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

Patient Experience Help

Set Up Significant Events for Credit Cards on File

Open NextGen® Enterprise PM. Select Admin > Preferences > Significant Event. The Significant Event Information window opens. Select one or both of the following significant events: Credit Card on File Disabled Credit Card on File Enabled The selected information appears on the Significant Event report. Select OK. Parent topic: Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Help Guide for NextGen® Enterprise PM 8

Set Up Significant Events for Credit Cards on File

Open NextGen® Enterprise PM. Select Admin > Preferences > Significant Event. The Significant Event Information window opens. Select one or both of the following significant events: Credit Card on File Disabled Credit Card on File Enabled The selected information appears on the Significant Event report. Select OK. Parent topic: Creating Tasks and AutoFlow Options for Processing Credit Card Payments

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

Patient Experience Help

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

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 You can 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. Creating Tasks in File Maintenance You can activate different tasks when credit card payments are being processed. Create a Credit Card Expiration Task You can notify the users when an active credit card is close to its expiration date. Creating Tasks in File 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

Help Guide for NextGen® Enterprise PM 8

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

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 You can 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. Creating Tasks in File Maintenance You can activate different tasks when credit card payments are being processed. Create a Credit Card Expiration Task You can notify the users when an active credit card is close to its expiration date. 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 File 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. A

Set Up Significant Events for Credit Cards on File

Recommendations

Create an AutoFlow Option for Credit Card on File

Set Up Significant Events for Credit Cards on File

Set Up Significant Events for Credit Cards on File

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

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Create an AutoFlow Option for Credit Card on File

Set Up Significant Events for Credit Cards on File

Set Up Significant Events for Credit Cards on File

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

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Creating Tasks and AutoFlow Options for Processing Credit Card Payments