Review or Modify Card Data

Help Guide for NextGen® Enterprise PM 8

Credit Card on File

NextGen® Pay powered by InstaMed processing enables you to store a credit card on file for patient payments. 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 > Credit Card on File tab. More than one credit card can be stored Only one credit card can be active at a given time 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: Add a New Card on File Review or Modify Card Data Hide or Unhide Card Data on File Print a Consent Form Enable Automatic Payment Collections if you use NextGen® EDI print services Note: The Automatic Payment Collections feature is only available to practices that utilize the NextGen® EDI print services. Add a Credit Card on File Using Swipe Method You can choose to swipe and add a credit card on file on the Accou

Patient Experience Help

Review Card Data

The Credit Card on File tab displays data for all of the credit cards on file for an account. You can add, modify, hide or unhide data on this tab. The application enables you to enter data for multiple cards but only one card can be the active card. In NextGen® Enterprise PM, select Account. The Account Lookup window opens. Search and open the required account. The Account Profile window opens. Select the Credit Card on File tab. Select the desired row to edit in the Account Profile window. To open the Credit Card on File Assignment window, select the open menu button and select Open. The Credit Card on File Assignment window opens. Select Save. Parent topic: Prerequisites for Processing Transactions

Help Guide for NextGen® Enterprise PM 8

Review Card Data

The Credit Card on File tab displays data for all of the credit cards on file for an account. You can add, modify, hide or unhide data on this tab. The application enables you to enter data for multiple cards but only one card can be the active card. In NextGen® Enterprise PM, select Account. The Account Lookup window opens. Search and open the required account. The Account Profile window opens. Select the Credit Card on File tab. Select the desired row to edit in the Account Profile window. To open the Credit Card on File Assignment window, select the open menu button and select Open. The Credit Card on File Assignment window opens. Select Save. Parent topic: Credit Card on File

Help Guide for NextGen® Enterprise PM 8

Credit Card on File

NextGen® Pay powered by InstaMed processing enables you to store a credit card on file for patient payments that 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 > Credit Card on File tab. On the Credit Card on File tab, More than one credit card can be stored. Only one credit card can be active at a given time. A 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: Add a card on file Review or modify card data Hide or unhide card data on file Print a consent form Enable automatic payment collections if you use NextGen® EDI print services Note: The automatic payment collections feature is only available to practices that use the NextGen® EDI print services. Add a Credit Card on File Using the Swipe Method You can swipe and add a credit card on file on the

Help Guide for NextGen® Enterprise PM 8

Hide or Unhide Card Data on File

On the Credit Card on File tab, you can hide card data for inactive cards. After you hide the data, you can display the hidden data to review the previous cards on file. Access the Account Profile window and select the Credit Card on File tab. To hide an expired or inactive card: In the Card on File section, select the applicable cards. Select the open menu button and select Hide. Note: If you select an active card, the application will not let you hide the active card. You must make the active card inactive and then you can hide the card. To display the hidden cards, select the open menu button and select Show Hidden. Parent topic: Credit Card on File - TSYS Express Processing

Help Guide for NextGen® Enterprise PM 8

Hide or Unhide Card Data on File

On the Credit Card on File tab, you can hide card data for inactive cards. After you hide the data, you can display the hidden data to review the previous cards on file. Access the Account Profile window and select the Credit Card on File tab. To hide an expired or inactive card: In the Card on File section, select the applicable cards. Select the open menu button and select Hide. Note: If you select an active card, the application will not let you hide the active card. You must make the active card inactive and then you can hide the card. To display the hidden cards, select the open menu button and select Show Hidden. Parent topic: Credit Card on File - TSYS Express Processing

Review or Modify Card Data

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Credit Card on File

Review Card Data

Review Card Data

Credit Card on File

Hide or Unhide Card Data on File

Hide or Unhide Card Data on File

Review or Modify Card Data

Credit Card on File

Review Card Data

Review Card Data

Credit Card on File

Hide or Unhide Card Data on File

Hide or Unhide Card Data on File