Demographics
Which icon from the blue toolbar allows you to search for a Person (globe) or a Patient (chart) and displays demographics and insurance information only?
People Lookup Icon
Which icon do you select to schedule an appointment?
Appointment Book Icon
What are the three types of insurance?
Commercial, Federal and State.
Which two forms must be updated within the current year?
Privacy Notice and Consent to Treat.
What is the first step in registering a patient?
Verifying insurance
The lightning bolt icon represents 2 different functions in Nextgen. What are they?
True match field
Refresh the appointment book
What do the vertical lines and horizontal spaces indicate on the schedule?
Site location and type of visit.
Traditional Medicare covers _____ percent of the patient's visit.
80%
For patients under the age of 18, what must be added to the red required field in the "Create Encounter" window?
Guarantor
What should be documented in the "Description" field of the Add/Edit window?
Nothing. Leave it blank.
How would you search for an expired patient?
Uncheck "Exclude Expired Patients" box
What are the five appointment statuses, and which is not?
Expected, Kept, Cancelled, No Show and Pending. Rescheduled is not a status.
What are the four parts of Medicare, And what is each one used for?
Part A: Hospital Insurance,
Part B: Outpatient Services,
Part C: Medicare Advantage and
Part D: Prescription Drug Coverage.
What is the default family income information for an uninsured patient, that does not provide proof of income and when does it expire?
Family Size - 1
Income - $31,301
Expires - June 30th or December 31st
When updating the workflow status, what status should be selected once you complete the check in?
Waiting for Triage
The “Exempt from Merge” checkbox is used for what reason?
To prevent I.T. from merging accounts that have similar information. For example, twins, or Junior/ Senior
There are 2 ways to cancel an appointment. Name at least 1
From the add/edit appointment window select cancel or from the shortcut menu select Mark as Canceled
What are the 3 Medicaid categories that do not cover Dental?
HCB02, MHX, PSF
What is the default family income information for a Medicaid patient and when does it expire?
Family Size - 1
Income - $15,000
Expires - 12/31
The Sliding Fee schedule is only used for which patients?
Patients who are uninsured
Patients whose insurance doesn't cover the service
What is the purpose of the "Potential Duplicate Window?" What is the CSR required to do before moving forward with creating an account?
To warn users that they may be creating a potential duplicate account for the patient. CSR's are required to confirm the account is not a duplicate and have a "Superuser" enter their credentials.
Describe how to reschedule an appointment.
Reschedule by selecting appointment, selecting "Cut" from shortcut menu and "Paste" on new appointment slot
What is the difference between PPO, POS and DHMO?
PPO doesn't require PCP or referrals
POS does not require PCP but may require a referral for specialists
DHMO requires PCP and referrals.
What 2 things must match what we have on file in NextGen, in order for the patient to begin registering for a patient portal account?
Zip Code
Date of Birth
Name the two tabs/windows that The Head of Household information can be added from.
UDS tab/window
Relations and Roles tab/window