Automatic Payment Collections

Help Guide for NextGen® Enterprise PM 8

Processing of Automatic Payment Collections Accounts for Payment

Processing of Automatic Payment Collections (APC) accounts for payment is based on a practice’s regular statement cycle and involves the following key steps: APC statement file is generated manually or automatically using the NextGen® Background Business Processor. These statements cannot be created on demand. Use the Statements Options window in NextGen® Enterprise PM and the Job Properties window in NextGen® Background Business Processor to generate the APC statement. After you upload the APC statement file to NextGen® EDI, the file follows the same process as regular statements and is sent to the print statement vendor who prepares an image for NextGen® Pay powered by InstaMed. Option to upload APC statement file to NextGen EDI The image file is sent to NextGen® Pay powered by InstaMed, and NextGen® Pay powered by InstaMed sends notifications to all accounts that are identified in the APC statement file. This notification is based on the account preference of email or text message.

Help Guide for NextGen® Enterprise PM 8

Automatic Payment Collection Reports

The following list of reports can be configured to include APC information. The Column Description provides information on enabling the APC information for that Report. Report Column Description Significant Event The status and messages for the Significant Event Report, if the significant events are enabled. Failed Status - APC disabled in the NextGen® Pay powered by InstaMed portal, not returned in Daily Enrollment file. New Enrollment - APC enabled in the NextGen® Pay powered by InstaMed Portal. Account sent to Processor for APC - Account sent to processor for APC, Balance due XXX, Date. Statements APC Enabled - Y, N Added to Filter 2 and Sorting Tab General Statements APC Enabled Added to Filter 2 and Sorting Tab Account Summary Report APC Indicator Maximum Dollar Amount Per Cycle Activity Detail Daily by Line Item Payments Daily by Transaction Payments Daily by Encounter Payments Monthly Service Item Summary Extended Amounts Service Item Summary Transaction Source Monthly Transacti

Help Guide for NextGen® Enterprise PM 8

Daily Member Signup File

At the end of the day, NextGen® Pay powered by InstaMed generates the Daily Member Signup File with enrollment statuses. Then the file is sent to the NextGen® EDI transmission portal. The file will contain accounts with the following enrollment statuses: Accounts that are enrolled in APC. Accounts that have been disenrolled. Accounts that have been modified. All files are transmitted through the NextGen® EDI transmission portal. You need to assign a file directory for the downloaded files. Retrieve files by setting up a NextGen® Background Business Processor job or manually retrieve the files from the NextGen® EDI portal. Note: NextGen Healthcare recommends you set up and run this process after work hours through NextGen® Background Business Processor, to update the files on a daily basis. Parent topic: Automatic Payment Collections

Help Guide for NextGen® Enterprise PM 8

Automatic Payment Collections

The Automatic Payment Collections (APC) feature is an integrated billing collection process you can set up with NextGen® Pay powered by InstaMed. APC enables your practice to bill a patient's credit card or checking account based on the statement cycle set up in Practice Preferences. Your practice can process automatic payment collections on outstanding patient balances after insurance has paid their amount up to agreed upon maximum per statement. The NextGen® Enterprise PM APC features offers you benefits which include. Guaranteed and improved patient revenue with automatic payments Cuts cost as there are no print and Email statements. Increased efficiency due to a better workflow You must be a NextGen® EDI print services client to use this feature. You can access the InstaMed APC Portal from the patient's account profile to enroll the patient at any time before or during a visit. For more information, see Enroll a Patient in Automatic Payment Processing. Each night, NextGen® Pay powe

Help Guide for NextGen® Enterprise PM 8

Upload an APC Statement Export File to NextGen EDI

Auto Pay Collections (APC) is available when using InstaMed to process patient credit card payments in NextGen® Enterprise PM. Individual accounts are setup for APC on the Credit Card section on the File tab of the Account Profile. For detailed information on generating statements, go to the NextGen Healthcare Success Community and download the Billing and Collections Guide for NextGen® Enterprise PM . From the File menu, select Print Forms, and then Statements. The Statement Options window opens. Review the default Statement Options and make modifications, if needed. Select the Update Last Statement Dates check box. Select the Upload APC File to NextGen EDI check box. To create the export file to be sent to NextGen EDI, select Export. The Save As window opens. Browse to select the desired directory folder and enter a name for the export file, and then select Save. The export file is created. If the Update Last Statements Dates check box was selected, the following prompt displays: Did

Help Guide for NextGen® Enterprise PM 8

Uploading Files to NextGen EDI

When using NextGen® EDI services to print and mail statements or letters from export files created in NextGen® Enterprise PM, you can do one of the following to send the export files to NextGen EDI: Login to NextGen EDI's website and manually upload a file. Automatically upload a file in real-time from NextGen® Enterprise PM. Note: To automatically upload export files from NextGen® Enterprise PM, your NextGen EDI login credentials must be entered in Practice Preferences > NextGenEDI Uploading. NextGen EDI then provides a Confirmation Report on their website for you to download and use to confirm that a statement or letter file was received and processed. If you upload your files to NextGen EDI in real-time, a message displays in NextGen® Enterprise PM when an upload is successful and the file is received by NextGen EDI. In addition, an EDI Upload indicator is recorded on each archived statement or letter in the guarantor's Account Profile and the Patient Chart. The indicator is also av

Automatic Payment Collections - Statements

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Processing of Automatic Payment Collections Accounts for Payment

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Automatic Payment Collections

Upload an APC Statement Export File to NextGen EDI

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