Request a History of Provider Referrals

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

Help Guide for NextGen® Enterprise PM 8

Request a Provider Referral Inquiry

After you add an insurer to a person/patient's profile, you can request a history file for all previous patient referrals from the insurer. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select Referral History. The Provider Referral Inquiry window appears. Enter the Requesting Physician. This field is required. Enter any additional information. Select OK to save the changes. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Request a Provider Referral Inquiry

After you add an insurer to a person/patient's profile, you can request a history file for all previous patient referrals from the insurer. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select Referral History. The Provider Referral Inquiry window appears. Enter the Requesting Physician. This field is required. Enter any additional information. Select OK to save the changes. Parent topic: Managing Insurance Information for a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

Add a New Referral to a Person or Patient

This feature is only available for practices that use NextGen® Eligibility Verification license. After you add an insurer to a person/patient's profile, you can refer the person/patient to a different provider. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select New Referral. The New Referral Entry window appears. Complete the following required fields Requesting Physician Referred To Entity Type Place of Service Enter any additional information, and select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

NextGen® Enterprise EHR Help

Add a New Referral to a Person or Patient

This feature is only available for practices that use NextGen® Eligibility Verification license. After you add an insurer to a person/patient's profile, you can refer the person/patient to a different provider. In the Insurance Listing section of the Demographics tab, select the Open Menu , and then select New Referral. The New Referral Entry window appears. Complete the following required fields Requesting Physician Referred To Entity Type Place of Service Enter any additional information, and select OK. Parent topic: Managing Insurance Information for a Person or Patient Profile

Request a History of Provider Referrals

Recommendations

Submit a New Referral for a Patient or Other Person

Document Eligibility Verification for Patients or Other Persons

Request a Provider Referral Inquiry

Request a Provider Referral Inquiry

Add a New Referral to a Person or Patient

Add a New Referral to a Person or Patient

Submit a New Referral for a Patient or Other Person

Document Eligibility Verification for Patients or Other Persons

Request a Provider Referral Inquiry

Request a Provider Referral Inquiry

Add a New Referral to a Person or Patient

Add a New Referral to a Person or Patient