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

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

Help Guide for NextGen® Enterprise PM 8

Activate the AutoWorker Task

The purpose of this task is to send a collection letter when the system date is after the card's expiration date and the card is expired. In File Maintenance > Master Files > Task Types on the Task Types List window select the open menu button and select New. The Task Types window opens. Select the Auto Creation tab. Complete the following required fields: Task Type - enter the task type as defined by your organization. Source Type - select Account. In the Activate column, select the Active Credit Card on file will expire in <0> days. Right-click and select Open. The Task Type Options window opens. To select the number of days in advance that you want to be notified when an active credit card expires, select the number in the Parameter 1 field, and then select OK. Select the Auto Worker tab. Complete the following required fields: Task Type - enter the task type as defined by your organization. Source Type - select Account. In the Activate column, select Add collection letter of <unkno

Help Guide for NextGen® Enterprise PM 8

Creating Tasks in Maintenance

The following tasks can be activated when processing credit card payments on the Task Types window in file maintenance. On the Auto Creation tab, you can create the active credit card on file will expire in (X) days. On the Auto Complete tab, you can create the Active card on file disabled task completion action. On the Auto Worker tab, you can create the Add collection letter of <unknown> to the account. Send collection letter in next run <Y/N>. Parent topic: Tasks, AutoFlow Options, and Significant Events for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Transactions and Payments

Transaction is the interaction between the healthcare and insurance providers when the former sends a claim to the insurance provider requesting payments for medical services. Posting Transactions The payment posting process is used to verify if the payments entered in the system are free of errors. Managing Batches You can create batches for payments, adjustments, and refund transactions. Credits and Refunds Credit Card Processing You can use TSYS and NextGen® Pay powered by InstaMed for efficient and secure patient payments. TSYS Transaction Central Payment Processing TSYS Express Payment Processing This section describes about TSYS Express payment processing. NextGen Pay powered by InstaMed Payment Processor Prerequisites and processing features for NextGen® Pay powered by InstaMed include device upgrades, single sign on, EMV and NFC transactions, and payment options. Void Credit Card and Check Transactions Printing and Storing Credit Card Receipts Tasks, AutoFlow Options, and Signi

Help Guide for NextGen® Enterprise PM 8

Set Up Significant Events for Credit Cards on File

The Significant Event Information window has the following options for tracking credit cards on file: Credit Card on File Disabled Credit Card on File Enabled When selected, this information displays on the Significant Event report. Select Admin > Preferences > Significant Event.. The Significant Event Information window opens. Select one or both of these significant events: Credit Card on File Disabled Credit Card on File Enabled Select OK. Parent topic: Tasks, AutoFlow Options, and Significant Events for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Add a Credit Card on File Using Key Method

NextGen® Pay powered by InstaMed processing provides you with the option to store credit card data in the application using a unique token ID. You can view the saved credit card data for a patient on the Credit Card on File tab of the Account Profile window. A push-pin icon appears on the Credit Card on File tab when the patient has an active credit card on file. In NextGen® Enterprise PM, select Account. The Account Profile window opens. Select the Credit Card on File tab. To add a new credit card, select open menu and then select New. A window opens asking you to choose the method to save the credit card data. 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 de

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

Recommendations

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Activate the AutoWorker Task

Creating Tasks in Maintenance

Transactions and Payments

Set Up Significant Events for Credit Cards on File

Add a Credit Card on File Using Key Method

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

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Activate the AutoWorker Task

Creating Tasks in Maintenance

Transactions and Payments

Set Up Significant Events for Credit Cards on File

Add a Credit Card on File Using Key Method