Before you begin
You must setup the end-of-day (EOD) file before importing it.
InstaMed sends the end-of-day (EOD) file to NextGen® EDI. This file is uploaded on its portal by NextGen® EDI for it to be downloaded by the practice.
- Open NextGen® Enterprise PM, and then select .
The Import Remittance window opens.
- Under the Search Criteria section, enter the file or directory information, and then select Import.
The EOD file is imported to
NextGen® Enterprise PM, and a batch and transactions are created. An import posting report is also created which enables you to view the posted and unposted transactions.
Note: The created batch must be balanced and posted. It can then be flagged for posting using
NextGen® Background Business Processor. For more information on the importing of the EOD payment file, go to
NextGen Healthcare Success Community, and download the latest
Electronic Remittance Guide(ERA) User Guide
The import process can also be automated. The practice can contact NextGen® EDI to create scripts that automate the download of the EOD file to the practice directory.
A NextGen® Background Business Processor job type called Electronic Patient Pay can be setup to automate the import. The created batch may still require manual balancing but can be flagged for automatic posting by NextGen® Background Business Processor.
