Add an Appointment Type to the Worklog Grid
Select the field
Upcoming appointments to show
.
The
AINF Pre Cert GetEvents
picklist window opens, showing a list of possible appointment types.
Select the appointment type, and then select
OK
.
Select
Add
.
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NextGen® Therapy Suite Help 30.3.13.0
Delete an Appointment Type from the Worklog Grid
Select the appointment in the grid. Select Delete. Parent topic: Worklog Grid
NextGen® Therapy Suite Help 30.3.13.0
Worklog Grid
Use the Worklog grid to set up which upcoming VISIT TYPE types trigger a patient’s name to appear in the Upcoming Appointments grid on the Precert Worklog template. Worklog grid Add an Appointment Type to the Worklog Grid Delete an Appointment Type from the Worklog Grid Parent topic: Pre-Certification Configuration
NextGen® Therapy Suite Help 30.3.13.0
Add a Payer to the Payer Picklist
Add a payer to the Payer Picklist grid, if: You want that payer to have different pre-certification reminder timelines than the Default entry, especially if the payer requires greater or lesser advanced notice to issue a new precertification than is set for the default. You want to add the payer to the Payer Default list. You want a different alert to fire for the payer (they will also need to be added to the Payer Default grid). Select the Payer Name field. The AINF Pre Cert System Payers picklist opens. This list pulls payers from your Payer Master file. Select the payer, and then select OK. To add a specific alert to appear for that payer, enter the text in the Payer Specific Alert field. Note: If you would like an alert to show for that payer on the Pre-cert template when the Precert Not Required button is selected, enter it in the Payer Specific Alert field. This alert will only fire if the payer is also in the Payer Defaults grid. Enter the number of days from the pre-certificati
File Maintenance Help for NextGen® Enterprise 8
Appointment Request Task Setup
Open or set up new Task Types. In Source Type field, select Appointment Request. On the Options tab, select the Workable Task check box. Select OK. Parent topic: Appointment Request Task
NextGen® Therapy Suite Help 30.3.13.0
Add Pre-Cert Payers to Payer Defaults
Add payers to this grid if they often require authorization for treatment. The system will alert users when patients with this payer have upcoming evaluation or 'new patient' appointments. Select the Payer field, and then select a payer from the picklist. The picklist only has the payers that you entered into the Payer Picklist on the left. Ainf Pre Cert Payers picklist list matches Payer Name column in grid Note: You can enter a Group #, but it is not required. NextGen Healthcare does not recommend it due to frequent insurance company policy changes. Mark the appropriate checkbox(es) if the: Evaluation is included in the approved number of visits – this automatically checks the Eval Included checkbox on the PreCert template when this payer is selected. Payer requires pre-cert when they are the secondary payer – this automatically adds the payer to the Precert Worklog Appointments Requiring Precerts grid when they are listed as the secondary payer. Select the Add/Update button. This ad
NextGen® Therapy Suite Help 30.3.13.0
Manage Database Picklists for Documents, Surveys, and Worklogs
The document, survey, and worklog picklists contain items built into the templates that users have access to, but you can customize the lists. Open the Navigation Configuration system template, and then expand the Database Picklist panel. In the Name field, select one of the following: Document picklist contains all therapy documents that users across your practice can manually generate, including documents generated by the Preview Note button on Single Visit templates. Surveys picklist contains surveys built into the templates. Worklog picklist displays all available worklogs. The Link/Display grid displays the items in the picklist. Select the field under the Link column. For documents, the Inf Nav Doc List picklist appears. For surveys or worklog, the Inf Nav Item List picklist appears. Select the name you want to add, and then select OK. Note: For documents, the name is the actual file name saved within the document builder. In the field under the Display column, enter the name as
