Swipe or Insert a Credit Card to collect a Payment
NextGen® Pay powered by InstaMed enables you to collect payments from patients by swiping the credit card, inserting the card (EMV chip), or keying in the card details.
Note: You must activate a batch before processing a patient's payment.
To open thePayment Entrywindow, do the following:
InNextGen® Enterprise PM, clickPosting.
TheBatch Postingwindow opens.
Right-click a batch and selectActive Batch.
Double-click the active batch.
ThePayment Entrywindow opens.
Select the relevant patient or enter the encounter number.
Do the following:
In thePayerfield, selectPatient.
In thePay Amtfield, enter the amount.
In thePay Codefield, select the required transaction code.
Note: The default transaction code does not appear if you select theOverride Credit Card Payment Default Transaction Codecheck box in thePayment Processingpreference on thePractice Preferencewindow.
In thePaycolumn, enter the dollar amount of the payment.
Note: TheCC Paybutton appears when you enter all the information required for making the payment.
Select CC Pay and then select Swipe/Insert.
Select the applicable profile and outlet ID.
Select Process.
A window opens asking you to complete the payment.
Note: If there are existing practice preferences and no user preferences are selected, the payment processing is done as follows:
For practices with a single MID- The NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter the credit card number.
For practices with multiple existing MID's- The Profile and Using Outlet options appear blank by default. You can select the desired profile and outlet to process the payment.
Any existing user preferences will default in this window.
If you have configured a card reader, then you should swipe or insert the card in the card reader device.
The card details appear.
Select Submit.
A window appears stating that the sale transaction for the card has been authorized.
Select OK.
The Print Receipt window opens.
Do one of the following:
Select Preview to review the receipt prior to printing.
Select Print to print the receipt for the patient.
Swipe or Insert a Credit Card to collect a Payment
