Add Insurance for Patients and Persons

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 opes. Select the desired tab to update or add information. You can access the following tabs in the Insurance Maintenance window: 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

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

NextGen® Enterprise EHR Help

Document Eligibility Verification for Patients or Other Persons

This feature is available only for practices that have a NextGen® Eligibility Verification license. After you add an insurer to a patient or other person's profile, you can create and issue an eligibility inquiry. Some practices require insurers to confirm eligibility before performing a medical procedure. 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 Eligibility Verification. In the Eligibility Verification window, select one or more entries in the Requesting Physician and Type of Service fields. Select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Add Authorization Codes for Patients or Other Persons

After you add insurance information to the profile for a patient or other person, you can add an authorization code. Some practices require that you attach an authorization code to a patient's chart before performing a medical procedure. 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 Authorization. In the Authorization Listing window, select the open menu icon, and then select New. In the Authorization Code Tracking window, enter data in the following required fields: Authorization Code Effective Date Expiration Date Select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Managing Insurance Information for a Person or Patient Profile

Managing Insurance Information for a Person or Patient Profile 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

Help Guide for NextGen® Enterprise PM 8

Add Insurance for Patients and Persons

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 hid

Add Insurance for Patients and Persons

Recommendations

Modify Insurance Information

Submit a New Referral for a Patient or Other Person

Document Eligibility Verification for Patients or Other Persons

Add Authorization Codes for Patients or Other Persons

Managing Insurance Information for a Person or Patient Profile

Add Insurance for Patients and Persons

Modify Insurance Information

Submit a New Referral for a Patient or Other Person

Document Eligibility Verification for Patients or Other Persons

Add Authorization Codes for Patients or Other Persons

Managing Insurance Information for a Person or Patient Profile

Add Insurance for Patients and Persons