Set Up Significant Events for Credit Cards on File

Help Guide for NextGen® Enterprise PM 8

Create an AutoFlow Option for Credit Card on File

This feature enables you to add an option in the AutoFlow process for adding credit card on file information. You can add this option when a new chart is created or every check-in or check-out for the patient. Parent topic: Tasks, AutoFlow Options, and Significant Events for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Creating Tasks in Maintenance

The following tasks can be activated when processing credit card payments on the Task Types window in file maintenance. On the Auto Creation tab, you can create the active credit card on file will expire in (X) days. On the Auto Complete tab, you can create the Active card on file disabled task completion action. On the Auto Worker tab, you can create the Add collection letter of <unknown> to the account. Send collection letter in next run <Y/N>. Parent topic: Tasks, AutoFlow Options, and Significant Events for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Tasks, AutoFlow Options, and Significant Events for NextGen® Pay powered by InstaMed

You can use the following options for processing credit card payments in NextGen® Pay powered by InstaMed. Create an AutoFlow Option for Credit Card on File Creating Tasks in Maintenance Create a Credit Card Expiration Task Create an AutoFlow Option for Credit Card on File You can add an option in the AutoFlow process for adding the credit card on file information. Creating Tasks in Maintenance You can use the Task Types window in File Maintenance to process credit card payments. Create a Credit Card Expiration Task You can set up a notification for an active card when its close to its expiration on the Task Type List window. Activate the AutoWorker Task You can use the AutoWorker Task to send a collection letter for expired cards. Set Up Significant Events for Credit Cards on File You can track credit cards on file using the Significant Event Information window. Parent topic: Transactions and Payments

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

Help Guide for NextGen® Enterprise PM 8

Significant Events for Charge Discounts

You can enable significant events to track user activity related to charge discounts in NextGen® Enterprise PM. It includes adding, modifying or deleting discounts on an encounter from the Discounts window that is accessed from the Charge Posting toolbar. When significant events are enabled, messages are recorded in the Patient Chart on the Clinical History/Notes tab when the event occurs. Each message recorded includes date/time, creator, and description information. Significant event messages for charge discounts include the following: Records Patient Discount <Name of Discount> Created: when discounts are applied to charges on an encounter. Records Patient Discount < Name of Discount> Deleted (In Progress): when discounts are deleted from charges on an In Progress encounter. Records Patient Discount <Name of Discount> Edited: when the charge discounts are modified on an encounter. Enable Significant Events for Charge Discounts You can enable significant events to track user activity

Help Guide for NextGen® Enterprise PM 8

Significant Event for ECheck Collection

You have the option of recording a significant event for each ECheck processed for your practice in NextGen® Enterprise PM. The significant event must be enabled in Significant Event Preferences. Once enabled, a significant event is recorded and then you can run the Significant Event report to determine the number of EChecks processed within a given time-frame. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Significant Events. The Significant Event Information window opens. Select the ECheck Sale Processed check box. To save changes and close the window, select OK. Parent topic: Collect Payments for NextGen Pay powered by InstaMed

Set Up Significant Events for Credit Cards on File

Recommendations

Create an AutoFlow Option for Credit Card on File

Creating Tasks in Maintenance

Tasks, AutoFlow Options, and Significant Events for NextGen® Pay powered by InstaMed

Credit Card on File

Significant Events for Charge Discounts

Significant Event for ECheck Collection

Create an AutoFlow Option for Credit Card on File

Creating Tasks in Maintenance

Tasks, AutoFlow Options, and Significant Events for NextGen® Pay powered by InstaMed

Credit Card on File

Significant Events for Charge Discounts

Significant Event for ECheck Collection