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.

1. Open your Luma Dashboard.
2. Do one of the following:
   • Select Schedule.
   • Select Coordination > Schedule.
3. In Schedule, select Table from the Day list next to Filters.
   The appointments appear in a table.
4. 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.

   

5. Optional: To add the patient's insurance, do the following:
   1. Select Add new insurance next to Insurance details.
   2. Enter the necessary details, and then select Set as primary insurance if needed.
   3. Select Save, or select Save and writeback to save and send details to NextGen® Enterprise PM.
      The insurance details are updated in the NextGen® Enterprise PM Update Patient Information window.
6. To check the patient’s insurance eligibility, do one of the following:
   By hovering over Run Eligibility , you can view the status of whether the insurance information is sending or has been sent to NextGen® Enterprise PM or whether the sending has failed.
   • Under Insurance details, select Run Eligibility .
   • Select the menu icon, select View eligibility details, and select Run Eligibility .
7. Optional: To check patient insurance eligibility for all existing insurances, select the Add new insurance  list, and then select Run eligibility for all insurances.
8. To review the co-pay amount and send a payment link to the patient, do the following:
   1. Under Payment details, select Edit payment  next to TOTAL APPOINTMENT CHARGE.
   2. From the Select copay list, select the appropriate co-pay based on the insurance eligibility.
   3. Select Add custom copay and/or Add custom appointment charge if needed, enter the amounts, and then enter optional payment notes.
   4. Select Save, or select Save and send to save and send the payment link to patients.