Enter Insurance Payer Information

NextGen® Enterprise EHR Help

Enter Insurance Payer Information

Insurance for a patient is automatically brought over from the patient's demographics record when a patient is selected and a test order is created. The insurance information displays on the General tab, in the bottom pane. Insurances with the check box selected are selected to be billed for tests ordered. Note: If the applicable payer and health plan do not display in the Insurances section, you can add them using the Encounter Level Insurance option on theEncounter History tab, or by selecting New next to the down arrow. Select the General tab. The Insurances section appears, listing available and selected payers for the insured person To select a payer for a test, select the check box for the payer in the Available section. If a patient has insurance coverage from more than one insurer, you can select multiple payers. Each selected payer moves to the Selected section. To set the insurance priority if multiple payers are selected for a patient, select the payer in the Selected sectio

Help Guide for NextGen® Enterprise PM 8

Add Payers and Guarantors to a Case on the Financial Tab

To set up payers and guarantors for a case, access the Financial tab. Access the desired case. Select the Financial tab. Select the patient's Employer. Select whether condition for this Case is related to the patient's employment. Enter any Employer Notes. Select the Guarantor for the Case. If needed, perform a search for a person or an employer. Select the Payers for this Case. Select the open menu icon. The Case Insurance Selection window opens. Select the pertinent Payers. Select OK. CAUTION: All of the Encounters attached to the Case must contain the same Payer as the selected Case. Once you have set up Case Payer, you are able to select Available Encounters and set up Synchronizing Encounters to a Case. If necessary, set up the payer authorization information. If necessary, set up the primary payer authorization number. If necessary, set up the primary payer reference number. If necessary, enter the Primary Payer Property/Casualty Number. If necessary, enter worker's compensation,

Help Guide for NextGen® Enterprise PM 8

Add Insurance to Encounters

You can use the Encounter Insurance Selection window to add one or more insurances to an encounter for billing or to access the Insurance Maintenance window for an insurance. A pushpin appears in columns when data exists for the category. To quickly view existing data for a category, you can hover over the pushpin icon, or select the pushpin icon to access the specific tab on the Insurance Maintenance window. For example, hover over the pushpin icon in the Card column to view the Last Card Attached Date or select the pushpin icon to access the Insurance Maintenance > Ins Cards tab. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup.. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select Encounters, and then select on the Insurance t

NextGen® Enterprise EHR Help

Assign Insurance to an Encounter

You can assign insurance to an unlocked encounter. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an encounter, select Encounter Options, and then select Encounter Level Insurance.The Encounter Insurance Selection window opens. The top pane lists the patient available and selected insurance. The bottom pane lists significant events by date and time and creator. If there are multiple significant events, you can select the Date/Time arrow to sort the events in ascending or descending chronological order. To assign insurance to the encounter, do the following: In the Available Insurance section, select the insurance to attach to the encounter. Select the right-arrow button to move insurance to the Selected Insurance section. If there is more than one payer, attach each payer to the encounter in the following order for billing: Primary Secondary Tertiary Note: If an insurance has expired, a warning message appears when yo

NextGen® Enterprise EHR Help

Assign Insurance to an Encounter

You can assign insurance to an unlocked encounter. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounters tab, select an encounter, select Encounter Options, and then select Encounter Level Insurance.The Encounter Insurance Selection window opens. The top pane lists the patient available and selected insurance. The bottom pane lists significant events by date and time and creator. If there are multiple significant events, you can select the Date/Time arrow to sort the events in ascending or descending chronological order. To assign insurance to the encounter, do the following: In the Available Insurance section, select the insurance to attach to the encounter. Select the right-arrow button to move insurance to the Selected Insurance section. If there is more than one payer, attach each payer to the encounter in the following order for billing: Primary Secondary Tertiary Note: If an insurance has expired, a warning message appears when you try t

Help Guide for NextGen® Enterprise PM 8

Add Insurance Verification Information to an Encounter

Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Encounters tab, and then select an encounter from the Encounters list, and then select the Insurance tab. Select the open menu icon next to Encounter Insurance, and then select New. In the Encounter Insurance Selection window, select the necessary payer, and then select OK. The insurance information is added. To add additional insurance information, select a payer attached encounter from the Encounters list, and then select an insurance from the Insurance list. In Encounter Insurance, select the payer, and then in Verification, select the open record icon. In the Verification section, you can view the patient eligibility information. In Pati

Enter Insurance Payer Information

Recommendations

Enter Insurance Payer Information

Add Payers and Guarantors to a Case on the Financial Tab

Add Insurance to Encounters

Assign Insurance to an Encounter

Assign Insurance to an Encounter

Add Insurance Verification Information to an Encounter

Enter Insurance Payer Information

Enter Insurance Payer Information

Add Payers and Guarantors to a Case on the Financial Tab

Add Insurance to Encounters

Assign Insurance to an Encounter

Assign Insurance to an Encounter

Add Insurance Verification Information to an Encounter