Patient Pay Practice Preferences Descriptions

Patient Pay Import	Description
Default Transaction Code	You can select the default transaction code to be used during Patient Pay Import.
Do not post to encounters in a bad debt status	You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters in the Bad Debt status. If all encounters of a patient are in the Bad Debt status, the payment is treated as an account unapplied payment.
Do not post to accounts on a budget	You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters that are included on a budget plan for an account.
Include tracking description in Import Posting Report	You can select this option to do the following: Append a tracking description to transactions during Patient Pay Import. The tracking description includes credit card information when present in the electronic file. Enable credit card transaction code fields.
Visa / MasterCard / American Express / Discover / Other / Check	You can select a source that is a patient transaction code for each payment method. These transaction codes override the Default Transaction Code during Patient Pay Import for patient credit card payments. Credit card information is included in the tracking description of each transaction.
Allow Unapplied Payment to post	You can select this option to post unapplied payments as an account credit. When this option is not selected a message appears on the Import Posting Report, that an unapplied payment was not posted, as the user does not have the rights to post unapplied payments.

Help Guide for NextGen® Enterprise PM 8

Patient Pay Practice Preferences Descriptions

The following table describes the fields on the Patient Pay Practice Preferences window. Patient Pay Import Description Default Transaction Code You can select the default transaction code to be used during Patient Pay Import. Do not post to encounters in a bad debt status You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters in the Bad Debt status. If all encounters of a patient are in the Bad Debt status, the payment is treated as an account unapplied payment. Do not post to accounts on a budget You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters that are included on a budget plan for an account. Include tracking description in Import Posting Report You can select this option to do the following: Append a tracking description to transactions during Patient Pay Import. The tracking description includes credit card information when present in the

File Maintenance Help for NextGen® Enterprise 8

Tran Codes Practice Preferences Descriptions

The following table describes the fields in Tran Codes practice preferences. Default Transaction Codes Field Description Patient Cash Do one of the following: Select a transaction code to default to the Pay Code field on the Payment Entry window when users enter encounter-level patient payments. Leave this field blank to require users to select the appropriate code during payment entry. Note: The code must be setup in the Transaction Codes master file as follows: Type = Payment; Source = Patient; Sign Type = Negative. Patient Adjustment Payment Entry Account Cash Do one of the following: Select a transaction code to default to the Pay Code field on the Payment Entry window when users enter account-level patient payments. Leave this field blank to require users to select the appropriate code during payment entry. Note: The code must be setup in the Transaction Codes master file as follows: Type = Payment; Source = Patient; Sign Type = Negative. Account Adjustment Do one of the following

Help Guide for NextGen® Enterprise PM 8

Set Up Practice Preferences for Credit Card Processors

You can enable credit card processing for your practice using the Payment Processing preference on the Practice Preferences window. In NextGen® Enterprise PM, select Admin > Preferences > Practice. The Practice Preferences window opens. Select Payment Processing from the Preference List. Select Enable Credit Card Processing to activate credit card processing for your practice. Select Allow partial credit on credit card payments to process partial refund amounts that are less than the original credit card payment to the patients. Note: If you do not select this option, users can only credit the full amount of the original credit card transaction. On the Payment Entry window, the CC Amt and Pay fields display the full amount of the original transaction and cannot be changed. Select Save Credit Card Token ID on file to save credit card data as a unique token ID. Select Auto Pay Collection Process for automatic collection of payments. Select InstaMed as the Credit Card Credit Card Processo

File Maintenance Help for NextGen® Enterprise 8

Setting Up of the Transaction Codes

From the Master Files - System list, select System or PM or Optical Management > Transaction Codes. The Transaction Codes List window displays. Select the Open Menu button and choose New. The Add Transaction Code Information window opens. Use the following table to enter transaction codes and then select OK. Field Description Transaction Description Enter the transaction description. This is the code that displays in the system. Note Enter any additional notes, if needed. Type Enter the type of transaction that this code represents: Adjustment Payment Refund Source Enter the source of the transaction as being expected from the Patient or Third Party. To make the transaction code available: In the Transactions Practice Preferences, select Patient. For automatic adjustments in the Contracts library, select Adjustment as the Type and Third Party as the Source. Sign Type Select the sign to associate with the transaction. Positive increases the balance. Negative decreases the balance. By de

Help Guide for NextGen® Enterprise PM 8

Setting up the NextGen® Pay powered by InstaMed End of Day file Import

Before you begin In File Maintenance, add a default transaction code in File Maintenance > Master Files > System > Transaction Codes. Set up a file directory for importing files in NextGen® Enterprise PM. Complete the following steps for setting up the EOD file import process. Open NextGen® Enterprise PM, and then select Admin > Preference > Practice. The Practice Preferences window opens. Under Preferences List, select Patient Pay and then do the following: In the Patient Pay Import section, select the default transaction code or any other credit card transaction codes. Note: Payments are not posted if you do not select the default transaction code or any other transaction code. The payment appears in Import Posting with Not Posted due to - No Default patient pay transaction code setup description. Select the check boxes for other optional parameters. Note: NextGen Healthcare recommends selecting the Include tracking Description in Import Posting Report check box. This allows the trac

Help Guide for NextGen® Enterprise PM 8

Payment Entry Fields

Field Name Description Cost Estimate ID Displays the unique ID assigned to an estimate. Note: This column appears only when you open the Payment Entry window through the Estimate Patient Cost window. Source/Acct Displays the source of the transaction. The source of a transaction can differ depending on where you open the Payment Entry window from. If you open the Payment Entry window through the encounter of a person or patient, the Source/Acct column displays the encounter as the source. If you open the Payment Entry window through the account of a person or patient, the Source/Acct column displays the account as the source. Patient/MRN Displays the name and medical record number of a person or patient. Enc/Clm# Displays the encounter or claim number information based on the source of the transaction. Payer Displays the party responsible for paying the amount. By default, the Payer field displays Patient when you open the Payment Entry window through the Estimate Patient Cost window.

Patient Pay Practice Preferences Descriptions

Recommendations

Patient Pay Practice Preferences Descriptions

Tran Codes Practice Preferences Descriptions

Set Up Practice Preferences for Credit Card Processors

Setting Up of the Transaction Codes

Setting up the NextGen® Pay powered by InstaMed End of Day file Import

Payment Entry Fields

Patient Pay Practice Preferences Descriptions

Tran Codes Practice Preferences Descriptions

Set Up Practice Preferences for Credit Card Processors

Setting Up of the Transaction Codes

Setting up the NextGen® Pay powered by InstaMed End of Day file Import

Payment Entry Fields