Managing Insurance Information for a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

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

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

NextGen® Enterprise EHR Help

Add a New Referral to a Person or Patient

This feature is only available for practices that use NextGen® Eligibility Verification license. After you add an insurer to a person/patient's profile, you can refer the person/patient to a different provider. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select New Referral. The New Referral Entry window appears. Complete the following required fields Requesting Physician Referred To Entity Type Place of Service Enter any additional information, and select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Managing Demographic Information

On the Demographics tab, you can enter general information for a person or patient, such as address, demographics, contact phone numbers, contact, insurance, and notification methods for the patient. If your practice is licensed for EDI, the link appears on this window. When you select the link, the EDI Messaging window opens where you can view the patient's notification preferences for balance reminders, appointment reminders, and recall plans. Information on the Demographics tab is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Demographics tab is available as follows: Window NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes Yes Demographic Information in a Person or Patient Profile Demographic information for a person or patient includes identifying information, contact information, and insurance information. Managing an

NextGen® Enterprise EHR Help

Add an Eligibility Verification to a Person or Patient

This feature is only available for practices that has NextGen® Eligibility Verification license. After you add an insurer to a person or patient's profile, you can create and issue an Eligibility Inquiry. Some practices require a confirmation of eligibility from an insurer before performing a medical procedure. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select Eligibility Verification. The Eligibility Verification window appears. Select one or more entries in the following required fields. Requesting Physician Type of Service Enter any additional information. Select OK to save the changes. Parent topic: Managing Insurance Information for a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

Add Insurance to a Person or Patient Profile

You can add insurance for a patient or person in the Add/Modify Person Information window or the Add/Modify Patient Information window. These windows enable you to: Add insurance to a person or patient Modify insurance Information Hide Insurance Information Add an Authorization to a Person or Patient Add an Eligibility Verification to a Person or Patient Add a new referral to a Person or Patient Request a provider referral inquiry Promote or demote insurance To review detailed information about adding or modifying insurance information, go to the NextGen Healthcare Success Community and download the Patient Demographics User Guide for NextGen® Enterprise PM. Parent topic: Add Demographics to Patient Profiles

Managing Insurance Information for a Person or Patient Profile

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