Promote or Demote Insurance

NextGen® Enterprise EHR Help

Hide Insurance Information

You can hide the insurance information on a patient's chart in scenarios such as an incorrect insurance added to a patient's chart. In the Insurance Listing section of the Demographics tab, select the Open Menu and then select Hide Insurance. The Hide Insurance icon displays next to the insurer's name. A check mark appears next to Hide in the open menu. Select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

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

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

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

Help Guide for NextGen® Enterprise PM 8

Promote or Demote Insurance

After you add an insurer to a person or patient's profile, you can promote or demote the insurance provider. You can only promote the payers up to the insured level. You cannot promote a payer, with a relation as a subscriber, higher than a payer with the patient as the subscriber on this window. In the Insurance Listing section of the Demographics tab, select the applicable insurer. Select the Open Menu , and then select one of the following: Promote to move the insurer higher in the list. Demote to move the insurer down in the list. To save the change, select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Promote or Demote Insurance

After you add an insurer to a person or patient's profile, you can promote or demote the insurance provider. You can only promote the payers up to the insured level. You cannot promote a payer, with a relation as a subscriber, higher than a payer with the patient as the subscriber on this window. In the Insurance Listing section of the Demographics tab, select the applicable insurer. Select the Open Menu , and then select one of the following: Promote to move the insurer higher in the list. Demote to move the insurer down in the list. To save the change, select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

Promote or Demote Insurance

Recommendations

Hide Insurance Information

Add Insurance for Patients and Persons

Modify Insurance Information

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Promote or Demote Insurance

Promote or Demote Insurance

Hide Insurance Information

Add Insurance for Patients and Persons

Modify Insurance Information

Document Eligibility Verification for Patients or Other Persons

Promote or Demote Insurance

Promote or Demote Insurance