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.
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 then select ECheck.
The InstaMed web form opens.
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 cheque details.
- For practices with multiple existing MID's- The Profile and Using Outlet options appear blank by default. You can select the desired profile and outlet, and click Process to process the payment.
Any existing user preferences will default in this window.
- Select Scan and then place the check in the check scanner.
- Complete the following fields on this form that do not auto-populate:
- Patient Information: Patient Information is automatically populated.
- Payment Method: Payment Method is automatically populated.
- Amount: The amount of the check is automatically populated.
- Check Type: Select Patient Present or Patient Not Present.
Note: You can scan a check if the patient is present or if the check is received by the USPS or other carrier service.
- Check : The check information is automatically populated, after you select Scan. This includes the Check Type, Routing Number, Account Number and Check Number.
- State: Select the state identified on the address of the check.
- Save Payment Method: Select this check box to save the payment.
- Zip: Enter the zip code associated with the address on the check.
- Select Submit.
An authorization message appears.
Note: If the payment is authorized the following occurs:
- The Payment Posting window opens the transaction. The label of the Pay Amount field label changes to ACH Amt for an ECheck payment.
- The transaction also displays on the Transactions sub-tab of the Encounters tab on the Patient Chart.
- Select OK.
The
Print Receipt window opens.
- Do one of the following:
- Select Preview to review the receipt prior to printing.
- Select Print to print the receipt for the patient.
