batch is associated with a batch of EOB documents in NextGen® Document Management. The viewer in

NextGen® Document Management User Guide,

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

You can associate Explanation of Benefits (EOB) batches that you scan or import into NextGen® Document Management with the transaction batches you create in NextGen® Enterprise PM. Associating EOB batches enables you to view the EOB information as you enter payment transactions. Note: To link the current NextGen® Document Management image to the active NextGen® Enterprise PM transaction in EOB Payment Entry window, select Alt+L in NextGen® Enterprise PM when the image you want to link is displayed in the viewer. Open NextGen® Document Management. Scan or import an EOB batch of documents to NextGen® Document Management, and then assign an EOB document type to the batch. OpenNextGen® Enterprise PM, and then when you create a transaction batch, in the Batch Maintenance window, select the NextGen® Document Management EOB batch from the Doc Mgmt Image Batch list. The transaction batch is associated with a batch of EOB documents in NextGen® Document Management. The viewer in NextGen® Enterpr

NextGen® Document Management User Guide,

Create an EOB Document Type

File Maintenance includes an Explanation of Benefits (EOB) document type template that you can apply when you create a document type for EOB batches in NextGen® Document Management. The template automatically assigns EOB-related fields to the document type. Note: To use EOB filing with NextGen® Enterprise PM, a document type with the NextGen EOB template assigned must exist. Open File Maintenance. In Master Files, select System or PM or Document Management, and then select Document Types. The Document Types List window opens. Select the open menu button, and then select New. The Document Type Information window opens. In Document Type Description, enter the name of the document type, making sure the name indicates it is an EOB document type. In Document Type Template, select NextGen EOB as the EOB template you want to apply. The Document Type Information window displays the list of EOB-related fields that comprise the template. Note: Make sure the window displays at least 16 fields. Ot

NextGen® Document Management User Guide

Create an EOB Document Type

File Maintenance includes an Explanation of Benefits (EOB) document type template that you can apply when you create a document type for EOB batches in NextGen® Document Management. The template automatically assigns EOB-related fields to the document type. Note: To use EOB filing with NextGen® Enterprise PM, a document type with the NextGen EOB template assigned must exist. Open File Maintenance. In Master Files, select System or PM or Document Management, and then select Document Types.The Document Types List window opens. Select the open menu button, and then select New.The Document Type Information window opens. In Document Type Description, enter the name of the document type, making sure the name indicates it is an EOB document type. In Document Type Template, select NextGen EOB as the EOB template you want to apply.The Document Type Information window displays the list of EOB-related fields that comprise the template. Note: Make sure the window displays at least 16 fields. Other

Annotate, Resize, and Rotate Explanation of Benefits Images

Recommendations

Acquire All Documents and Images from a Directory

Annotate, Resize, and RotateExplanation of Benefits Images

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

Create an EOB Document Type

Create an EOB Document Type

Annotate, Resize, and Rotate Explanation of Benefits Images

Acquire All Documents and Images from a Directory

Annotate, Resize, and RotateExplanation of Benefits Images

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

Link Explanation of Benefits Images to NextGen® Enterprise PM Transactions

Create an EOB Document Type

Create an EOB Document Type