Reconcile Credit Card Transactions with NG Reports- TSYS Express

Help Guide for NextGen® Enterprise PM 8

Credit Card Reconciliation- TSYS Express

This section explains how to reconcile credit transactions between your enterprise or practice and TSYS Express. You can use the vendor website reports to reconcile the vendor transactions against the daily payment report. You can contact TSYS Express for information on how to run and download report data. NextGen Healthcare does not provide training on the vendor's reporting features. For more information about credit card transactions and credit card receipts, see: Void Credit Card and Check Transactions Printing and Storing Credit Card Receipts Reconcile Credit Card Transactions with NG Reports- TSYS Express You can reconcile the exported excel spreadsheet of the TSYS Transaction Express report against the Daily Payment Report. Parent topic: TSYS Express Payment Processing

Help Guide for NextGen® Enterprise PM 8

Reconcile Transaction Reports - NextGen® Pay powered by InstaMed

The NextGen user ID of the person processing the transaction in the application is sent to NextGen® Pay powered by InstaMed for inclusion on their transaction portal. You can export the NextGen® Pay powered by InstaMed report to an Excel spreadsheet and then reconcile the InstaMed report with the Daily Payment report. Running the report using NextGen User ID is helpful in balancing individual batches. Access the NextGen® Pay powered by InstaMed website. Access Reports and then run the applicable report. A report similar to the one below appears on the page. The User column includes the NextGen User ID. To reconcile the NextGen® Pay powered by InstaMed report with the Daily Payment report, export the NextGen® Pay powered by InstaMed report to Excel. Run the Daily Payment report. Then sort the data by one of the following sort sequences for ease of reconciliation: Creator, Location, and Transaction Codes Run with totals only to reconcile balance by Creator and Locations Creator, Location

Help Guide for NextGen® Enterprise PM 8

TSYS Express Payment Processing

Processing electronic transactions through the TSYS Express platform enables you to do the following: Store credit card token IDs. Send the user ID of the NextGen user processing the payment. Process the Discover, Mastercard, American Express, or Visa credit card payments through the VeriFone card reader device. Apply credit card payments using the TSYS webform (no device needed). Add credit card on file to the patient's account. Create a task for credit card expiration. User Preferences can include both the No Device configuration and the VeriFone device configuration. You can refer to the following topics for information on configuring credit card processing with No Device or the VeriFone device. No Device Credit Card Processing Preferences Setup - TSYS Express VeriFone Credit Card Processing Preferences Configuration - TSYS Express VeriFone Credit Card Processing Preferences Configuration - TSYS Express No Device Credit Card Processing Preferences Setup - TSYS Express Credit Card on

Help Guide for NextGen® Enterprise PM 8

Configure Payment Processing for TSYS Transaction Central

In NextGen® Enterprise PM, select Admin > Preference > Practice. The Practice Preferences window opens. Select Payment Processing. In the Credit Card Processor field, select TSYS-Central. To set up payment processing for TSYS Transaction Central, do the following: Merchant ID - Enter the assigned identifying number for the credit card transactions. Reg Key - Enter the security key supplied to you by TSYS Transaction Central. Select Payment Method and Bad Debt Payment Method. For more information, see Set Up Practice Preferences for Credit Card Processors. Select OK to save the changes. Parent topic: TSYS Transaction Central Payment Processing

Help Guide for NextGen® Enterprise PM 8

NextGen® Pay powered by InstaMed - Credit Card Reconciliation

This section explains how to reconcile credit transactions between your enterprise or practice and NextGen® Pay powered by InstaMed. You can use the vendor website reports to reconcile the vendor transactions against reports run from the application. You can contact NextGen® Pay powered by InstaMed for information on how to run and download report data. NextGen Healthcare does not provide training on the reporting features on the vendor website. Reconcile Transaction Reports - NextGen Pay powered by InstaMed Parent topic: Collect Payments for NextGen Pay powered by InstaMed

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

Reconcile Credit Card Transactions with NG Reports- TSYS Express

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