Create an AutoFlow Option for Credit Card on File

Help Guide for NextGen® Enterprise PM 8

Set Up Significant Events for Credit Cards on File

The Significant Event Information window has the following options for tracking credit cards on file: Credit Card on File Disabled Credit Card on File Enabled When selected, this information displays on the Significant Event report. Select Admin > Preferences > Significant Event.. The Significant Event Information window opens. Select one or both of these significant events: Credit Card on File Disabled Credit Card on File Enabled Select OK. Parent topic: Tasks, AutoFlow Options, and Significant Events for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Creating Tasks in Maintenance

The following tasks can be activated when processing credit card payments on the Task Types window in file maintenance. On the Auto Creation tab, you can create the active credit card on file will expire in (X) days. On the Auto Complete tab, you can create the Active card on file disabled task completion action. On the Auto Worker tab, you can create the Add collection letter of <unknown> to the account. Send collection letter in next run <Y/N>. Parent topic: Tasks, AutoFlow Options, and Significant Events for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Create an AutoFlow Option for Credit Card on File

This feature enables you to add an option in the AutoFlow process for adding credit card on file information. You can add this option when a new chart is created or every check-in or check-out for the patient. Parent topic: Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Help Guide for NextGen® Enterprise PM 8

Tasks, AutoFlow Options, and Significant Events for NextGen® Pay powered by InstaMed

You can use the following options for processing credit card payments in NextGen® Pay powered by InstaMed. Create an AutoFlow Option for Credit Card on File Creating Tasks in Maintenance Create a Credit Card Expiration Task Create an AutoFlow Option for Credit Card on File You can add an option in the AutoFlow process for adding the credit card on file information. Creating Tasks in Maintenance You can use the Task Types window in File Maintenance to process credit card payments. Create a Credit Card Expiration Task You can set up a notification for an active card when its close to its expiration on the Task Type List window. Activate the AutoWorker Task You can use the AutoWorker Task to send a collection letter for expired cards. Set Up Significant Events for Credit Cards on File You can track credit cards on file using the Significant Event Information window. Parent topic: Transactions and Payments

Help Guide for NextGen® Enterprise PM 8

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

You can use the following options for processing credit card payments in NextGen® Pay powered by InstaMed. Create an AutoFlow Option for Credit Card on File You can add an option in the AutoFlow process for adding credit card on file information. You can add this option when a new chart is created or every check-in or check-out for the patient. Creating Tasks in File Maintenance You can activate different tasks when credit card payments are being processed. Create a Credit Card Expiration Task You can notify the users when an active credit card is close to its expiration date. Create an AutoFlow Option for Credit Card on File You can add an option in the AutoFlow process for adding the credit card on file information. Creating Tasks in File Maintenance You can use the Task Types window in File Maintenance to process credit card payments. Create a Credit Card Expiration Task You can set up a notification for an active card when its close to its expiration on the Task Type List window. A

Help Guide for NextGen® Enterprise PM 8

Add a Credit Card on File Using the Key Method

You can store a patient's credit card data in NextGen® Pay powered by InstaMed using a unique token ID. You can view the saved credit card data on the Credit Card on File tab of the Account Profile window. Note: A push-pin icon on the Credit Card on File tab indicates that the patient has an active credit card on file. In NextGen® Enterprise PM, select Account. The Account Lookup window opens. Search and open the required account. The Account Profile window opens. Select the Credit Card on File tab. To add a credit card, select open menu and then select New. A window opens asking you to choose the method to save the credit card data. 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 op

Create an AutoFlow Option for Credit Card on File

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