NextGen® Pay powered by InstaMed Configurations

Help Guide for NextGen® Enterprise PM 8

Set Up Practice Preferences for Credit Card Processors

You can enable credit card processing for your practice using the Payment Processing preference on the Practice Preferences window. In NextGen® Enterprise PM, select Admin > Preferences > Practice. The Practice Preferences window opens. Select Payment Processing from the Preference List. Select Enable Credit Card Processing to activate credit card processing for your practice. Select Allow partial credit on credit card payments to process partial refund amounts that are less than the original credit card payment to the patients. Note: If you do not select this option, users can only credit the full amount of the original credit card transaction. On the Payment Entry window, the CC Amt and Pay fields display the full amount of the original transaction and cannot be changed. Select Save Credit Card Token ID on file to save credit card data as a unique token ID. Select Auto Pay Collection Process for automatic collection of payments. Select InstaMed as the Credit Card Credit Card Processo

Help Guide for NextGen® Enterprise PM 8

Credit Card Processing

NextGen® Pay powered by InstaMed enables efficient and secure patient payments between providers, payers, and patients. Prior to implementing this feature, you must contact NextGen Healthcare support. One of our support teams will assist you in the upgrade process. Access the following web pages to contact your support team. The support team reviews your current setup to identify any changes needed to your account and any hardware changes. Clients using NextGen® Pay that want to upgrade to 6.2021.1 GR or higher should contact their NextGen® Pay powered by InstaMed Account Manager (866) NextGen® Pay powered by InstaMed (467-8263). NextGen Pay powered by InstaMed Configurations You can use this guide to understand the TSYS and NextGen® Pay powered by InstaMed processes and procedures. Set Up Security Rights for Processing Credit Cards You must set up the security rights for processing credit cards for enabling the enterprise and practice preferences. Set Up Enterprise Preferences for Cre

Help Guide for NextGen® Enterprise PM 8

Setting Up Payment Processing for NextGen® Pay powered by InstaMed

The configurations for NextGen® Pay powered by InstaMed processing involves data setup in Enterprise Preferences, Practice Preferences, and User Preferences. To configure profiles for credit card processing, perform the listed procedures in the following order. Transaction Codes for Processing Credit Cards Set Up Enterprise Preferences for Credit Card Processors Set Up Practice Preferences for Credit Card Processors Configure a Practice for Payment Processing Set Up Outlet IDs for Payment Processing - InstaMed Delete a Profile - InstaMed Set Up User Preferences for Credit Card Processing - InstaMed Configure a Practice for Payment Processing You can configure payment processing for NextGen® Pay powered by InstaMed on the Practice Preferences window. Set Up Multiple Profiles and Outlet IDs for Payment Processing Set Up User Preferences for Credit Card Processing Delete a Profile from User Settings Parent topic: NextGen Pay powered by InstaMed Payment Processor

Help Guide for NextGen® Enterprise PM 8

NextGen® Pay powered by InstaMed - Credit Card Reconciliation

This section explains how to reconcile credit transactions between your enterprise or practice and NextGen® Pay powered by InstaMed. You can use the vendor website reports to reconcile the vendor transactions against reports run from the application. You can contact NextGen® Pay powered by InstaMed for information on how to run and download report data. NextGen Healthcare does not provide training on the reporting features on the vendor website. Reconcile Transaction Reports - NextGen Pay powered by InstaMed Parent topic: Collect Payments for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Collect Payments for NextGen® Pay powered by InstaMed

NextGen® Pay powered by InstaMed enables you to perform electronic payment processing by using a card reader device or completing the payment on a NextGen® Pay powered by InstaMedweb form. This type of payment processing enables you to accept credit card and Echeck payments when you have an active connection to the internet. You can collect an electronic payment by utilizing the following methods: Swipe a credit card Insert or tap a credit card - EMV devices only Manually key in the credit card data Utilize the NextGen® Enterprise PM Card on File function ECheck Payment Collect an ECheck Payment With No Device You can use the echeck method to collect payments for patients. Collect ECheck Payments With a Check Scanner You can collect ECheck payments using a check scanner. Significant Event for ECheck Collection You can record a significant event for an ECheck collection. Swipe or Insert a Credit Card to collect a Payment You can swipe or insert a credit card to collect a payment. Key in

Help Guide for NextGen® Enterprise PM 8

Transactions and Payments

Transaction is the interaction between the healthcare and insurance providers when the former sends a claim to the insurance provider requesting payments for medical services. Posting Transactions The payment posting process is used to verify if the payments entered in the system are free of errors. Managing Batches You can create batches for payments, adjustments, and refund transactions. Credits and Refunds Credit Card Processing You can use TSYS and NextGen® Pay powered by InstaMed for efficient and secure patient payments. TSYS Transaction Central Payment Processing TSYS Express Payment Processing This section describes about TSYS Express payment processing. NextGen Pay powered by InstaMed Payment Processor Prerequisites and processing features for NextGen® Pay powered by InstaMed include device upgrades, single sign on, EMV and NFC transactions, and payment options. Void Credit Card and Check Transactions Printing and Storing Credit Card Receipts Tasks, AutoFlow Options, and Signi

NextGen® Pay powered by InstaMed Configurations

Recommendations

Set Up Practice Preferences for Credit Card Processors

Credit Card Processing

Setting Up Payment Processing for NextGen® Pay powered by InstaMed

NextGen® Pay powered by InstaMed - Credit Card Reconciliation

Collect Payments for NextGen® Pay powered by InstaMed

Transactions and Payments

Set Up Practice Preferences for Credit Card Processors

Credit Card Processing

Setting Up Payment Processing for NextGen® Pay powered by InstaMed

NextGen® Pay powered by InstaMed - Credit Card Reconciliation

Collect Payments for NextGen® Pay powered by InstaMed

Transactions and Payments