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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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
Add a Credit Card on File Using Key Method
NextGen® Pay powered by InstaMed processing provides you with the option to store credit card data in the application using a unique token ID. You can view the saved credit card data for a patient on the Credit Card on File tab of the Account Profile window. A push-pin icon appears on the Credit Card on File tab when the patient has an active credit card on file. In NextGen® Enterprise PM, select Account. The Account Profile window opens. Select the Credit Card on File tab. To add a new credit card, select open menu and then select New. A window opens asking you to choose the method to save the credit card data. 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 de
Help Guide for NextGen® Enterprise PM 8
Add a Credit Card on File Using Swipe Method
NextGen® Pay powered by InstaMed processing provides you with an option to store credit card data in the application using a unique token ID. You can view the saved credit card data for a patient on the Credit Card on File tab of the Account Profile window. A push-pin icon appears on the Credit Card on File tab when a patient has an active credit card on file. In NextGen® Enterprise PM, select Account. The Account Profile window opens. Select the Credit Card on File tab. To add a new credit card, select open menu and then select New. A window opens asking you to choose the method to save the credit card data. 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 defau
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
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
Set Up Printer Options in Practice Preferences
Select Admin > Preferences > Practice > Printing. The User Preferences window opens. Select Account Receipt, right-click and select Open. The Print window opens. Complete the applicable fields. Select Properties to further define how you want to print your receipts. Select OK to save your settings. Parent topic: Print and View Options for Credit Card Receipts
