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.
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.
A window appears asking you to complete the payment on card reader or web form.
- Do the following:
- In the Profile field, select the No Device profile.
- In the Using Outlet field, select the No Device outlet.
- Select Process.
The
NextGen® Pay powered by InstaMed web form opens in the default browser.
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 enter the cheque details.
Any existing user preferences will default in this window.
- Do the following:
- Select the check type.
Note: When you do not have a check scanner attached, then you must select Telephone Payment to apply an Echeck payment.
- Enter the routing number.
- Enter the account number.
- Enter the check number, if applicable.
- Select the check state.
- Enter the first name.
- Enter the last name.
- Enter the zip code, if applicable.
- Select Submit.
An authorization message appears.
- 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.
