Using OCR to Update Patient Information and Insurance

NextGen® Enterprise EHR Help

Using OCR to Update Patient Information and Insurance

To facilitate updates and reduce the risk of data entry errors, you can employ Optical Character Recognition (OCR) to retrieve a patient's demographic and insurance data from scans of the patient's driver’s license and medical insurance card. The driver's license supplies the patient's first, middle, and last names, address, date of birth, and sex. The insurance card supplies the patient’s payer and policy-related information such as the policy number, group name, group number, and policy expiration date. Note: : A license is required to use the OCR feature. To obtain a license, contact NextGen Healthcare Client Support. Changes made to the patient's demographic and insurance data through the OCR feature are audited. For information on the audit details of the OCR feature, go to the NextGen Healthcare Success Community, and download the Advanced Auditing and Significant Events Overview for NextGen Enterprise. OCR Scanner Requirements Set up Practice Preference for Capitalization of OCR

Help Guide for NextGen® Enterprise PM 8

Using OCR to Update Patient Information and Insurance

To facilitate updates and reduce the risk of data entry errors, you can employ Optical Character Recognition (OCR) to retrieve a patient's demographic and insurance data from scans of the patient's driver’s license and medical insurance card. The driver's license supplies the patient's first, middle, and last names, address, date of birth, and sex. The insurance card supplies the patient’s payer and policy-related information such as the policy number, group name, group number, and policy expiration date. Note: : A license is required to use the OCR feature. To obtain a license, contact NextGen Healthcare Client Support. Changes made to the patient's demographic and insurance data through the OCR feature are audited. For information on the audit details of the OCR feature, go to the NextGen Healthcare Success Community, and download the Advanced Auditing and Significant Events Overview for NextGen Enterprise. OCR Scanner Requirements Set up Practice Preference for Capitalization of OCR

NextGen® Enterprise EHR Help

OCR Scanner Requirements

To capture a patient's demographic and insurance information, use an OCR scanner that can do the following: Scan cards Scan both the front and back of a card in one pass (a duplex scanner is not required, but highly recommended for accuracy) Produce color images Scan at 300 dpi for insurance cards and 600 dpi for both sides of the driver’s license Produce cropped scanned images Be TWAIN compatible The scanner must be connected to the same computer/system that the application is installed in. Parent topic: Using OCR to Update Patient Information and Insurance

NextGen® Enterprise EHR Help

Normalize Capitalization of the OCR Patient Demographic Information

Open NextGen® Enterprise PM. Select Lookup. In People Lookup, enter search criteria and select Find. From the Matching Records list, double-click the a patient. In the Update Patient Information window, right-click the square photograph area in the upper left, and then select Open or New. Modify person information window From the Scanning Device Input window, select the open menu icon, and then select Acquire. From the ScanShell 800DX window, 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). Enter the driver's license in the scanner. Note: In the ScanShell 800DX window, the Paper sensor field glows in green, indicating that the inserted card is ready to scan. Select Scan. Both sides of the license are scanned, but only the front side displays in the Scanning Device Input window. NextGen® Enterprise PM stores the scan of the back side of the license in the da

NextGen® Enterprise EHR Help

Update Patient Insurance through OCR

Open NextGen® Enterprise PM. On the main toolbar, select Chart. On Patient Lookup, enter search criteria and select the patient. In the Insurance Listing section, right-click the existing insurance of the patient, and then select Open Insurance Information.The Insurance Maintenance window opens. In the Ins Cards tab of the Insurance Cards section, select the open menu icon. 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. 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). Insert the insurance card in the scanner. Note: In the ScanShell 800DX window, the Paper sensor field glows in green, indicating that the inserted card is ready to scan. Select Scan. Both sides of the card are sc

NextGen® Enterprise EHR Help

Set Up Practice Preferences for the Capitalization of OCR Demographic Data

To facilitate updates and reduce the risk of data entry errors, you can employ Optical Character Recognition (OCR) to retrieve a patient's demographic and insurance data from scans of the patient's driver’s license and medical insurance card. The driver's license supplies the patient's first, middle, and last names, address, date of birth, and sex. The insurance card supplies the patient’s payer and policy-related information such as the policy number, group name, group number, and policy expiration date. Open File Maintenance. In Master Files, select System > Practices. In the Practice List window, select from the list of available practices. In the Modify Practice Information window, select Preferences. In the Practice Preferences window, select the OCR Title Case checkbox. Select OK. Parent topic: Using OCR to Update Patient Information and Insurance

Using OCR to Update Patient Information and Insurance

OCR Scanner Requirements

Recommendations

Using OCR to Update Patient Information and Insurance

Using OCR to Update Patient Information and Insurance

OCR Scanner Requirements

Normalize Capitalization of the OCR Patient Demographic Information

Update Patient Insurance through OCR

Set Up Practice Preferences for the Capitalization of OCR Demographic Data

Using OCR to Update Patient Information and Insurance

Using OCR to Update Patient Information and Insurance

OCR Scanner Requirements

Normalize Capitalization of the OCR Patient Demographic Information

Update Patient Insurance through OCR

Set Up Practice Preferences for the Capitalization of OCR Demographic Data