NextGen® Pay powered by InstaMed processing enables you to manually enter credit card data when applying a payment to a patient's account.
Note: You must activate a batch before processing a patient's payment.
To open thePayment Entrywindow, do the following:
InNextGen® Enterprise PM, clickPosting.
TheBatch Postingwindow opens.
Right-click a batch and selectActive Batch.
Double-click the active batch.
ThePayment Entrywindow opens.
Select the relevant patient or enter the encounter number.
Do the following:
In thePayerfield, selectPatient.
In thePay Amtfield, enter the amount.
In thePay Codefield, select the required transaction code.
Note: The default transaction code does not appear if you select theOverride Credit Card Payment Default Transaction Codecheck box in thePayment Processingpreference on thePractice Preferencewindow.
In thePaycolumn, enter the dollar amount of the payment.
Note: TheCC Paybutton appears when you enter all the information required for making the payment.
Select CC Pay and then select Key.
A window appears asking you to select the applicable profile and outlet ID. Select a profile and an outlet. and then select Process.
Select Process.
A window opens asking you to complete the payment.
Click OK.
The NextGen® Pay powered by InstaMed webform opens in the default browser if you continue with the transaction.
Note: If there are existing practice preferences and no user preferences are selected, the payment processing is done as follows:
For practices with a single MID- The NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter the credit card number.
For practices with multiple existing MID's- The Profile and Using Outlet options appear blank by default. You can select the desired profile and outlet to process the payment.
Any existing user preferences will default in this window.
Do the following in the NextGen® Pay powered by InstaMed web form:
Enter the credit card number.
Enter the expiration date of the credit card in MMYY format.
Enter the Card Verification Number (CVN) for the credit card, if applicable.
For Visa, MasterCard, and Discover, CVN is a three-digit numeric code displayed on the back of the card. For American Express, CVN is a four-digit numeric code displayed on the front of the card.
Enter the name of the card holder, if applicable.
Select Submit.
A window appears stating that the sale transaction for the card ending in XXXX has been authorized.
Select OK.
The Print Receipt window opens.
Do one of the following:
Select Preview to review the receipt prior to printing.
Select Print to print the receipt for the patient.
