Modify Insurance Information

NextGen® Enterprise EHR Help

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

Help Guide for NextGen® Enterprise PM 8

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

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

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 and Financial Information to Patient Encounters

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 the Insurance tab. In Encounters, select an encounter, and then in Encounter Insurance, right-click a listed insurance, and then select Open. You can also open the Insurance Maintenance window by right-clicking the added payer. Note: To add manual referrals on Insurance Maintenance, you must configure the practice preferences to view Referral Required checkbox on Insurance Maintenance. You can also scan the patient insurance card in Insurance Maintenance. For more information on setting up payers, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen

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

Modify Insurance Information

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Add Insurance for Patients and Persons

Modify Insurance Information

Modify Insurance Information

Managing Insurance Information for a Person or Patient Profile

Add Insurance and Financial Information to Patient Encounters

Managing Insurance Information for a Person or Patient Profile

Modify Insurance Information

Add Insurance for Patients and Persons

Modify Insurance Information

Modify Insurance Information

Managing Insurance Information for a Person or Patient Profile

Add Insurance and Financial Information to Patient Encounters

Managing Insurance Information for a Person or Patient Profile