Add Jobs to Process the Daily Member Enrollment File in NextGen EDI

Help Guide for NextGen® Enterprise PM 8

Create Background Business Processor (BBP) Packages

You can set up the following two jobs in NextGen® Background Business Processor. NextGen® EDI assists you in setting up the jobs for the APC process. User-specified application job that uses the automatic NextGen® EDI file transfer application to retrieve nightly enrollment files generated by NextGen® Pay powered by InstaMed. APC Directory Import job that processes the APC enrollment files in NextGen® Enterprise PM. This process takes the enrollment file and automatically updates the applicable accounts. The file includes enrollment failures due to invalid credit card numbers or expiration dates, invalid email addresses, and self dis-enrollment by the patient. Note: NextGen Healthcare recommends setting these jobs to run nightly for files to be updated daily. Parent topic: Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File

Help Guide for NextGen® Enterprise PM 8

Add Jobs to Import the Daily Enrollment File

Open NextGen® Background Business Processor. Select Packages > New. Enter the package name. For example APC Daily Enrollment File. Enter the details in the remaining fields. Package Properties Window Select the Jobs tab, and then select open menu and select New. The Job Properties window opens. Enter the job name. For example, APC Download. In Job Type, select User Specified Application. In Run as Practice, select a different practice if you want to change the default practice. In Upon Completion, select one of the notification options. In Notification e-mail, enter the preferred email address for notifications. In the Setting Name section, enter settings parameters. Select OK. Parent topic: Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File

Help Guide for NextGen® Enterprise PM 8

Manual Import of the Daily Enrollment File

To fill the fields in the APC section in the Credit Card on File tab on the Account window, you must import the APC file generated by NextGen® Pay powered by InstaMed. This file contains all patient enrollments. Note: NextGen Healthcare recommends you set up and run this process after work hours through NextGen® Background Business Processor, to update the files on a daily basis. Select File > Processes > APC File Import. Select the open record icon and locate the file that you want to import. Select Import. After you import and process the APC/Daily Member file, the following fields display in the Credit Card on File tab on the Account window. Automatic Payment Collection Preferred Contact Method Maximum $ Amt per Cycle The Significant Event Report, all Statement and Payment Reports reflect the APC activity. Parent topic: Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File

Help Guide for NextGen® Enterprise PM 8

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

To download and import the APC daily member enrollment file from the NextGen® Pay powered by InstaMed portal, you can create a NextGen® Background Business Processor package with two jobs. If you decide not to create the BBP packages, you can manually import the enrollment file. Create Background Business Processor (BBP) Packages You can create a NextGen® Background Business Processor package with two jobs to download and import the APC daily member enrollment file from the NextGen® Pay powered by InstaMed portal. If you decide not to create the BBP packages, you can manually import the enrollment file. Add Jobs to Import the Daily Enrollment File You can add a job to import the Daily Enrollment file created by NextGen® Pay powered by InstaMed that contains all the patients enrolled for a specific day. Add Jobs to Process the Daily Member Enrollment File in NextGen EDI You can add a job to process the Daily Member Enrollment file in NextGen EDI. Manual Import of the Daily Enrollment Fi

Help Guide for NextGen® Enterprise PM 8

Add a Job to Process the Daily Member Enrollment File in NextGen EDI

To set up the APC directory import job to automatically import the APC enrollment files into NextGen® EDI, use the following procedure. Note: The APC enrollment files are imported into NextGen® EDI. It is recommended to add the APC directory import job to the same package that contains all the other APC jobs. Access BBP > Packages > New. The Package Properties window opens. Select the Jobs tab. Select the open menu button and select New. The Job Properties window opens. Enter the job name in the Job Name field. For example, APC File Import. Select APC Directory Import in the Job Type field. Enter Run as Practice field to change the name of the default practice. Select a notify option in the Upon Completion field. Select one of the following: Do not notify Notify on completion Notify on failed Notify on success Enter the preferred email address for notifications in the Notification e-mail field (required). In the Settings section: Note: NextGen® recommends you set up the Source Director

Help Guide for NextGen® Enterprise PM 8

Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File

To automate downloading and importing the APC daily file from the NextGen® Pay powered by InstaMed portal, two jobs may be set up on the NextGen® Background Business Processor. NextGen® EDI will assist you in setting up these jobs for the APC process. The first job is a user specified application job. It uses the automatic NextGen® EDI File Transfer application to retrieve nightly enrollment files generated by NextGen® Pay powered by InstaMed. The second job is an APC Directory Import job. This job processes the APC enrollment files in NextGen® Enterprise PM. This process takes the enrollment file and automatically updates the applicable accounts. The file includes enrollment failures due to invalid credit card numbers or expiration dates, invalid email addresses, and self dis-enrollment by the patient. Note: NextGen® recommends setting these jobs to run nightly for files to be updated daily. Parent topic: Set Up NextGen Background Business Processor Packages to Process the Daily Enrol

Add Jobs to Process the Daily Member Enrollment File in NextGen EDI

Recommendations

Create Background Business Processor (BBP) Packages

Add Jobs to Import the Daily Enrollment File

Manual Import of the Daily Enrollment File

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

Add a Job to Process the Daily Member Enrollment File in NextGen EDI

Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File

Create Background Business Processor (BBP) Packages

Add Jobs to Import the Daily Enrollment File

Manual Import of the Daily Enrollment File

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

Add a Job to Process the Daily Member Enrollment File in NextGen EDI

Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File