Edit a Payer Picklist Entry

NextGen® Therapy Suite Help 30.3.13.0

Update or Remove Payers in the Payer Default Grid

If anything changes in the future with payer requirements or contracts, you can update or remove payers in the Payer Defaults grid. To update a payer, select the payer from the Payer Defaults grid, edit the payer’s information, and then select Add/Update. To delete payers from the grid, select a payer, and then select Delete. Parent topic: Payer Picklist and Payer Defaults

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

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

Payer Picklist and Payer Defaults

Use the Payer Picklist and Payer Defaults sections to set up which payers may require pre-cert timeframes or allotments other than the default (7 days, 2 visits). You must set up the Payer Picklist before you can set up the Payer Defaults. The Payer Picklist grid comes pre-configured with a default setting of 7 days (from the precertification expiration date) or 2 visits (remaining of the precertification visit allotment) at which time the patient’s name appears on the Pre-Cert Worklog. The Default row in the grid alerts for all payers except payers otherwise listed in the grid to have a different alerting timeframe. Note: Only the payers that are configured in the Payer Defaults grid will have appointments that appear in the Appointments Requiring Precerts grid on the Pre-Cert Worklog. Add a Payer to the Payer Picklist Edit a Payer Picklist Entry Add Pre-Cert Payers to Payer Defaults Update or Remove Payers in the Payer Default Grid Parent topic: Pre-Certification Configuration

NextGen® Therapy Suite Help 30.3.13.0

Edit Picklist Values and Order

You can change picklist values and change the order that values appear in the picklist. Select the picklist in the Picklists grid. Select the value in the Picklists Values grid. The value is pulled into the Value field. Edit the value entry, and then select Update. The updated value is added to the grid at the bottom of the list. To change the order of the picklist, select any value in the list and use the up or down arrows below the grid to move it up or down in the order. To sort the list alphabetically, select the Sort Alphabetically checkbox. Note: Changes made will not appear in NextGen® Enterprise EHR until the picklists have been refreshed. See Refresh Template-Based Picklists. Parent topic: Edit a Template-Based Picklist

NextGen® Adaptive Content Engine Help Enterprise 8

Edit Care Plan Data

In the Custom DB Picklists template top grid, select the Care Plans custom DB picklist. Click Configure. The Care Plans Setup template opens with pre-configured data in the grid. Select the care plan you want to edit. The data populates in the corresponding fields above the grid. Make relevant edits in the applicable fields. Click Update. The modified values update in the grid. Parent topic: Documenting a Custom Care Plan DB Picklist

Edit a Payer Picklist Entry

Recommendations

Update or Remove Payers in the Payer Default Grid

Add a Payer to the Payer Picklist

Add Pre-Cert Payers to Payer Defaults

Payer Picklist and Payer Defaults

Edit Picklist Values and Order

Edit Care Plan Data

Update or Remove Payers in the Payer Default Grid

Add a Payer to the Payer Picklist

Add Pre-Cert Payers to Payer Defaults

Payer Picklist and Payer Defaults

Edit Picklist Values and Order

Edit Care Plan Data