NextGen Knowledge Center

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.
  1. To open thePayment Entrywindow, do the following:
    1. InNextGen® Enterprise PM, clickPosting.
      TheBatch Postingwindow opens.
    2. Right-click a batch and selectActive Batch.
    3. Double-click the active batch.
      ThePayment Entrywindow opens.

  2. Select the relevant patient or enter the encounter number.
  3. Do the following:
    • In thePayerfield, selectPatient.
    • In thePay Amtfield, enter the amount.
    • In thePay Codefield, select the required transaction code.
    • In thePaycolumn, enter the dollar amount of the payment.
  4. Select CC Pay and then select Swipe/Insert.
  5. Select the applicable profile and outlet ID.
  6. Select Process.
    A window opens asking you to complete the payment.
  7. If you have configured a card reader, then you should swipe or insert the card in the card reader device.
    The card details appear.
  8. Select Submit.
    A window appears stating that the sale transaction for the card has been authorized.

  9. Select OK.
    The Print Receipt window opens.

  10. Do one of the following:
    • Select Preview to review the receipt prior to printing.
    • Select Print to print the receipt for the patient.