Hide Inactive Insurance Payers from the Patient's View

Patient Experience Help

Configure the Pre-visit Checklist for Patients

As a practice administrator, you can configure specific pre-visit checklists for existing and new patients. Before you begin You must configure the patient demographic, standard consent, insurance, and payment forms with the necessary fields. Open your Luma Dashboard. Select the patient profile "" icon, and then select Mission Control > Utilities > Checklist Builder.The list of existing checklists appears. Select Add Checklist, and enter a name for the checklist. Under Checklist Items, in Checklist Item 1, do the following: Search for and select the configured patient information form, and then select the Pt. Demographics category. Enter the form name as Your demographic information. Under Your Demographic Information, do the following: Select Add checklist item, and then in Checklist Item 2, search for and select the configured standard consent and policy form. Select the Consent/Legal category, and then enter the form name as Your Consent. Under Your Consent, do the following: Select

Patient Experience Help

Configure Insurance Forms with Optical Character Recognition (OCR)

As a practice administrator, you can create a smart insurance form that scans insurance cards and fills in the subscriber’s name, payer name, and subscriber ID fields when patients scan their cards while completing the insurance pre-visit checklist. Before you begin You must do the following: To automatically update the insurance information to NextGen® Enterprise PM after patients save the form, contact NextGen Healthcare Support to configure the Insurance Writeback integration. Contact Luma Support to ensure that createInsurances and useApiToCreatePatientInsurances are set to True in Integrator settings. If the first and last names on the insurance card are different from the patient's name, NextGen® Patient Engage powered by Luma automatically fills the Relationship to Subscriber field with Other Adult if the patient is at least 18 years old or Child if the patient is under 18. If applicable, patients must select Spouse in Relationship to Subscriber. If the payer field is not filled

Patient Experience Help

Review Patient Insurance Eligibility and Co-pay, and Send Appointment Payment Link to Patients

You can review, add, edit, and save patients' insurance information to NextGen® Enterprise PM. You can also review the co-pay amount and send payment links before the patient's appointment. Before you begin You must do the following: Use the Insurance Writeback integration to automatically update the patient insurance information to NextGen® Enterprise PM. To configure co-pay review, additional charges, and payment sending, contact NextGen Healthcare Support. Open your Luma Dashboard. Do one of the following: Select Schedule. Select Coordination > Schedule. In Schedule, select Table from the Day list next to Filters.The appointments appear in a table. Select the necessary appointment menu "", and then select View appointment Details.You can also open the appointment details panel by selecting the appointment Status, Pt. Payments, Notes, Appt. Charge, Prior Balance, and Checklist Status values. The appointment details panel opens and displays the Review tab. Appointment details panel in

Patient Experience Help

Add Patient Insurance in NextGen® Enterprise PM

If you are not using the Insurance Writeback integration, you must manually update the patient insurance information using the insurance details collected during pre-visit workflows in NextGen® Enterprise PM. Open your Luma Dashboard. To view the pre-visit and appointment details, select Schedule, and then select the check mark icon on the corresponding appointment slot. The insurance cards appear. Open NextGen® Enterprise PM, and then select ApptBook. In the Scheduler Book window, open the corresponding appointment. In the Edit Appointment window, select the menu icon, and then select Lookup. The Update Patient Information window opens. In the Demographics tab of the Insurance Listing section, select the menu icon, and then select New Insurance. The Payer Lookup window opens. Search for the payer and select Find, and then double-click the necessary payer from Payer List. In the Insurance Maintenance window, select the Detail tab, and then enter the details in HIC/Policy Nbr. Select th

Patient Experience Help

Preparing Patient Details for Appointments

The NextGen® Patient Engage powered by Luma workflow allows patients to update their demographic information, complete consent forms and clinical forms, add their insurance information, and pay their co-pay and outstanding balance before upcoming appointments. The information that patients provide during pre-visit workflows is saved as a PDF to NextGen® Document Management. The following pre-visit workflow information is automatically updated in different NextGen® Enterprise PM fields. Note: You must manually update the PreCheck status in NextGen® Enterprise PM. Demographic data IMH (Instant Medical History) clinical intake forms Consent forms When you create encounters in NextGen® Enterprise PM for patient visits, the IMH clinical intake forms are automatically attached to the encounter, and the consent forms are saved to the corresponding document type and category in PDF format. View and Update the Appointment PreCheck Status in NextGen Enterprise PM You can view the patient prechec

Patient Experience Help

View and Add Patient Insurance and Co-pay Information

Open your Luma Dashboard. Select Search. In the Search window, select the patient; for a new patient, enter the necessary details, and then select the patient entry. The Chart tab opens in the patient window. To view insurance verification and appointment co-pay details, select Financial, and then review information on the appropriate tabs. To view other insurance details, you can select View Insurance from the Files section. To update the insurance details, select the corresponding insurance options menu icon, select Edit, and then update and save the information. To add insurance details, do the following: Select Files, and then select Add insurance. In the Insurance Information window, enter the necessary information. Select Set as primary insurance if needed, and then select Save. Parent topic: Review and Acknowledge Patient PreCheck Forms

Hide Inactive Insurance Payers from the Patient's View

Before you begin

Recommendations

Configure the Pre-visit Checklist for Patients

Configure Insurance Forms with Optical Character Recognition (OCR)

Review Patient Insurance Eligibility and Co-pay, and Send Appointment Payment Link to Patients

Add Patient Insurance in NextGen® Enterprise PM

Preparing Patient Details for Appointments

View and Add Patient Insurance and Co-pay Information

Configure the Pre-visit Checklist for Patients

Configure Insurance Forms with Optical Character Recognition (OCR)

Review Patient Insurance Eligibility and Co-pay, and Send Appointment Payment Link to Patients

Add Patient Insurance in NextGen® Enterprise PM

Preparing Patient Details for Appointments

View and Add Patient Insurance and Co-pay Information