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
Consent Forms for TSYS and InstaMed
The purpose of a consent form is for the card holder to give the practice permission to store their credit card information as a unique token ID in the system. Any sensitive information such as the credit card number or the CVV number is not stored in the system. Forms Enhanced Template - You must use the Forms Enhanced template when creating the form. Electronic Signature - To save the form electronically on a patient's account, the practice must use an e-signature pad. Printing the form - After the card holder agrees to store their card data, by token ID, in the application you can print the form and give it to the card holder for their records. Parent topic: Credit Card on File - TSYS Express Processing
Help Guide for NextGen® Enterprise PM 8
Credit Card on File - TSYS Express Processing
TSYS Express processing enables you to store a credit card on file for patient payments by utilizing a unique token ID. 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 window > Credit Card on File tab. More than one credit card can be stored on the patient's account in NextGen® Enterprise PM Only one credit card can be active 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, you can: Add a New Card on File - TSYS Express VeriFone Review or Modify Card Data Hide or Unhide Card Data on File Consent Forms for TSYS and InstaMed Print a Consent Form Add a New Card on File - TSYS Express VeriFone Review or Modify Card Data Hide or Unhide Card Data on File Consent Forms for TSYS and InstaMed Print a Consent Form Parent topic: TSYS Expres
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
Help Guide for NextGen® Enterprise PM 8
Process a Credit Card on File Payment for TSYS Express using a VeriFone Device
Before you begin Before you can process a patient's payment, you must activate a batch. You can enter the payment information on the Payment Entry window only after activating the batch. TSYS Express enables you to process an electronic payment using a credit card on file for a patient. 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 the Payer field, select Patient. In the Pay Amt field, enter the amount. In the Pay Code field, select the required transaction code. Note: The default transaction code does not appear if you select the Override Credit Card Payment Default Transaction Code check box in the Payment Processing preference on the Practice Preference window. In the Pay column, enter the dollar amount of the payment. Note: The
Help Guide for NextGen® Enterprise PM 8
Swipe or Insert a card to Process a payment for TSYS Express using a VeriFone Device
Before you begin Before you can process a patient's payment, you must activate a batch. You can enter the payment information on the Payment Entry window only after activating the batch. To open the Payment Entry window, do the following: In NextGen® Enterprise PM, select Posting. The Batch Posting window opens. Right-click a batch and select Active Batch. Double-click the active batch. The Payment Entry window opens. Select the relevant patient or enter the encounter number. Do the following: In the Payer field, select Patient. In the Pay Amt field, enter the amount. In the Pay Code field, select the required transaction code. Note: The default transaction code does not appear if you select the Override Credit Card Payment Default Transaction Code check box in the Payment Processing preference on the Practice Preference window. In the Pay column, enter the dollar amount of the payment. Note: The CC Pay button appears when you enter all the information required for making the payment.
Help Guide for NextGen® Enterprise PM 8
Apply a Credit Card Payment for TSYS Transaction Central
TSYS Transaction Central processing enables you to accept a patient payment by use of a credit card. You can process a payment by swiping a credit card or entering the card data. For information on printing a credit card receipt, see Print a Credit Card Receipt. Note: You must activate a batch before you process a patient's payment. To access the Payment Entry window, do the following: In NextGen® Enterprise PM, select Posting. The Batch Posting window opens. Right-click a batch and select Active Batch. Double-click the active batch. The Payment Entry window opens. Select the applicable patient or enter the encounter number. Do the following: In the Payer field, select Patient. In the Pay Amt field, enter the amount. In the Pay Code field, select the required transaction code. Note: The default transaction code does not appear for Patient Cash and Account Cash if you select the Override Credit Card Payment Default Transaction Code check box in the Payment Processing preference on the P
