NextGen Knowledge Center

Add a Credit Card on File Using Key Method

NextGen® Pay powered by InstaMed processing provides you with the option to store credit card data in the application using a unique token ID. You can view the saved credit card data for a patient on the Credit Card on File tab of the Account Profile window. A push-pin icon appears on the Credit Card on File tab when the patient has an active credit card on file.
  1. In NextGen® Enterprise PM, select Account.
    The Account Profile window opens.
  2. Select the Credit Card on File tab.

  3. To add a new credit card, select open menu and then select New.
    A window opens asking you to choose the method to save the credit card data.

  4. Select Key.
    The InstaMed web form opens in the default browser.
  5. Enter the credit card details including the card number, expiry date and card holder's name in the InstaMed web form.
  6. Select Submit.
    A window opens confirming that the account or credit card was saved successfully and asking if you want to set this as the active card for this account.

  7. Do one of the following:
    • Select Yes to set the credit card as the active card on file for the patient.

      The credit card appears first in the list of credit cards on the File tab and a green check mark appears in the Active column.

    • Select No to add the card to the list of credit cards for the patient.