Collect a Payment Using Credit Card on File

Help Guide for NextGen® Enterprise PM 8

Swipe or Insert a Credit Card to collect a Payment

NextGen® Pay powered by InstaMed enables you to collect payments from patients by swiping the credit card, inserting the card (EMV chip), or keying in the card details. Note: You must activate a batch before processing a patient's payment. 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. ThePayment 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 require

Help Guide for NextGen® Enterprise PM 8

Key in Credit Card Data to collect a Payment

NextGen® Pay powered by InstaMed processing enables you to manually enter credit card data when applying a payment to a patient's account. Note: You must activate a batch before processing a patient's payment. 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. ThePayment 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. Sele

Help Guide for NextGen® Enterprise PM 8

Collect an ECheck Payment With No Device

You must activate a batch before you collect payments for a patient. You can then enter the payment information on the Payment Entry window. 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. ThePayment 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 then select ECheck. A window appears asking you to comp

Help Guide for NextGen® Enterprise PM 8

Collect Payment Using Credit Cards on File

You can collect electronic payments using a credit card on file. You can use the active credit card for a patient. If the patient has more than one credit card on file, you can use the credit card specified by the patient or payer. Note: You must activate a batch before you process a patient's payment. In NextGen® Enterprise PM, select Posting.The Batch Posting window opens. Right-click a batch and select Active Batch. Double-click the active batch.The Payment Entry window opens. In the Payer field, select patient. Select CC Pay and then select Card on File.The Payment Processing window opens. The default card displays in Credit Card on File. Note: If there are existing practice preferences and no user preferences are selected, the payment processing is done as follows: For practices with a single MID, the NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter the credit card number. For practices with multiple existing MID's, the Profile and Using Ou

Help Guide for NextGen® Enterprise PM 8

Collect an ECheck Payment With a Check Scanner

You must activate a batch before you process a patients payment. Then you can enter the payment information on the Payment Entry window. 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. ThePayment 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 then select ECheck. The InstaMed web form opens. Note: If t

Help Guide for NextGen® Enterprise PM 8

Swipe or Insert Credit Cards to Collect Payments

Youc can collect payments from patients by swiping the credit card, inserting the card (EMV chip), or keying in the card details. In NextGen® Enterprise PM, select Posting.The Batch Posting window opens. Right-click a batch and select Active Batch. Double-click the active batch.The Payment Entry window opens. In the Payer field, select patient. Select CC Pay, and then select Swipe/Insert. Select the applicable profile and outlet ID. Select Process. Optional: If there are existing practice preferences and no user preferences are selected, select one of the payment processing method: For practices with a single MID, the NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter the cheque details. For practices with multiple existing MID's, the Profile and Using Outlet options appear as blank by default. You can select the desired profile and outlet, and select Process to enter the cheque details. Any existing user preferences are available in the window. I

Collect a Payment Using Credit Card on File

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