Hide Insurance Information

NextGen® Enterprise EHR Help

Promote or Demote Insurance

After you add an insurer to a person or patient's profile, you can promote or demote the insurance provider. You can only promote the payers up to the insured level. You cannot promote a payer, with a relation as a subscriber, higher than a payer with the patient as the subscriber on this window. In the Insurance Listing section of the Demographics tab, select the applicable insurer. Select the Open Menu , and then select one of the following: Promote to move the insurer higher in the list. Demote to move the insurer down in the list. To save the change, select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Modify Insurance Information

Modify Insurance Information Modify Insurance Information After you add insurance information to a person or patient's profile, you can view the insurance information in the Insurance Maintenance window. In this window, you can add new information or modify existing information. In the Insurance Listing section of the Demographics tab, select the Open Menu button and then select Open Insurance Information. The Insurance Maintenance window appears. Select the desired tab to update or add information. You can access the following tabs in the Insurance Maintenance window: Detail Detail - 2 Ins Cards Benefit Info Authorizations Referrals Elig/Referral Website External For detailed information about modifying insurance information, go to the NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide for NextGen® Enterprise PM. Select OK to save the new or modified information. Parent topic: Managing Insurance Information for a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

Hide Insurance Information

You can hide the insurance information on a patient's chart in scenarios such as an incorrect insurance added to a patient's chart. In the Insurance Listing section of the Demographics tab, select the Open Menu and then select Hide Insurance. The Hide Insurance icon displays next to the insurer's name. A check mark appears next to Hide in the Open menu. Select OK to save the changes. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Managing Insurance Information for a Person or Patient Profile

You can associate insurance information on the following windows: Add Person Information and Modify Person Information windows for person records Add Patient Information and Modify Patient Information windows for patient records In the Available Insurance section of the Demographics tab, select the Open Menu to perform the following tasks: Add Insurance to a Person or Patient record Hidden Insurance Information Open Insurance Information for a Person or Patient record Hide Insurance Add an Authorization to a Person or Patient record Add an Eligibility Verification to a Person or Patient record Add a Referral to a Person or Patient record Request a Provider Referral Inquiry Promote or Demote Insurance For more information on adding or modifying insurance information, go to the NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide for NextGen® Enterprise PM. Add Insurance to a Person or Patient You can use the Insurance Maintenance window to add an

Help Guide for NextGen® Enterprise PM 8

Viewing Hidden Payers Information

In the Insurance Listing section on the Demographics tab, you can display the hidden payers by selecting the Show Hidden check box. When you clear the selection, the hidden payers are not displayed in Insurance Listing. Note: The Show Hidden check box is not selected by default. You can perform the following actions related to hidden insurance: Displaying hidden payers- In the Insurance Listing section, the hidden payers are displayed after unhidden payers. If there are employer insurances, the hidden payers are displayed after the employer insurances. Note: When a new payer is marked as hidden, it appears at the end in the list of hidden payers. Promoting or Demoting hidden payers- You can promote and demote hidden payers only within the group of hidden payers. Note: If you attempt to promote the hidden payers above the unhidden payers,a warning message appears stating that a hidden insurance cannot be promoted above unhidden insurances. Saving the changes- When you select a payer as

Help Guide for NextGen® Enterprise PM 8

Viewing Hidden Payers in the Patient Chart

You can view hidden payers on the Insurance Listing window on the patient chart, by selecting the Show Hidden check box. Note: The Show Hidden check box is not selected by default. Hidden insurance in PIB In the Insurance Listing section, the hidden payers are displayed at the end of the list. If employer insurances are included, the hidden payers are displayed after the employer insurances. Note: When a new payer is marked as hidden, the payer appears at the end in the list of hidden payers. You can promote and demote hidden payers only within the group of hidden payers. Note: If you attempt to promote the hidden payers above the unhidden payers, then a warning message appears stating the restriction. When you select a payer as Available, promote , or demote a hidden payer, you must manually save the changes to the database by selecting OK. Parent topic: Patient Information Bar

Hide Insurance Information

Recommendations

Promote or Demote Insurance

Modify Insurance Information

Hide Insurance Information

Managing Insurance Information for a Person or Patient Profile

Viewing Hidden Payers Information

Viewing Hidden Payers in the Patient Chart

Promote or Demote Insurance

Modify Insurance Information

Hide Insurance Information

Managing Insurance Information for a Person or Patient Profile

Viewing Hidden Payers Information

Viewing Hidden Payers in the Patient Chart