Transaction Codes for Processing Credit Cards

Help Guide for NextGen® Enterprise PM 8

Set Up Practice Preferences for Credit Card Processors

You can enable credit card processing for your practice using the Payment Processing preference on the Practice Preferences window. In NextGen® Enterprise PM, select Admin > Preferences > Practice. The Practice Preferences window opens. Select Payment Processing from the Preference List. Select Enable Credit Card Processing to activate credit card processing for your practice. Select Allow partial credit on credit card payments to process partial refund amounts that are less than the original credit card payment to the patients. Note: If you do not select this option, users can only credit the full amount of the original credit card transaction. On the Payment Entry window, the CC Amt and Pay fields display the full amount of the original transaction and cannot be changed. Select Save Credit Card Token ID on file to save credit card data as a unique token ID. Select Auto Pay Collection Process for automatic collection of payments. Select InstaMed as the Credit Card Credit Card Processo

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

File Maintenance Help for NextGen® Enterprise 8

Patient Pay Practice Preferences Descriptions

The following table describes the fields on the Patient Pay Practice Preferences window. Patient Pay Import Description Default Transaction Code You can select the default transaction code to be used during Patient Pay Import. Do not post to encounters in a bad debt status You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters in the Bad Debt status. If all encounters of a patient are in the Bad Debt status, the payment is treated as an account unapplied payment. Do not post to accounts on a budget You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters that are included on a budget plan for an account. Include tracking description in Import Posting Report You can select this option to do the following: Append a tracking description to transactions during Patient Pay Import. The tracking description includes credit card information when present in the

Help Guide for NextGen® Enterprise PM 8

Patient Pay Practice Preferences Descriptions

The following table describes the fields on the Patient Pay Practice Preferences window. Patient Pay Import Description Default Transaction Code You can select the default transaction code to be used during Patient Pay Import. Do not post to encounters in a bad debt status You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters in the Bad Debt status. If all encounters of a patient are in the Bad Debt status, the payment is treated as an account unapplied payment. Do not post to accounts on a budget You can select the check box to prevent patient payments from posting automatically during Patient Pay Import to encounters that are included on a budget plan for an account. Include tracking description in Import Posting Report You can select this option to do the following: Append a tracking description to transactions during Patient Pay Import. The tracking description includes credit card information when present in the

File Maintenance Help for NextGen® Enterprise 8

Processing Payments

Before you enable the electronic payment processing methods, you must set up the TSYS or InstaMed® credit card processors. Setting up credit card processors allow your practice to accept electronic payments through Visa, Master Card, American Express, Discover, or Check. To enable electronic payments, you must configure the following: Security rights in System Administrator. Credit card processing in Enterprise Preferences. Unique transaction codes in File Maintenance. InstaMed, TSYS Transaction Central ®, or TSYS Express ® for payment processing in Payment Processing preference of the Practice Preferences window. For more information on setting up the security rights, enabling and setting up the credit card processors, and creating transaction codes go to NextGen Healthcare Success Community and download the latest Credit Card Processing Guide for NextGen® Enterprise PM. Parent topic: Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

When you open the Payment Entry window from the Estimate Patient Cost window to make a payment, transaction codes already selected in the practice preferences are utilized by default. If you want to change transaction codes, you can change them as desired in the Payment Entry window. Open NextGen® Enterprise PM and select Admin > Preferences > Practice. On the Practice Preferences window, select Tran Codes from the preference list. In the Default Transaction Codes section, do the following: To make an advance payment, select a transaction code from Pre-Service Payment To make a transaction for a bad-debt encounter, select a transaction code from Pre-Service Bad Debt Select OK. Parent topic: Configuring Pre-Services Practice Preferences

Transaction Codes for Processing Credit Cards

Recommendations

Set Up Practice Preferences for Credit Card Processors

Credit Card Processing

Patient Pay Practice Preferences Descriptions

Patient Pay Practice Preferences Descriptions

Processing Payments

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction

Set Up Practice Preferences for Credit Card Processors

Credit Card Processing

Patient Pay Practice Preferences Descriptions

Patient Pay Practice Preferences Descriptions

Processing Payments

Set Default Transaction Codes for Pre-Services Payment or Bad Debt Transaction