Apply a Credit to a Posted Batch on the Same Day

Help Guide for NextGen® Enterprise PM 8

Apply a Credit to a Posted Batch on the Next Day

You can apply a credit for a transaction on any day after the transaction has posted and settled. The application creates the credit and sends the void transaction request to the NextGen® Pay powered by InstaMed processor. The transaction processor then applies the credit to the transaction. Note: If you attempt to apply a credit before the credit card company has settled the transaction, a message displays that the only option is to void the original transaction for the full amount. Set the batch as an active batch. Open the Patient Chart and select the Encounter tab and then the Transactions sub-tab. Select the encounter with the posted transaction. Right-click on the transaction and select Credit Card Credit. If the transaction is settled, the Payment Entry window opens with the credit amounts populated in both the encounter and line item payment fields. If the transaction is not settled, a message displays that the only option is to void the original transaction for the full amount

Help Guide for NextGen® Enterprise PM 8

Void Transactions Next Day in an Unposted Batch

On the day after a credit card transaction or beyond, you can void the transaction when the batch is still unposted. In this case, a credit is issued to the card. Note: A void is not permitted on the second day or beyond and a credit is sent to the payer. Access the transaction batch. Access the transaction ledger. Locate the encounter with the credit card transaction. Open the transaction on the Payment Entry window. Select Delete. A message displays saying the transaction will be deleted and the electronic transaction for the card ending in #### will be voided and if you wanted to continue. Select Yes to continue. The system deletes the transaction and sends the credit transaction for the entire transaction amount to the NextGen® Pay powered by InstaMed transaction processor. A message displays saying that the transaction for the card ending in #### has been voided. Note: If you select No, the delete or credit procedure is canceled and the Payment Entry window displays with no change

Help Guide for NextGen® Enterprise PM 8

Void Transactions Same Day in an Unposted Batch

You can void a credit card transaction that is in an unposted batch occurring on the same day. Access the transaction batch. Locate the encounter with the credit card transaction. Open the transaction on the Payment Entry window. Select Delete. A message displays saying the transaction will be deleted and the electronic transaction for the card ending in #### will be voided and if you wanted to continue. Select Yes to continue. The system sends a void transaction to the NextGen® Pay powered by InstaMed transaction processor and deletes the transaction. Note: If you Select No, the delete or void procedure is canceled and the Payment Entry window opens with no changes made. Parent topic: Void Credit Card and Check Transactions

Help Guide for NextGen® Enterprise PM 8

Issue Partial Credits

When a credit card was used for an electronic transaction, you can credit the entire transaction amount or any amount less than the original transaction. However, partial credits are not issued for an original credit card payment that is not applied. You can issue partial credit card payments for any original line-item transactions that have been settled with the transaction processor. The transaction must be at least one day old. To enable partial credits, access Practice Preferences > Preferences List > Payment Processing, and then select the Allow partial credit on credit card payments check box. Create an active transaction batch. Open the Patient Chart > Encounter > Transactions subtab. Locate and select the encounter with the credit card transaction, right-click, and then select Credit Card Credit. By default, the transaction code and transaction amount from the original transaction display. Manually change the amount in the CC Amt field to create the partial credit. The amount w

Patient Experience Help

Apply Same Day Credit to Posted Batches

You cannot delete any payment after it is posted. It must be voided after the batch is posted. You can void a credit card transaction on the same day it is posted only if the transaction is not settled by the processor. If you attempt to apply a credit before the processor has settled the transaction, you must void the original transaction for the full amount. Open NextGen® Enterprise PM. From the main toolbar, select the Posting button. The Batch Posting window opens. Right-click the batch, and then select Set as Active Batch. Open Patient Chart, and then select the Transactions sub-tab in Encounter. Select the encounter with the posted transaction. Right-click the transaction and select Credit Card Credit. A message appears indicating that the electronic transaction is not settled and credited, and a void is created. It also notes that the full amount of the original sale is going to void, and asks for confirmation. To void the original transaction for the full amount, select Yes. A

Help Guide for NextGen® Enterprise PM 8

Apply Same Day Credit to Posted Batches

You cannot delete any payment after it is posted. It must be voided after the batch is posted. You can void a credit card transaction on the same day it is posted only if the transaction is not settled by the processor. If you attempt to apply a credit before the processor has settled the transaction, you must void the original transaction for the full amount. Open NextGen® Enterprise PM. From the main toolbar, select the Posting button. The Batch Posting window opens. Right-click the batch, and then select Set as Active Batch. Open Patient Chart, and then select the Transactions sub-tab in Encounter. Select the encounter with the posted transaction. Right-click the transaction and select Credit Card Credit. A message appears indicating that the electronic transaction is not settled and credited, and a void is created. It also notes that the full amount of the original sale is going to void, and asks for confirmation. To void the original transaction for the full amount, select Yes. A

Apply a Credit to a Posted Batch on the Same Day

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Apply a Credit to a Posted Batch on the Next Day

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Issue Partial Credits

Apply Same Day Credit to Posted Batches

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Apply a Credit to a Posted Batch on the Same Day

Apply a Credit to a Posted Batch on the Next Day

Void Transactions Next Day in an Unposted Batch

Void Transactions Same Day in an Unposted Batch

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Apply Same Day Credit to Posted Batches

Apply Same Day Credit to Posted Batches