Set Up User and Timestamp Options in Practice 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

Set Up Printer Options in User Preferences

To configure your printer settings for printing credit card receipts, you can access the User Preferences Printing tab. Select Admin > Preferences > User > General. The User Preferences window opens. Select the Printing tab and then 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

Open NextGen® Enterprise PM. Select Admin > Preferences > Practice. The Practice Preferences window opens. Select Itemized Bills. In the User/Timestamp Options field, do one of the following: To display the username, user ID, date, and time of the transaction on the receipt, select Show UserNameUserID/Timestamp (default). To display the user ID, receipt date, and time of the transaction on the receipt, select Show UserID/Timestamp. Note: When printing receipts you can identify the user who issued the receipt by user ID or username. Close the Practice Preferences window. 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

File Maintenance Help for NextGen® Enterprise

Practice Preferences for Itemized Bills

You can set up practice preferences for receipts for encounter bills and account receipts for the practice and all related service locations. Field Description Default header message Enter the message (up to 40 characters) to print at the top of the statement. You can enter the practice address, phone number, website, and so on. Default footer message Enter the message to print at the bottom of the statement. Avoid using hard returns (with the ENTER key) in the message. Auto produce Itemized Bill when billing self pays Select this option to automatically generate an itemized bill for self-pay encounters. Suppress printing charge-zero balance Itemized Bills Select this option to do the following: Prevent the printing of itemized bills for self-pays with zero dollar balances. Total all charges selected to bill for each encounter. If the total charges equal zero, the itemized bill is not printed. For both batch mode and demand mode, this option applies only if the Auto produce Itemized Bi

Set Up User and Timestamp Options in Practice Preferences

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Set Up Printer Options in Practice Preferences

Set Up Printer Options in User Preferences

Print a Credit Card Receipt

Set Up User and Timestamp Options in Practice Preferences

Print and View Options for Credit Card Receipts

Practice Preferences for Itemized Bills

Set Up User and Timestamp Options in Practice Preferences

Set Up Printer Options in Practice Preferences

Set Up Printer Options in User Preferences

Print a Credit Card Receipt

Set Up User and Timestamp Options in Practice Preferences

Print and View Options for Credit Card Receipts

Practice Preferences for Itemized Bills