NextGen Knowledge Center

Manage Insurance Selections for Orders

Before you begin

  • Ensure that you have configured the insurance list in System Administrator to grant or deny the permissions to add insurances to different user roles. For more information on user permission configurations, see Assign Permission to Add Insurance.
  • Ensure that you have configured insurances in the Payers master file in File Maintenance. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise.
Computerized Physician Order Entry (CPOE) derives the encounter-level insurance settings from Practices Preferences in File Maintenance. You can manually change insurance selections at the order level and change also the priority of the selected insurances.
  1. Open CPOE.
  2. Select an order item.
  3. Assign a diagnosis to the selected order item.
  4. Select the All tab.
    Under the Order Details section, all active and inactive insurances for the patient appear in the Selected Insurances and Available Insurances lists respectively.

  5. To select a payer, drag and move the payer from the Available Insurances list to the Selected Insurances list.
    1. To change the priority of a selected payer, in the Available Insurances list, drag the payer up or down according to the priority.
    2. To remove a payer from the Selected Insurances list, drag and move the payer from the Selected Insurances list to the Available Insurances list.
  6. To include a new payer for the order, select Add Insurance.
    The Payer Lookup window opens where you can locate and add payers from the patient's demographics record.

  7. Enter the payer's details and select Find.
    The search results of the payer appear in the Payer List section.

  8. Double-click the applicable payer.
    The Insurance Maintenance window opens.
  9. Under the Detail tab, in HIC/Policy Nbr, enter the Health Insurance Claims (HIC) policy number and select OK.
    The payer appears in the Available Insurances list under Order Details.
  10. To select and add the payer to the Available Insurances list, repeat step 5.
Related concepts
Selecting Orders
Related tasks
Assign Permissions to Add Insurance
Add Diagnoses to Order Items
Manage General Order Details