Before you begin
Before you can process a patient's payment, you must activate a batch. You can enter the payment information on the
Payment Entry window only after activating a batch.
TSYS Express enables you to apply payments to the accounts without connecting to an electronic payment device for swiping or keying the data.
- To open thePayment Entrywindow, do the following:
- InNextGen® Enterprise PM, clickPosting.
TheBatch Postingwindow opens.
- Right-click a batch and selectActive Batch.
- Double-click the active batch.
The
Payment Entrywindow opens.
- Select the relevant patient or enter the encounter number.
- Do the following:
- In thePayerfield, selectPatient.
- In thePay Amtfield, enter the amount.
- In thePay Codefield, select the required transaction code.
Note: The default transaction code does not appear if you select theOverride Credit Card Payment Default Transaction Codecheck box in thePayment Processingpreference on thePractice Preferencewindow.
- In thePaycolumn, enter the dollar amount of the payment.
Note: TheCC Paybutton appears when you enter all the information required for making the payment.
- Select CC Pay and select ECheck.
The
Payment Processing window opens.
- Enter values in the following fields:
- In Bank Routing Number enter the routing number on the check.
- In Account Number enter the account number on the check.
- In Name on Account enter the name on the check if it is different to the account holder name.
Note: The Credit Card option is unavailable for selection. The Check option is selected by default and cannot be cleared.
- Select Process.
An authorization message appears.
- Select OK.
The
Print Receipt window opens.
- Do one of the following:
- To review the receipt prior to printing, select Preview.
- To print the receipt for the patient, select Print.
- To exit the Print Receipt window, select Close.
