Procedures for Importing the Daily Enrollment
Add a Job to Import the Daily Enrollment File
Add a Job to Process the Daily Member Enrollment File in NextGen EDI
Manual Import of the Daily Enrollment File
Add a Job to Import the Daily Enrollment File
Add a Job to Process the Daily Member Enrollment File in NextGen EDI
Manual Import of the Daily Enrollment File
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Procedures for Importing the Daily Enrollment
Help Guide for NextGen® Enterprise PM 8
Manual Import of the Daily Enrollment File
Only use this procedure if you are not using the NextGen® Background Business Processor process to import the Daily Enrollment file. To populate the fields in the APC section in the Credit Card on File tab on the Account window, you must import the APC file generated by NextGen® Pay powered by InstaMed. This file contains all patient enrollments. Note: NextGen Healthcare recommends you set up and run this process after work hours through NextGen® Background Business Processor, to update the files on a daily basis. Select File > Processes > APC File Import. Select the open record icon and navigate to the file that you want to import. Select Import. After you import and process the APC/Daily Member file, the following fields display in the Credit Card on File tab on the Account window. Automatic Payment Collection Preferred Contact Method Maximum $ Amt per Cycle The Significant Event Report, all Statement and Payment reports will reflect APC activity. Refer to Automatic Payment Collectio
Help Guide for NextGen® Enterprise PM 8
Add a Job to Process the Daily Member Enrollment File in NextGen EDI
To set up the APC directory import job to automatically import the APC enrollment files into NextGen® EDI, use the following procedure. Note: The APC enrollment files are imported into NextGen® EDI. It is recommended to add the APC directory import job to the same package that contains all the other APC jobs. Access BBP > Packages > New. The Package Properties window opens. Select the Jobs tab. Select the open menu button and select New. The Job Properties window opens. Enter the job name in the Job Name field. For example, APC File Import. Select APC Directory Import in the Job Type field. Enter Run as Practice field to change the name of the default practice. Select a notify option in the Upon Completion field. Select one of the following: Do not notify Notify on completion Notify on failed Notify on success Enter the preferred email address for notifications in the Notification e-mail field (required). In the Settings section: Note: NextGen® recommends you set up the Source Director
Help Guide for NextGen® Enterprise PM 8
Add a Job to Import the Daily Enrollment File
This job imports the daily member enrollment file created by NextGen® Pay powered by InstaMed and contains all of the patients enrolled for a specific day. Access NextGen® Background Business Processor and select Packages > New. Enter the package name in the Package Name field, for example APC Daily Enrollment File. Complete the remaining fields as needed. On the Jobs tab, click the open menu button and select New. The Job Properties window opens. Enter the job name in the Job Name field, for example APC Download. Select User Specified Application in the Job Type field. Enter Run as Practice if you want to change the default practice. Select one of the following notification options in the Upon Completion field: Do not notify Notify on completion Notify on failed Notify on success Enter the preferred email address for notifications in the Notification e-mail field as applicable. In the Setting Name section: Enter the path for downloading the files in the User-Specified Application fiel
Help Guide for NextGen® Enterprise PM 8
Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File
To automate downloading and importing the APC daily file from the NextGen® Pay powered by InstaMed portal, two jobs may be set up on the NextGen® Background Business Processor. NextGen® EDI will assist you in setting up these jobs for the APC process. The first job is a user specified application job. It uses the automatic NextGen® EDI File Transfer application to retrieve nightly enrollment files generated by NextGen® Pay powered by InstaMed. The second job is an APC Directory Import job. This job processes the APC enrollment files in NextGen® Enterprise PM. This process takes the enrollment file and automatically updates the applicable accounts. The file includes enrollment failures due to invalid credit card numbers or expiration dates, invalid email addresses, and self dis-enrollment by the patient. Note: NextGen® recommends setting these jobs to run nightly for files to be updated daily. Parent topic: Set Up NextGen Background Business Processor Packages to Process the Daily Enrol
Help Guide for NextGen® Enterprise PM 8
Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File
To download and import the APC daily member enrollment file from the NextGen® Pay powered by InstaMed portal, you can create a NextGen® Background Business Processor package with two jobs. If you decide not to create the BBP packages, you can manually import the enrollment file. Create NextGen Background Business Processor Packages to Automatically Import the Daily Enrollment File Procedures for Importing the Daily Enrollment The daily enrollment file is imported from NextGen® Pay powered by InstaMed and processed in NextGen® EDI by setting up two jobs. You may also manually import the daily enrollment file. Parent topic: Enroll and Process APC Data
Help Guide for NextGen® Enterprise PM 8
Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File
To download and import the APC daily member enrollment file from the NextGen® Pay powered by InstaMed portal, you can create a NextGen® Background Business Processor package with two jobs. If you decide not to create the BBP packages, you can manually import the enrollment file. Create Background Business Processor (BBP) Packages You can create a NextGen® Background Business Processor package with two jobs to download and import the APC daily member enrollment file from the NextGen® Pay powered by InstaMed portal. If you decide not to create the BBP packages, you can manually import the enrollment file. Add Jobs to Import the Daily Enrollment File You can add a job to import the Daily Enrollment file created by NextGen® Pay powered by InstaMed that contains all the patients enrolled for a specific day. Add Jobs to Process the Daily Member Enrollment File in NextGen EDI You can add a job to process the Daily Member Enrollment file in NextGen EDI. Manual Import of the Daily Enrollment Fi
