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

Help Guide for NextGen® Enterprise PM 8

NextGen® Pay powered by InstaMed Payment Processor

When one practice in an enterprise has set up multi-merchant IDs or Device Profiles, then the profiles or multi-merchant IDs do not cross practices. As a prerequisite, before you begin processing with NextGen® Pay powered by InstaMed, review the following requirements for single sign-on (SSO), EMV, and NFC transactions: EMV and NFC Transactions To process EMV or NFC transactions you must contact NextGen® Pay powered by InstaMed to purchase one of their approved credit card devices. DynaMag Swipers The Payment Card Industry Data Security Standard (PCI DSS) is mandated by the card brands and administered by the Payment Card Industry Security Standards Council. If you plan on using a DynaMag swiper, it must meet the PCI standard. Contact NextGen® Pay to replace any old swipers with a new encrypted device. Processing electronic transactions through NextGen® Pay enables you to do the following: Store credit card token ID’s on file for one-time payment collection Enables point-to-point encry

Help Guide for NextGen® Enterprise PM 8

Credit Card Processing

NextGen® Pay powered by InstaMed enables efficient and secure patient payments between providers, payers, and patients. Prior to implementing this feature, you must contact NextGen Healthcare support. One of our support teams will assist you in the upgrade process. Access the following web pages to contact your support team. The support team reviews your current setup to identify any changes needed to your account and any hardware changes. Clients using NextGen® Pay that want to upgrade to 6.2021.1 GR or higher should contact their NextGen® Pay powered by InstaMed Account Manager (866) NextGen® Pay powered by InstaMed (467-8263). NextGen Pay powered by InstaMed Configurations You can use this guide to understand the TSYS and NextGen® Pay powered by InstaMed processes and procedures. Set Up Security Rights for Processing Credit Cards You must set up the security rights for processing credit cards for enabling the enterprise and practice preferences. Set Up Enterprise Preferences for Cre

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

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

Recommendations

NextGen® Pay powered by InstaMed Payment Processor

Credit Card Processing

Activate the AutoWorker Task

Creating Tasks in Maintenance

Transactions and Payments

Set Up Significant Events for Credit Cards on File

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

NextGen® Pay powered by InstaMed Payment Processor

Credit Card Processing

Activate the AutoWorker Task

Creating Tasks in Maintenance

Transactions and Payments

Set Up Significant Events for Credit Cards on File