Request a Provider Referral Inquiry

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

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

Request a Provider Referral Inquiry

After you add an insurer to a person/patient's profile, you can request a history file for all previous patient referrals from the insurer. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select Referral History. The Provider Referral Inquiry window appears. Enter the Requesting Physician. This field is required. Enter any additional information. Select OK to save the changes. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Request a History of Provider Referrals

After you add an insurer to the profile for a patient or other person, you can request a history file for all previous patient referrals from the insurer. From the main toolbar in NextGen® Enterprise PM, select Chart. In the Patient Lookup window, enter search criteria, and then select Find. In Matching Records, right-click the patient record, and then select Open.The Demographics tab opens in the Modify Patient Information window. In Insurance Listing, select the open menu icon, and then select Referral History. In the Provider Referral Inquiry window, enter the requesting physician's name and any other information. Select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

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

Submit a New Referral for a Patient or Other Person

This feature is available only for practices with a NextGen® Eligibility Verification license. After you add an insurer to a patient's or person's profile, you can refer them to other providers. From the main toolbar in NextGen® Enterprise PM, select Chart. In the Patient Lookup window, enter search criteria, and then select Find. In Matching Records, right-click the patient record, and then select Open.The Demographics tab opens in the Modify Patient Information window. In Insurance Listing, select the open menu icon, and then select New Referral. In the New Referral Entry window, select from the following required fields: Requesting Physician Referred To Entity Type Place of Service Select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

Request a Provider Referral Inquiry

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Add a New Referral to a Person or Patient

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Request a Provider Referral Inquiry

Add a New Referral to a Person or Patient

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Request a Provider Referral Inquiry

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Add a New Referral to a Person or Patient

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