Reconcile Transaction Reports

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

You can export the NextGen® Pay powered by InstaMed report to an Microsoft® Excel spreadsheet and then reconcile the InstaMed report with the Daily Payment report. You can balance individual batches by running the report using NextGen User ID. 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. Open the NextGen® Pay powered by InstaMed website. Select Reports, and then run the applicable report. The details of the report appear. The User column is the NextGen User ID. InstaMed Report To reconcile the NextGen® Pay powered by InstaMed report with the Daily Payment report, export the NextGen® Pay powered by InstaMed report to Microsoft® Excel. NextGen Pay powered by InstaMed report Exported to Excel Run the Daily Payment report,

Patient Experience Help

Reconcile Transaction Reports

You can export the NextGen® Pay powered by InstaMed report to an Microsoft® Excel spreadsheet and then reconcile the InstaMed report with the Daily Payment report. You can balance individual batches by running the report using NextGen User ID. 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. Open the NextGen® Pay powered by InstaMed website. Select Reports, and then run the applicable report. The details of the report appear. The User column is the NextGen User ID. InstaMed Report To reconcile the NextGen® Pay powered by InstaMed report with the Daily Payment report, export the NextGen® Pay powered by InstaMed report to Microsoft® Excel. NextGen Pay powered by InstaMed report Exported to Excel Run the Daily Payment report,

Help Guide for NextGen® Enterprise PM 8

Credit Card Reconciliation with 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 You can reconcile credit transactions between your enterprise or practice and 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. Parent topic: Collect Payments for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

NextGen® Pay powered by InstaMed Configurations

This guide details NextGen® Pay powered by InstaMed processes and procedures including the following: User, Practice, and Enterprise Setups Tasks, AutoFlow Options, and Significant Events for Credit Card Processing Applying Credit Card and ECheck Payments Voiding Credit Card and Check Transactions Automatic Payment Collections - Statements, Reports, and Significant Events Parent topic: Credit Card Processing Using the NextGen Pay powered by InstaMed

Patient Experience Help

Collect Payments for NextGen® Pay powered by InstaMed

The payment processing enables you to accept credit card and Echeck payments when you have an active connection to the internet. You can collect an electronic payment by using the following methods: Swipe a credit card Insert or tap a credit card - EMV devices only Manually key in the credit card data Use the NextGen® Enterprise PM Card on File function ECheck Payment Collect ECheck Payments Without Devices You can use the ECheck method to collect payments for patients. Collect ECheck Payments With Check Scanners You can collect ECheck payments using a check scanner and process the payment with an ImageSafe check scanner. When you use a check scanner, patient and check information automatically appear on the NextGen® Pay powered by InstaMed web form. Record Significant Events for ECheck Collections You can record a significant event for each ECheck processed for your practice in NextGen® Enterprise PM. Swipe or Insert Credit Cards to Collect Payments You can swipe or insert a credit ca

Reconcile Transaction Reports - NextGen® Pay powered by InstaMed

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NextGen® Pay powered by InstaMed - Credit Card Reconciliation

Reconcile Transaction Reports

Reconcile Transaction Reports

Credit Card Reconciliation with NextGen® Pay powered by InstaMed

NextGen® Pay powered by InstaMed Configurations

Collect Payments for NextGen® Pay powered by InstaMed

Reconcile Transaction Reports - NextGen® Pay powered by InstaMed

NextGen® Pay powered by InstaMed - Credit Card Reconciliation

Reconcile Transaction Reports

Reconcile Transaction Reports

Credit Card Reconciliation with NextGen® Pay powered by InstaMed

NextGen® Pay powered by InstaMed Configurations

Collect Payments for NextGen® Pay powered by InstaMed