Print a Consent Form
Access the
Credit Card on File
tab on the
Account Profile
window.
Select the
Print Consent Form
button.
Select the form that you want to print.
Select
Print
.
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Print a Consent Form
Help Guide for NextGen® Enterprise PM 8
Storing Consent Forms
The purpose of a consent form is for the card holder to give the practice permission to store their credit card information in the system and with NextGen® Pay powered by InstaMed. Forms Enhanced Template- You must use the Forms Enhanced template when creating the form. Electronic Signature- Using a signature pad allows the patient to electronically sign the consent form Printing the form- After the card holder agrees to store their card data by token ID. Then you can print the consent form and give it to the card holder for their records. Parent topic: Credit Card on File
Help Guide for NextGen® Enterprise PM 8
Print a Consent Form
Access the Credit Card on File tab on the Account Profile window. Select the Print Consent Form button. Select the form that you want to print. Select Print. Parent topic: Credit Card on File - TSYS Express Processing
Help Guide for NextGen® Enterprise PM 8
Print a Consent Form
Access the Credit Card on File tab on the Account Profile window. Select the Print Consent Form button. Select the form that you want to print. Select Print. Parent topic: Credit Card on File - TSYS Express Processing
Help Guide for NextGen® Enterprise PM 8
Print Consent Forms
After the card holder agrees to store their card data by token ID, you can print the consent form and give it to the card holder for their records. In NextGen® Enterprise PM, select Account. The Account Lookup window opens. Search and open the required account. The Account Profile window opens. Select the Credit Card on File tab. Select Print Consent Form. Select the form you want to print. Select Print. Parent topic: Credit Card on File
Help Guide for NextGen® Enterprise PM 8
Credit Card on File
NextGen® Pay powered by InstaMed processing enables you to store a credit card on file for patient payments. This feature expedites the payment process for patients who use a credit card, or FSA/HSA card for payment. All card data is stored on the Account Profile > Credit Card on File tab. More than one credit card can be stored Only one credit card can be active at a given time A blue push-pin displays on the Credit Card on File tab of the Account Profile window when an active credit card is on file for a patient The features for the Credit Card on File tab are the following: Add a New Card on File Review or Modify Card Data Hide or Unhide Card Data on File Print a Consent Form Enable Automatic Payment Collections if you use NextGen® EDI print services Note: The Automatic Payment Collections feature is only available to practices that utilize the NextGen® EDI print services. Add a Credit Card on File Using Swipe Method You can choose to swipe and add a credit card on file on the Accou
Help Guide for NextGen® Enterprise PM 8
Credit Card on File
NextGen® Pay powered by InstaMed processing enables you to store a credit card on file for patient payments that expedites the payment process for patients who use a credit card, or FSA/HSA card for payment. All card data is stored on the Account Profile > Credit Card on File tab. On the Credit Card on File tab, More than one credit card can be stored. Only one credit card can be active at a given time. A push-pin displays on the Credit Card on File tab of the Account Profile window when an active credit card is on file for a patient The features for the Credit Card on File tab are the following: Add a card on file Review or modify card data Hide or unhide card data on file Print a consent form Enable automatic payment collections if you use NextGen® EDI print services Note: The automatic payment collections feature is only available to practices that use the NextGen® EDI print services. Add a Credit Card on File Using the Swipe Method You can swipe and add a credit card on file on the
