Perform Patient Eligibility Check from the Workflow Module

NextGen® Enterprise EHR Help

Perform Eligibility Check for a Batch from the Workflow Module

You can check the eligibility for all patients scheduled to have an appointment for current day. To perform the eligibility check for patients in a batch, you must have either SureScripts services enabled. In NextGen® Enterprise EHR, select File > Work Flow. Select the Appointment icon. Select Batch Rx Eligibility. The application sends an eligibility request. A message indicating that the eligibility check was successfully sent appears. Select OK. Parent topic: Eligibility Check

NextGen® Enterprise EHR Help

Perform a Manual Eligibility Check

To perform a patient eligibility check, you must have Surescripts services enabled. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To view the Medications module for the patient, select Medications on the Quick Buttons panel. The Medications module opens. If the eligibility status displays No eligibility status, select Eligibility.The Checking Patient Eligibility window opens. While the NextGen® Enterprise EHR is acquiring information, the eligibility status is Pending. When the NextGen® Enterprise EHR acquires the available patient eligibility information, the status changes to Eligible. If the patient is not eligible, the status displays Not Eligible. Note: A patient can have multiple eligibilities. If you want to view the details of a patient's eligibility, select the eligibility status.The Patient Eligibility window opens. You can then select specific pharmacy benefit manager from the Benefit Source field. Patient Eligibility A patient eligibility ch

NextGen® Enterprise EHR Help

Perform Patient Eligibility Check from the Workflow Module

Before you begin To perform a patient eligibility check, you must have either SureScripts services enabled. You can check a patient's eligibility from the appointment list of the Workflow module. In NextGen® Enterprise EHR, select File > Work Flow. The Workflow module opens. Select a patient's appointment. Right-click and select Check Rx Eligibility. The application sends an eligibility request. A message indicating that the eligibility check was successfully sent appears. Select OK. Parent topic: Eligibility Check

NextGen® Enterprise EHR Help

Perform Eligibility Check for a Batch from the Workflow Module

You can check the eligibility for all patients scheduled to have an appointment for current day. To perform the eligibility check for patients in a batch, you must have either SureScripts services enabled. In NextGen® Enterprise EHR, select File > Work Flow. Select the Appointment icon. Select Batch Rx Eligibility. The application sends an eligibility request. A message indicating that the eligibility check was successfully sent appears. Select OK. Parent topic: Eligibility Check

NextGen® Enterprise EHR Help

Eligibility Check

If you enable Surescripts® in File Maintenance, you can perform an eligibility check for a patient. The eligibility check for each patient can be performed once in 72 hours. If you run a batch eligibility check in the morning for all patients with appointments and then open the Medications module, NextGen® Enterprise EHR automatically verifies when the last eligibility check was performed. If it has been more than 72 hours since the last eligibility check, NextGen® Enterprise EHR automatically sends the following patient information to the Surescripts® network for eligibility check: First name Last name Date of birth Gender Zip code Types of Patient Eligibility Check Patient Eligibility Status Perform a Manual Eligibility Check Eligibility check enables you to perform a manual eligibility check. Perform Patient Eligibility Check from the Workflow Module Perform Eligibility Check for a Batch from the Workflow Module Parent topic: Supported ePrescribing Features Parent topic: Layout of M

NextGen® Enterprise EHR Help

Perform a Manual Eligibility Check

To perform a patient eligibility check, you must have Surescripts services enabled. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To view the Medications module for the patient, select Medications on the Quick Buttons panel. The Medications module opens. If the eligibility status displays No eligibility status, select Eligibility.The Checking Patient Eligibility window opens. While the NextGen® Enterprise EHR is acquiring information, the eligibility status is Pending. When the NextGen® Enterprise EHR acquires the available patient eligibility information, the status changes to Eligible. If the patient is not eligible, the status displays Not Eligible. Note: A patient can have multiple eligibilities. If you want to view the details of a patient's eligibility, select the eligibility status.The Patient Eligibility window opens. You can then select specific pharmacy benefit manager from the Benefit Source field. Patient Eligibility A patient eligibility ch

Perform Patient Eligibility Check from the Workflow Module

Before you begin

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Perform a Manual Eligibility Check