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

Transaction Codes for Processing Credit Cards

You must add transaction codes in File Maintenance > Master Files > System > Transaction Codes before you set up the Payment Processing preferences on the Practice Preferences window. The transaction code may be unique for each payment method or you can also set up a single transaction code for all payment methods. For example: Visa Patient Pay Discover Patient Pay American Express Patient Pay Master Card Patient Pay ECheck Patient Pay If your practice uses the bad debt functionality, you may set up unique bad debt transaction codes for each payment method: Visa Bad Debt Discover Bad Debt American Express Bad Debt Master Card Bad Debt ECheck Bad Debt Parent topic: Credit Card Processing Using the NextGen Pay powered by InstaMed

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

Help Guide for NextGen® Enterprise PM 8

Set Up Practice Preferences for Credit Card Processors

Open NextGen® Enterprise PM. Select Admin > Preferences > Practice. The Practice Preferences window opens. From the Preference List, select Payment Processing. To activate credit card processing for your practice, select Enable Credit Card Processing. To process partial refund amounts that are less than the original credit card payment to the patients, select Allow partial credit on credit card payments. Note: If you do not select the Allow partial credit on credit card payments option, users can only credit the full amount of the original credit card transaction. The full amount of the original transaction appears in CC Amt and Pay on the Payment Entry window and is not editable. Optional: To save the credit card data as a unique token ID, select Save Credit Card Token ID on file. Select Auto Pay Collection Process for automatic collection of payments. Select InstaMed as the Credit Card Processor. In the Payment Method section, select one or more of the payment methods and the unique

Transaction Codes for Processing Credit Cards

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Set Up Practice Preferences for Credit Card Processors

Transaction Codes for Processing Credit Cards

Credit Card Processing

Patient Pay Practice Preferences Descriptions

Patient Pay Practice Preferences Descriptions

Set Up Practice Preferences for Credit Card Processors

Transaction Codes for Processing Credit Cards

Set Up Practice Preferences for Credit Card Processors

Transaction Codes for Processing Credit Cards

Credit Card Processing

Patient Pay Practice Preferences Descriptions

Patient Pay Practice Preferences Descriptions

Set Up Practice Preferences for Credit Card Processors