Enroll and Process APC Data
To enroll and process Automatic Payment Collections(APC) data, refer to the following procedures:
Enroll a Patient in Automatic Payment Processing
Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File
Automatic Payment Collections
Enroll a Patient in Automatic Payment Processing
Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File
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Help Guide for NextGen® Enterprise PM 8
Automatic Payment Collections
The Automatic Payment Collections (APC) feature is an integrated billing collection process you can set up with NextGen® Pay powered by InstaMed. APC enables your practice to bill a patient's credit card or checking account based on the statement cycle set up in Practice Preferences. Your practice can process automatic payment collections on outstanding patient balances after insurance has paid their amount up to agreed upon maximum per statement. The NextGen® Enterprise PM APC features offers you benefits which include. Guaranteed and improved patient revenue with automatic payments Cuts cost as there are no print and Email statements. Increased efficiency due to a better workflow You must be a NextGen® EDI print services client to use this feature. You can access the InstaMed APC Portal from the patient's account profile to enroll the patient at any time before or during a visit. For more information, see Enroll a Patient in Automatic Payment Processing. Each night, NextGen® Pay powe
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
Enroll a Patient in Automatic Payment Processing
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 th
Help Guide for NextGen® Enterprise PM 8
Daily Member Signup File
At the end of the day, NextGen® Pay powered by InstaMed generates the Daily Member Signup File with enrollment statuses. Then the file is sent to the NextGen® EDI transmission portal. The file will contain accounts with the following enrollment statuses: Accounts that are enrolled in APC. Accounts that have been disenrolled. Accounts that have been modified. All files are transmitted through the NextGen® EDI transmission portal. You need to assign a file directory for the downloaded files. Retrieve files by setting up a NextGen® Background Business Processor job or manually retrieve the files from the NextGen® EDI portal. Note: NextGen Healthcare recommends you set up and run this process after work hours through NextGen® Background Business Processor, to update the files on a daily basis. Parent topic: Automatic Payment Collections
Help Guide for NextGen® Enterprise PM 8
Processing of Automatic Payment Collections Accounts for Payment
Processing of Automatic Payment Collections (APC) accounts for payment is based on a practice’s regular statement cycle and involves the following key steps: APC statement file is generated manually or automatically using the NextGen® Background Business Processor. These statements cannot be created on demand. Use the Statements Options window in NextGen® Enterprise PM and the Job Properties window in NextGen® Background Business Processor to generate the APC statement. After you upload the APC statement file to NextGen® EDI, the file follows the same process as regular statements and is sent to the print statement vendor who prepares an image for NextGen® Pay powered by InstaMed. Option to upload APC statement file to NextGen EDI The image file is sent to NextGen® Pay powered by InstaMed, and NextGen® Pay powered by InstaMed sends notifications to all accounts that are identified in the APC statement file. This notification is based on the account preference of email or text message.
Help Guide for NextGen® Enterprise PM 8
Automatic Payment Collections - Statements
The APC statement files are generated either manually or by using the NextGen® Background Business Processor.The APC statement file for credit card processing only includes APC accounts that are flagged for APC, have a patient balance due on them, and fall in the current statement cycle as defined in the statement Practice Preferences. The APC statements can be viewed in the NextGen® EDI, NextGen® Pay powered by InstaMed portal, and the NextGen® Enterprise Patient Portal. It has the following features. They are informational only. Are not included in the regular statement file. APC statements create a separate export statement file, with PS appended to the file name. This file is saved in the location defined in the INI file > Export options. Does not include a remittance header. APC statements archive as a regular statement in the application. When previewing regular statements, if there are APC statements create, a message "Do you want to preview APC Statements?" displays. The statem
