Before you begin
To enroll a patient for APC, the following information is required for fields that do not automatically populate.
- Automatic payment limit which is the maximum payment amount to bill the credit or debit card based on the statement cycle.
- Credit card number and expiration date.
- Contact preference, such as email address or cell phone number to contact the patient.
- Patient ID which automatically gets filled from NextGen® Enterprise PM. The first four digits are practice ID and the remaining digits are the patient account number.
- Access the Patient's Account Profile and then select the Credit Card on File tab.
- To access the APC portal, select the APC Portal button.
A message displays that updates in the APC portal are reflected on the account after importing the next APC Daily Enrolment file.
- Select OK.
The
NextGen Automatic Payments page displays and patient information fields are automatically populated with
Patient ID,
First and
Last name.
- To complete the setup, enter the fields that do not auto-populate.
- Automatic Payment Limit- enter the maximum amount the patient will pay in a statement cycle
- Select Automatic Payment
- In the Payment section, select Card or Check.
- Credit Card- swipe or enter the Card Number, Exp Date, Card Holder Name and Zip code.
- Checking Account- enter the routing number, account number, account type, state, first and last name of the account holder.
- Preferred Contact method:
- Email - enter an email address.
- Text - enter a cell phone number.
- To print or email the Payment Plan Receipt, select Save.
- Print the receipt and give to the patient.
- Email- in the Email Receipt To field, enter the patient's email address and then select Send.
- The following fields are selected/populated on the Account Profile window > Credit Card on File tab in NextGen:
- Automatic Payment Collection
- Preferred Contact Method
