Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

Help Guide for NextGen® Enterprise PM 8

Enroll a Patient in Automatic Payment Processing

Before you begin To enroll a patient for APC, the following information is required for fields that do not automatically populate. Automatic payment limit which is the maximum payment amount to bill the credit or debit card based on the statement cycle. Credit card number and expiration date. Contact preference, such as email address or cell phone number to contact the patient. Patient ID which automatically gets filled from NextGen® Enterprise PM. The first four digits are practice ID and the remaining digits are the patient account number. Access the Patient's Account Profile and then select the Credit Card on File tab. To access the APC portal, select the APC Portal button. A message displays that updates in the APC portal are reflected on the account after importing the next APC Daily Enrolment file. Select OK. The NextGen Automatic Payments page displays and patient information fields are automatically populated with Patient ID, First and Last name. To complete the setup, enter th

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

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 Parent topic: Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File

Help Guide for NextGen® Enterprise PM 8

Enroll and Process APC Data

To enroll and process Automatic Payment Collections(APC) data, refer to the following procedures: Enroll a Patient in Automatic Payment Processing Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File Automatic Payment Collections Enroll a Patient in Automatic Payment Processing Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File Parent topic: Automatic Payment Collections

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

Daily Member Signup File

At the end of the day, NextGen® Pay powered by InstaMed generates the Daily Member Signup File with enrollment statuses. Then the file is sent to the NextGen® EDI transmission portal. The file will contain accounts with the following enrollment statuses: Accounts that are enrolled in APC. Accounts that have been disenrolled. Accounts that have been modified. All files are transmitted through the NextGen® EDI transmission portal. You need to assign a file directory for the downloaded files. Retrieve files by setting up a NextGen® Background Business Processor job or manually retrieve the files from the NextGen® EDI portal. 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. Parent topic: Automatic Payment Collections

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

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Enroll a Patient in Automatic Payment Processing

Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File

Procedures for Importing the Daily Enrollment

Enroll and Process APC Data

Manual Import of the Daily Enrollment File

Daily Member Signup File

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

Enroll a Patient in Automatic Payment Processing

Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File

Procedures for Importing the Daily Enrollment

Enroll and Process APC Data

Manual Import of the Daily Enrollment File

Daily Member Signup File