View Account Level E-Signed Forms and Receipts

Help Guide for NextGen® Enterprise PM 8

View Chart Level Archived Electronic Receipts

An archived copy of a credit card receipt or e-check payment is stored at the chart level for source encounter transactions. You can demand print a receipt with or without an electronic signature. Note: When a transaction is deleted, the receipt is also deleted. Access the Clinical History/Chart Notes tab on the Patient Chart window. Double- click the expand icon to open the Forms folder. The Receipts folder displays. To print a receipt: Expand either the Receipts folder or the E-Signed Forms folder. In the Details section, select the transaction, right-click, and then select CC Processing Receipt. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Print a Credit Card Receipt

A credit card receipt can now be printed from the Payment Entry window. The Print menu includes the new option CC Processing Receipt. You can print a receipt for either posted or unposted credit card payments. On the Payment Entry window, complete the following fields: In the Payer field, select Patient. In the Pay Code field, select the electronic payment's transaction code. In the Pay field, enter the dollar amount of the payment. Note: The CC Pay button becomes active after the Payer, Pay Code, and Pay fields are populated. Complete the payment transaction for your vendor. Ask the Patient to e-sign. Click the Print icon. The receipt prints and an archived copy of the receipt is stored at the account level for source account, budget, or invoice transactions. Review the fields that are printed on the receipt. All information on the receipt is pulled from the patient's account. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Print and View Options for Credit Card Receipts

To set up print and view options for credit card receipts, use the following procedures: Set Printer Options in User Preferences Set Printer Option in Practice Preferences Set User/Timestamp Options for Receipts in Practice Preferences Print a Credit Card Receipt from the Payment Entry Window View Account Level E-Signed Forms and Receipts View Chart Level Archived Electronic Receipts Set Up Printer Options in User Preferences Set Up Printer Options in Practice Preferences Set Up User and Timestamp Options in Practice Preferences Print a Credit Card Receipt View Account Level E-Signed Forms and Receipts View Chart Level Archived Electronic Receipts You can use the Clinical History/Chart Notes tab to access an archived copy of a credit card receipt or e-check payment. Parent topic: Printing and Storing Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Printing Account-Level Receipts

An on-demand account-level receipt summarizes the transaction payments and all payments on the account. The account-level receipt contains the following information: Payments applied to multiple patients on a single account. Payments made for multiple encounters on the account for a single patient. Unapplied payments. A person, employer, or guarantor can have an account with a medical practice and an account-level receipt for any of these entities. The account-level receipt includes the total payment amount, amounts for each patient name, the encounter number, and the amount applied to each encounter. Print On-Demand Account-Level Receipts You can use the Account Summary tab to print account level receipts. Configuring the Header and Footer for Multi-page-Account Receipts You can configure the printing of headers and footers for multi-page-account receipts. Components of Account Receipt The account receipt header section provides details about the check or credit card used for payment

Help Guide for NextGen® Enterprise PM 8

Printing and Storing Credit Card Receipts

This section describes the process of printing and storing receipts with an electronic signature for credit card and echeck payments. You can now demand print a receipt for an electronic payment with an electronic signature or without an electronic signature and then store a copy of the receipt within NextGen® Enterprise PM. To utilize this feature, you must enable credit card processing in Practice Preferences. In Practice Preferences Payment Processing, select the check box Enable Credit Card Processing. After you enable credit card processing, the folders for Credit Card receipts are displayed in the following areas of NextGen® Enterprise PM Clinical History/Notes tab of Patient Chart window for source encounters Transactions Notes tab of the Account Profile window for source account, budget, or invoice transactions Devices- To utilize the electronic signature feature, your organization must use one of the following devices: Intelink EPadInk Ambir SP200 Ambir 110 Receipts for electr

Help Guide for NextGen® Enterprise PM 8

Enroll a Patient in Automatic Payment Processing

Before you begin To enroll a patient for APC, the following information is required for fields that do not automatically populate. Automatic payment limit which is the maximum payment amount to bill the credit or debit card based on the statement cycle. Credit card number and expiration date. Contact preference, such as email address or cell phone number to contact the patient. Patient ID which automatically gets filled from NextGen® Enterprise PM. The first four digits are practice ID and the remaining digits are the patient account number. Access the Patient's Account Profile and then select the Credit Card on File tab. To access the APC portal, select the APC Portal button. A message displays that updates in the APC portal are reflected on the account after importing the next APC Daily Enrolment file. Select OK. The NextGen Automatic Payments page displays and patient information fields are automatically populated with Patient ID, First and Last name. To complete the setup, enter th

View Account Level E-Signed Forms and Receipts

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View Chart Level Archived Electronic Receipts

Print a Credit Card Receipt

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Printing Account-Level Receipts

Printing and Storing Credit Card Receipts

Enroll a Patient in Automatic Payment Processing

View Chart Level Archived Electronic Receipts

Print a Credit Card Receipt

Print and View Options for Credit Card Receipts

Printing Account-Level Receipts

Printing and Storing Credit Card Receipts

Enroll a Patient in Automatic Payment Processing