View Chart Level Archived Electronic Receipts

Help Guide for NextGen® Enterprise PM 8

View Account Level E-Signed Forms and Receipts

An archived copy of an electronic credit card or e-check receipt is stored at the account level for source account, budget, or invoice transactions. Note: When a transaction is deleted, the receipt is also deleted. Select the Account icon and on the Account Lookup window, search for the patient's account. The Account Profile window opens. Select the Notes tab. Open the Forms folder, by double-clicking the expand icon . The E-signed Forms and receipts folders display. Select the E-Signed Forms folder to display all electronically signed receipts for the patient. Select the Receipts folder to display all electronically stored receipts for the patient. 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

Set Up User and Timestamp Options in Practice Preferences

When printing receipts you can identify the user who issued the receipt by user ID or username. Select Admin > Preferences > Practice > Itemized Bills. The Practice Preferences Itemized Bills window opens. In the User/Timestamp Options field, select one of the following options: Show UserNameUserID/Timestamp (default) - displays the username, user ID and date and time of the transaction on the receipt. Show UserID/Timestamp - only displays the user ID, receipt date, and time of the transaction on the receipt. When selecting this option, the username does not display on the receipt. 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 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

View an Archived Recall Letter from the Patient Chart

Access the Patient Chart for the desired patient. Select the Clinical History/Notes tab. From the Topics list, expand the Letters folder, and then select on the Recalls folder. The section on the right displays the Date/Time, Creator, Letter Name, and Description for each recall letter that has been archived. Double-click to open the desired letter. Note: Archived letters cannot be reprinted. Therefore, the Print Dialog and Quick Print buttons are not available on the letter preview toolbar. The Letter Preview window opens. When finished viewing, select the Close Preview button on the letter preview toolbar. Parent topic: Archiving Recall Letters

View Chart Level Archived Electronic Receipts

Recommendations

View Account Level E-Signed Forms and Receipts

Print a Credit Card Receipt

Set Up User and Timestamp Options in Practice Preferences

Print and View Options for Credit Card Receipts

Printing and Storing Credit Card Receipts

View an Archived Recall Letter from the Patient Chart