Submit a New Referral for a Patient or Other Person

NextGen® Enterprise EHR Help

Request a History of Provider Referrals

After you add an insurer to the profile for a patient or other person, you can request a history file for all previous patient referrals from the insurer. 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 Referral History. In the Provider Referral Inquiry window, enter the requesting physician's name and any other information. 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

NextGen® Enterprise EHR Help

Add Authorization Codes for Patients or Other Persons

After you add insurance information to the profile for a patient or other person, you can add an authorization code. Some practices require that you attach an authorization code to a patient's chart 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 Authorization. In the Authorization Listing window, select the open menu icon, and then select New. In the Authorization Code Tracking window, enter data in the following required fields: Authorization Code Effective Date Expiration Date Select OK. 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

Help Guide for NextGen® Enterprise PM 8

Add Insurance to a Person or Patient Profile

You can add insurance for a patient or person in the Add/Modify Person Information window or the Add/Modify Patient Information window. These windows enable you to: Add insurance to a person or patient Modify insurance Information Hide Insurance Information Add an Authorization to a Person or Patient Add an Eligibility Verification to a Person or Patient Add a new referral to a Person or Patient Request a provider referral inquiry Promote or demote insurance To review detailed information about adding or modifying insurance information, go to the NextGen Healthcare Success Community and download the Patient Demographics User Guide for NextGen® Enterprise PM. Parent topic: Add Demographics to Patient Profiles

Submit a New Referral for a Patient or Other Person

Recommendations

Request a History of Provider Referrals

Document Eligibility Verification for Patients or Other Persons

Add Authorization Codes for Patients or Other Persons

Add a New Referral to a Person or Patient

Add a New Referral to a Person or Patient

Add Insurance to a Person or Patient Profile

Submit a New Referral for a Patient or Other Person

Request a History of Provider Referrals

Document Eligibility Verification for Patients or Other Persons

Add Authorization Codes for Patients or Other Persons

Add a New Referral to a Person or Patient

Add a New Referral to a Person or Patient

Add Insurance to a Person or Patient Profile