Set Up Printer Options in User Preferences

Help Guide for NextGen® Enterprise PM 8

Set Up Printer Options in Practice Preferences

Select Admin > Preferences > Practice > Printing. The User Preferences window opens. Select Account Receipt, right-click and select Open. The Print window opens. Complete the applicable fields. Select Properties to further define how you want to print your receipts. Select OK to save your settings. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Print a Credit Card Receipt

A credit card receipt can now be printed from the Payment Entry window. The Print menu includes the new option CC Processing Receipt. You can print a receipt for either posted or unposted credit card payments. On the Payment Entry window, complete the following fields: In the Payer field, select Patient. In the Pay Code field, select the electronic payment's transaction code. In the Pay field, enter the dollar amount of the payment. Note: The CC Pay button becomes active after the Payer, Pay Code, and Pay fields are populated. Complete the payment transaction for your vendor. Ask the Patient to e-sign. Click the Print icon. The receipt prints and an archived copy of the receipt is stored at the account level for source account, budget, or invoice transactions. Review the fields that are printed on the receipt. All information on the receipt is pulled from the patient's account. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Set Up User and Timestamp Options in Practice Preferences

When printing receipts you can identify the user who issued the receipt by user ID or username. Select Admin > Preferences > Practice > Itemized Bills. The Practice Preferences Itemized Bills window opens. In the User/Timestamp Options field, select one of the following options: Show UserNameUserID/Timestamp (default) - displays the username, user ID and date and time of the transaction on the receipt. Show UserID/Timestamp - only displays the user ID, receipt date, and time of the transaction on the receipt. When selecting this option, the username does not display on the receipt. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Print and View Options for Credit Card Receipts

To set up print and view options for credit card receipts, use the following procedures: Set Printer Options in User Preferences Set Printer Option in Practice Preferences Set User/Timestamp Options for Receipts in Practice Preferences Print a Credit Card Receipt from the Payment Entry Window View Account Level E-Signed Forms and Receipts View Chart Level Archived Electronic Receipts Set Up Printer Options in User Preferences Set Up Printer Options in Practice Preferences Set Up User and Timestamp Options in Practice Preferences Print a Credit Card Receipt View Account Level E-Signed Forms and Receipts View Chart Level Archived Electronic Receipts You can use the Clinical History/Chart Notes tab to access an archived copy of a credit card receipt or e-check payment. Parent topic: Printing and Storing Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Print On-Demand Account-Level Receipts

Open NextGen® Enterprise PM On the main toolbar, select Account Account Lookup Button. The Account Lookup window opens. Enter the search criteria data, then select Find. Person and employer accounts that match the search criteria appear in the Account List section of the Account Lookup window. Double-click the account to open. The Account Profile window opens. Select the Account Summary tab. Right-click a transaction, and then select Account Receipt. The Print Account Receipt window opens. Select Print. A message appears stating that the printing of the account receipt is in progress. Note: You can also print receipts on demand from the Payment Entry window. You can post and save the payment, and then print the receipt. Parent topic: Printing Account-Level Receipts

File Maintenance Help for NextGen® Enterprise 8

Print a Report from the Preview Window

If you need to make changes to the page setup before printing your report, select Page Setup . The Page Setup window opens. Make your selections and then select OK to return to the report. Select Print . The Print window opens. Note: You can change print settings, such as the specific printer, page range, and number of copies, before you print. Your default printer is specified in your printer settings. If you want to send the report to a printer other than your default printer, choose it from the available printer listing. To print, select OK. If you do not need to make changes to page setup or printer settings, select Quick Print to bypass the steps above. The report prints to your default printer. Parent topic: Printing Reports

Set Up Printer Options in User Preferences

Recommendations

Set Up Printer Options in Practice Preferences

Print a Credit Card Receipt

Set Up User and Timestamp Options in Practice Preferences

Print and View Options for Credit Card Receipts

Print On-Demand Account-Level Receipts

Print a Report from the Preview Window

Set Up Printer Options in Practice Preferences

Print a Credit Card Receipt

Set Up User and Timestamp Options in Practice Preferences

Print and View Options for Credit Card Receipts

Print On-Demand Account-Level Receipts

Print a Report from the Preview Window