Print and View Options for Credit Card Receipts

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

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

Manually Key Card Data 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 a batch. The VeriFone device enables you to manually enter credit card information when applying a payment to a patient's encounter. This method requires you to enter the credit card number, expiration date, CVV number, and the card holder's address and zipcode. 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

Help Guide for NextGen® Enterprise PM 8

Print a Credit Card Receipt

A credit card receipt can now be printed from the Payment Entry window. The Print menu includes the new option CC Processing Receipt. You can print a receipt for either posted or unposted credit card payments. On the Payment Entry window, complete the following fields: In the Payer field, select Patient. In the Pay Code field, select the electronic payment's transaction code. In the Pay field, enter the dollar amount of the payment. Note: The CC Pay button becomes active after the Payer, Pay Code, and Pay fields are populated. Complete the payment transaction for your vendor. Ask the Patient to e-sign. Click the Print icon. The receipt prints and an archived copy of the receipt is stored at the account level for source account, budget, or invoice transactions. Review the fields that are printed on the receipt. All information on the receipt is pulled from the patient's account. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Set Up Printer Options in User Preferences

To configure your printer settings for printing credit card receipts, you can access the User Preferences Printing tab. Select Admin > Preferences > User > General. The User Preferences window opens. Select the Printing tab and then 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

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

Print and View Options for Credit Card Receipts

Recommendations

Apply a Credit Card Payment for TSYS Transaction Central

Swipe or Insert a card to Process a payment for TSYS Express using a VeriFone Device

Manually Key Card Data to Process a Payment for TSYS Express using a VeriFone Device

Print a Credit Card Receipt

Set Up Printer Options in User Preferences

Set Up Printer Options in Practice Preferences

Apply a Credit Card Payment for TSYS Transaction Central

Swipe or Insert a card to Process a payment for TSYS Express using a VeriFone Device

Manually Key Card Data to Process a Payment for TSYS Express using a VeriFone Device

Print a Credit Card Receipt

Set Up Printer Options in User Preferences

Set Up Printer Options in Practice Preferences