NextGen Knowledge Center

Update Patient Insurance through OCR

  1. Open NextGen® Enterprise PM.
  2. On the main toolbar, select Chart.
  3. On Patient Lookup, enter search criteria and select the patient.
  4. In the Insurance Listing section, right-click the existing insurance of the patient, and then select Open Insurance Information.
    The Insurance Maintenance window opens.
  5. In the Ins Cards tab of the Insurance Cards section, select the open menu icon.
  6. On Scanning Device Input, select Open Menu > Acquire.
    The window layout may be different for other scanners. The settings are typically similar. For more information, refer to the documentation for your scanner.

  7. On ScanShell 800DX, select the Custom Settings tab and do the following:
    • Select Double Sided.
    • Select Color.
    • From the Resolution(dpi), select 600.
    • From the Scan size, select Business card (90 x 55mm).
  8. Insert the insurance card in the scanner.
  9. Select Scan.
    Both sides of the card are scanned and display in the Scanning Device Input window.

  10. Select OK.
    The Confirm Changes window opens.

    If there is previous patient insurance information, the window highlights any differences between the New Information and the Current Information. If there is no previous patient insurance information, the Current Information column is blank.

  11. In the Confirm Changes window, select Yes to accept and update the patient’s insurance information.
    The Insurance Maintenance window opens the latest insurance information for the patient, which you can verify under the Detail tab.
  12. Select OK.
Update Patient Insurance through OCR