NextGen Knowledge Center

Move Payers Out of the Exclusion List

You can move specific payers from the exclusion list if they allow the office visit type.
  1. On the Billing Configuration practice template, expand the Exclusions panel.
  2. From the Exclusion Type grid, select the office visit type.
  3. From the Financial classes grid, select the financial class.
  4. In the Payers in the exclusion list grid, select the payer.
  5. Use the right-pointing arrow to move the payer to the Payers not in the exclusion list grid.
    Exclusions panel on the Billing Configuration template