You can add insurance information for a patient or other person by using the Insurance Maintenance window. The system administrator manages the list of insurers in File Maintenance in the Payers master file.
- 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 Insurance.
- In the Payer Lookup window, enter search criteria for the payer, and then select Find.
- In Payer List, double-click the applicable payer.
- In the Insurance Maintenance window, select the Detail tab, and then enter the health insurance claim or policy number in HIC/Policy Nbr.
- Optional: Enter any additional information required by your practice.
- Select OK.
Note: In the
Insurance Listing section of the
Demographics tab, you can hide an insurer by selecting the open menu
, selecting
Hide Insurance, and then selecting
OK.
