Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File

Help Guide for NextGen® Enterprise PM 8

Procedures for Importing the Daily Enrollment

Add a Job to Import the Daily Enrollment File Add a Job to Process the Daily Member Enrollment File in NextGen EDI Manual Import of the Daily Enrollment File Add a Job to Import the Daily Enrollment File Add a Job to Process the Daily Member Enrollment File in NextGen EDI Manual Import of the Daily Enrollment File Parent topic: Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File

Help Guide for NextGen® Enterprise PM 8

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

To download and import the APC daily member enrollment file from the NextGen® Pay powered by InstaMed portal, you can create a NextGen® Background Business Processor package with two jobs. If you decide not to create the BBP packages, you can manually import the enrollment file. Create NextGen Background Business Processor Packages to Automatically Import the Daily Enrollment File Procedures for Importing the Daily Enrollment The daily enrollment file is imported from NextGen® Pay powered by InstaMed and processed in NextGen® EDI by setting up two jobs. You may also manually import the daily enrollment file. Parent topic: Enroll and Process APC Data

Help Guide for NextGen® Enterprise PM 8

Create Background Business Processor (BBP) Packages

You can set up the following two jobs in NextGen® Background Business Processor. NextGen® EDI assists you in setting up the jobs for the APC process. User-specified application job that uses the automatic NextGen® EDI file transfer application to retrieve nightly enrollment files generated by NextGen® Pay powered by InstaMed. APC Directory Import job that processes the APC enrollment files in NextGen® Enterprise PM. This process takes the enrollment file and automatically updates the applicable accounts. The file includes enrollment failures due to invalid credit card numbers or expiration dates, invalid email addresses, and self dis-enrollment by the patient. Note: NextGen Healthcare recommends setting these jobs to run nightly for files to be updated daily. Parent topic: Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File

Help Guide for NextGen® Enterprise PM 8

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

To download and import the APC daily member enrollment file from the NextGen® Pay powered by InstaMed portal, you can create a NextGen® Background Business Processor package with two jobs. If you decide not to create the BBP packages, you can manually import the enrollment file. Create Background Business Processor (BBP) Packages You can create a NextGen® Background Business Processor package with two jobs to download and import the APC daily member enrollment file from the NextGen® Pay powered by InstaMed portal. If you decide not to create the BBP packages, you can manually import the enrollment file. Add Jobs to Import the Daily Enrollment File You can add a job to import the Daily Enrollment file created by NextGen® Pay powered by InstaMed that contains all the patients enrolled for a specific day. Add Jobs to Process the Daily Member Enrollment File in NextGen EDI You can add a job to process the Daily Member Enrollment file in NextGen EDI. Manual Import of the Daily Enrollment Fi

Help Guide for NextGen® Enterprise PM 8

Add Jobs to Process the Daily Member Enrollment File in NextGen EDI

You can set up the APC directory import job to automatically import the APC enrollment files into NextGen® EDI. Note: NextGen Healthcare recommends that you add the APC directory import job to the same package that contains all the other APC jobs. Open NextGen® Background Business Processor. Select Packages > New. The Package Properties window opens. Select the Jobs tab. Select open menu and select New. The Job Properties window opens. Enter the job name. For example, APC File Import. In the Job Type field, select APC Directory Import. In Run as Practice, select a different practice if you want to change the default practice. In Upon Completion, select one of the notification options. Required: In Notification e-mail, enter the preferred email address for notifications. In the Settings section, enter the settings parameters. Note: NextGen Healthcare recommends that you set up the Source Directory, Move Successful Files Row and Move Failed File rows directory on your system. NextGen® ED

NextGen® Background Business Processor Help 8

APC Directory Import Job

The APC Directory Import job is added to the NextGen® Background Business Processor. This job will retrieve nightly the InstaMed Daily Enrollment file from NextGen® EDI and process the file through NextGen® Background Business Processor. It is recommended that this process be set up in NextGen® Background Business Processor to ensure that this file is processed each evening before APC statements are sent to InstaMed. You can create the job to download and export the APC statements by configuring the fields as described in the following table. Field Description Source Directory Indicates the directory on your computer that you want the job to pull for the InstaMed APC Daily enrollment file. Move successful files Indicates the network location or folder to which you want the NextGen® Background Business Processor application to move successfully processed files. Move failed files Indicates the network location or folder to which you want the NextGen® Background Business Processor applica

Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File

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Procedures for Importing the Daily Enrollment

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

Create Background Business Processor (BBP) Packages

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

Add Jobs to Process the Daily Member Enrollment File in NextGen EDI

APC Directory Import Job

Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File

Procedures for Importing the Daily Enrollment

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

Create Background Business Processor (BBP) Packages

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

Add Jobs to Process the Daily Member Enrollment File in NextGen EDI

APC Directory Import Job