Significant Event for ECheck Collection

Help Guide for NextGen® Enterprise PM 8

Record Significant Events for ECheck Collections

Before you begin You must enable the significant event in Significant Event Preferences. After enabling, 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. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Significant Events. The Significant Event Information window opens. Select the ECheck Sale Processed check box. Select OK. Parent topic: Collect Payments for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Collect Payments for NextGen® Pay powered by InstaMed

NextGen® Pay powered by InstaMed enables you to perform electronic payment processing by using a card reader device or completing the payment on a NextGen® Pay powered by InstaMedweb form. This type of payment processing enables you to accept credit card and Echeck payments when you have an active connection to the internet. You can collect an electronic payment by utilizing the following methods: Swipe a credit card Insert or tap a credit card - EMV devices only Manually key in the credit card data Utilize the NextGen® Enterprise PM Card on File function ECheck Payment Collect an ECheck Payment With No Device You can use the echeck method to collect payments for patients. Collect ECheck Payments With a Check Scanner You can collect ECheck payments using a check scanner. Significant Event for ECheck Collection You can record a significant event for an ECheck collection. Swipe or Insert a Credit Card to collect a Payment You can swipe or insert a credit card to collect a payment. Key in

Help Guide for NextGen® Enterprise PM 8

Significant Events Report

The Significant Events report provides an audit trail for specific user activity that has occurred within the NextGen Enterprise applications. These are known as significant events. When a significant event occurs, a message is recorded in each patient's chart. The message includes the name of the user that performed the event, the date/time the event occurred, and both pre-modification and post-modification information. Some significant events are System Level and are recorded for all practices in all enterprises. Other events are Enterprise Level and are recorded for all practices within the same enterprise. Other events are Practice Level and are recorded for the practice(s) in which they have been enabled. Significant Events can be enabled or disabled from the following applications: NextGen® Enterprise PM System Administrator All recorded system-level, enterprise-level and practice-level significant event messages are available for review on the Significant Events report. In addit

Help Guide for NextGen® Enterprise PM 8

Significant Events Report

The Significant Events report provides an audit trail for specific user activity that has occurred within the NextGen Enterprise applications. These are known as significant events. When a significant event occurs, a message is recorded in each patient's chart. The message includes the name of the user that performed the event, the date/time the event occurred, and both pre-modification and post-modification information. Some significant events are System Level and are recorded for all practices in all enterprises. Other events are Enterprise Level and are recorded for all practices within the same enterprise. Other events are Practice Level and are recorded for the practice(s) in which they have been enabled. Significant Events can be enabled or disabled from the following applications: NextGen® Enterprise PM System Administrator All recorded system-level, enterprise-level and practice-level significant event messages are available for review on the Significant Events report. In addit

Help Guide for NextGen® Enterprise PM 8

Track Patient Appointment Modifications Using Significant Events

You can track modifications to patient appointments by turning on significant events, which log messages in the Appointment Insurance Selection window. The messages detail actions such as adding or deleting insurance, indicating self-pay, and replacing insurance, along with associated payer and appointment or encounter numbers. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Significant Events. The Significant Event Information window opens. Select the checkbox next to the significant events you want. Note: Significant events for appointment insurances are selected by default. Select OK. Parent topic: Significant Events for Appointments

NextGen® Document Management Help,

Configure Significant Event Tracking for NextGen® Document Management

The significant events are categorized as enterprise, practice, and system levels. The significant events log entry generates when you perform the following actions: Export a document Import a file Import a directory Automatically import a directory Append a page to a filed document You can view the Significant Event record by generating a Significant Events report in NextGen® Enterprise PM. Do one of the following: In NextGen® Enterprise PM, select Admin > Preferences > Significant Events. In System Administrator, select View > Significant Events. The Significant Event Information window opens displaying the list of significant events. Select the significant events related to NextGen® Document Management, and then select OK. Parent topic: Configure NextGen Document Management See also View the NextGen Document Management Significant Events History

Significant Event for ECheck Collection

Recommendations

Record Significant Events for ECheck Collections

Collect Payments for NextGen® Pay powered by InstaMed

Significant Events Report

Significant Events Report

Track Patient Appointment Modifications Using Significant Events

Configure Significant Event Tracking for NextGen® Document Management

Significant Event for ECheck Collection

Record Significant Events for ECheck Collections

Collect Payments for NextGen® Pay powered by InstaMed

Significant Events Report

Significant Events Report

Track Patient Appointment Modifications Using Significant Events

Configure Significant Event Tracking for NextGen® Document Management