Location Preferences Setup for InstaMed

File Maintenance Help for NextGen® Enterprise 8

Location Preferences Setup for TSYS Transaction Central

If the location has been issued a Merchant ID and/or a Reg Key that is different from the IDs for the practice, you must enter the location codes for electronic payment processing. These codes become the default codes for the location. These location-level settings override the Practice Preferences > Payment Processing settings. You can override these defaults in NextGen® Enterprise PM on the User Preferences window on the Payment tab. Note: If you set the merchant ID at the location-level, you must also set a merchant ID at the practice level. If your organization uses a unique Merchant ID for each location, then you must complete this procedure. In File Maintenance, select Master Files > Locations and select a location. The Location Information window opens. Select the Payment Processing tab. The Credit Card Processor field displays the processor selected in the Practice Preferences Payment Processing window. You cannot modify the field. Enter the value in the fields as described in

File Maintenance Help for NextGen® Enterprise 8

TSYS Transaction Express - Setup Gateway ID Reg Key and Hosted Key

If the location has been issued a Gateway ID and/or a Reg Key that is different from the IDs for the practice, you can enter the default codes for use when processing electronic payments. These location-level settings override the Practice Preferences Payment Processing settings. In File Maintenance, select Master Files > Locations and select a location. The Location Information window opens. Select the Payment Processing tab. The Credit Card Processor field displays the processor selected in the Practice Preferences Payment Processing. You cannot modify this field. Enter the values in the fields as given in fields. Select OK. Field in Location Information - Transaction Express Parent topic: Location Payment Processing Tab

File Maintenance Help for NextGen® Enterprise 8

Location Payment Processing Tab

On the Payment Processing tab you can set the default location codes for processing electronic payments. You must enter the default codes when the processor issues different codes for the location and the practice. Supported Processors The application supports the following processors for electronic payment processing: TSYS Transaction Central TSYS Transaction Express InstaMed Credit Card Processor Field When accessing the Payment Processing tab, the Credit Card Processor field is pre-populated with the name of the processor for the practice. This field is read-only and cannot be modified on this tab. To change the processor for the practice, you must go to the Practice Preferences Payment Processing window. Code Fields You must populate the code fields for the practice when the processor issues different codes for the practice and the location. The location codes are the default codes sent to the processor when processing electronic payments. Location Preferences Setup for InstaMed Lo

File Maintenance Help for NextGen® Enterprise 8

Optional Procedure for Unique MIDs

If your practice uses a unique MID for each location, then you must complete this procedure for each location that has its own MID. You can enter the default location codes for InstaMed. In File Maintenance, select Master Files > Locations. The Location Information window opens. Select the Payment Processing tab. The Credit Card Processor field displays the processor selected in the Practice Preferences Payment Processing window. You cannot modify the field. Enter the value in the fields as described in the Fields in the Payment Processing Tab. Select OK. Fields in the Payment Processing Tab Parent topic: Location Preferences Setup for InstaMed

File Maintenance Help for NextGen® Enterprise 8

Fields in the Payment Processing Tab

Field Description Credit Card Processor This field is read-only and cannot be edited on the Payment Processing tab. To change the processor, go to the Practice Preferences Payment Processing window. Swipe MID Enter the swipe MID number provided by InstaMed. This number is attached to all swiped credit card transactions. Non-Swipe Enter the non-swipe number provided by InstaMed. This number is attached to all credit card transactions when the card is not present or when the number is keyed into the system. Terminal ID Do one of the following: Blank - if left blank, the application populates this field with 0001. Terminal ID - Enter the terminal ID provided by InstaMed for your practice Store ID Do one of the following: Blank - if left blank, the application populates this field with 0001. Store ID - Enter the Store ID provided by InstaMed for your practice. Note: The Terminal ID and the Store ID codes can be used to parse data for the reporting of electronic data or separate payments to

Help Guide for NextGen® Enterprise PM 8

Set Up Unique MIDs for Users

Use the User Preferences window to set up unique MID for every user. You can set up the unique MID when there are no profiles created in the Practice Preferences window. In NextGen® Enterprise PM select Admin > Preferences > User > General > Payment Processing tab. The Payment Processing tab on the User Preferences window opens. User Preference window Select the following details on the Payment Processing tab of the User Preferences window. Swipe MID: Select the swipe MID number provided by NextGen® Pay powered by InstaMed. This number will be attached to all swiped credit card transactions. Terminal ID: Select the terminal ID for your practice. If left blank, the application populates this field with 0001. Non-Swipe: Enter the non-swipe number provided by NextGen® Pay powered by InstaMed. This number will be attached to all credit card transactions when the card is not present or when the number is keyed into the system. Store ID: Select the store ID provided by NextGen® Pay powered b

Location Preferences Setup for InstaMed

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Location Preferences Setup for TSYS Transaction Central

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