Manual Import of the Daily Enrollment File

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

Help Guide for NextGen® Enterprise PM 8

Add a Job to Import the Daily Enrollment File

This job imports the daily member enrollment file created by NextGen® Pay powered by InstaMed and contains all of the patients enrolled for a specific day. Access NextGen® Background Business Processor and select Packages > New. Enter the package name in the Package Name field, for example APC Daily Enrollment File. Complete the remaining fields as needed. On the Jobs tab, click the open menu button and select New. The Job Properties window opens. Enter the job name in the Job Name field, for example APC Download. Select User Specified Application in the Job Type field. Enter Run as Practice if you want to change the default practice. Select one of the following notification options in the Upon Completion field: Do not notify Notify on completion Notify on failed Notify on success Enter the preferred email address for notifications in the Notification e-mail field as applicable. In the Setting Name section: Enter the path for downloading the files in the User-Specified Application fiel

Help Guide for NextGen® Enterprise PM 8

Add a Job to Process the Daily Member Enrollment File in NextGen EDI

To set up the APC directory import job to automatically import the APC enrollment files into NextGen® EDI, use the following procedure. Note: The APC enrollment files are imported into NextGen® EDI. It is recommended to add the APC directory import job to the same package that contains all the other APC jobs. Access BBP > Packages > New. The Package Properties window opens. Select the Jobs tab. Select the open menu button and select New. The Job Properties window opens. Enter the job name in the Job Name field. For example, APC File Import. Select APC Directory Import in the Job Type field. Enter Run as Practice field to change the name of the default practice. Select a notify option in the Upon Completion field. Select one of the following: Do not notify Notify on completion Notify on failed Notify on success Enter the preferred email address for notifications in the Notification e-mail field (required). In the Settings section: Note: NextGen® recommends you set up the Source Director

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

To automate downloading and importing the APC daily file from the NextGen® Pay powered by InstaMed portal, two jobs may be set up on the NextGen® Background Business Processor. NextGen® EDI will assist you in setting up these jobs for the APC process. The first job is a user specified application job. It uses the automatic NextGen® EDI File Transfer application to retrieve nightly enrollment files generated by NextGen® Pay powered by InstaMed. The second job is an APC Directory Import job. This job 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® 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 Enrol

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

Manual Import of the Daily Enrollment File

Recommendations

Automatic Payment Collections - Statements

Add a Job to Import the Daily Enrollment File

Add a Job to Process the Daily Member Enrollment File in NextGen EDI

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

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

Daily Member Signup File

Automatic Payment Collections - Statements

Add a Job to Import the Daily Enrollment File

Add a Job to Process the Daily Member Enrollment File in NextGen EDI

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

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

Daily Member Signup File