Collect ECheck Payments With a Check Scanner

Help Guide for NextGen® Enterprise PM 8

Collect ECheck Payments Without Devices

You must activate a batch before you collect payments for a patient. You can then enter the payment information on the Payment Entry window. In NextGen® Enterprise PM, select Posting.The Batch Posting window opens. Right-click a batch and select Active Batch. Double-click the active batch.The Payment Entry window opens. In the Payer field, select patient. Select CC Pay, and then select ECheck.A window opens, where you can complete the payment on a card reader or a web form. Complete the Payment on Card Reader or Web Form In Profile, select the No Device profile. In Using Outlet, select the No Device outlet, and then select Process. The NextGen® Pay powered by InstaMed web form opens in the default browser. Optional: If there are existing practice preferences and no user preferences are selected, select one of the payment processing method: For practices with a single MID, the NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter the cheque details. F

Help Guide for NextGen® Enterprise PM 8

Swipe or Insert Credit Cards to Collect Payments

Youc can collect payments from patients by swiping the credit card, inserting the card (EMV chip), or keying in the card details. In NextGen® Enterprise PM, select Posting.The Batch Posting window opens. Right-click a batch and select Active Batch. Double-click the active batch.The Payment Entry window opens. In the Payer field, select patient. Select CC Pay, and then select Swipe/Insert. Select the applicable profile and outlet ID. Select Process. Optional: If there are existing practice preferences and no user preferences are selected, select one of the payment processing method: For practices with a single MID, the NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter the cheque details. For practices with multiple existing MID's, the Profile and Using Outlet options appear as blank by default. You can select the desired profile and outlet, and select Process to enter the cheque details. Any existing user preferences are available in the window. I

Help Guide for NextGen® Enterprise PM 8

Record Significant Events for ECheck Collections

Before you begin You must enable the significant event in Significant Event Preferences. After enabling, a significant event is recorded and then you can run the Significant Event report to determine the number of EChecks processed within a given time frame. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > Significant Events. The Significant Event Information window opens. Select the ECheck Sale Processed check box. Select OK. Parent topic: Collect Payments for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Collect ECheck Payments With a Check Scanner

You can process an ECheck payment by using a check scanner. When using a check scanner patient information and check information automatically populates on the NextGen® Pay powered by InstaMed web form. Before you can use a check scanner to apply a payment, the following requirements must be met: The check scanner is setup by NextGen® Pay powered by InstaMed on the Portal Configuration page. An Image Safe Check Scanner is attached to the workstation. The user has system administration rights to enter payments. An active batch is set. Refer to Print a Credit Card Receipt for information on printing a credit card receipt. Collect an ECheck Payment With a Check Scanner You can process an echeck payment with an ImageSafe check scanner. Parent topic: Collect Payments for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Collect Payments for NextGen® Pay powered by InstaMed

The payment processing enables you to accept credit card and Echeck payments when you have an active connection to the internet. You can collect an electronic payment by using the following methods: Swipe a credit card Insert or tap a credit card - EMV devices only Manually key in the credit card data Use the NextGen® Enterprise PM Card on File function ECheck Payment Collect ECheck Payments Without Devices You can use the ECheck method to collect payments for patients. Collect ECheck Payments With a Check Scanner You can collect ECheck payments using a check scanner. Record Significant Events for ECheck Collections You can record a significant event for each ECheck processed for your practice in NextGen® Enterprise PM. Swipe or Insert Credit Cards to Collect Payments You can swipe or insert a credit card to collect a payment. You must activate a batch before processing a patient's payment. Enter Credit Card Data to Collect Payments You can enter credit card data to make a payment. Col

Help Guide for NextGen® Enterprise PM 8

Collect ECheck Payments With Check Scanners

Before you begin Before using a check scanner to apply a payment, you must ensure that the following requirements are met: The check scanner is setup by NextGen® Pay powered by InstaMed on the Portal Configuration page. An Image Safe Check Scanner is attached to the workstation. The user has system administration rights to enter payments. An active batch is set. You must activate a batch before you process a patients payment. Then you can enter the payment information on the Payment Entry window. In NextGen® Enterprise PM, select Posting.The Batch Posting window opens. Right-click a batch and select Active Batch. Double-click the active batch.The Payment Entry window opens. In the Payer field, select patient. Select CC Pay, and then select ECheck.The InstaMed web form opens. Optional: If there are existing practice preferences and no user preferences are selected, select one of the payment processing method: For practices with a single MID, the NextGen® Pay powered by InstaMed web form

Collect ECheck Payments With a Check Scanner

Recommendations

Collect ECheck Payments Without Devices

Swipe or Insert Credit Cards to Collect Payments

Record Significant Events for ECheck Collections

Collect ECheck Payments With a Check Scanner

Collect Payments for NextGen® Pay powered by InstaMed

Collect ECheck Payments With Check Scanners

Collect ECheck Payments Without Devices

Swipe or Insert Credit Cards to Collect Payments

Record Significant Events for ECheck Collections

Collect ECheck Payments With a Check Scanner

Collect Payments for NextGen® Pay powered by InstaMed

Collect ECheck Payments With Check Scanners