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:
- Select Scan, and then place the check in the check scanner.
Note: The check details, such as Check Type, Routing Number, Account Number, and Check Number are automatically filled when you select Scan.
- Select the check type as Patient Present or Patient Not Present, and then select state and zip code associated with the address on the check on the web form.
Note: The details under Patient Information, Payment Method, and Amount are automatically filled. You can scan a check if the patient is present or if the check is received by the USPS or other carrier service.
- Optional: To save the payment, select the Save Payment Method checkbox.
- Select Submit.
An authorization message appears.
Note: If the payment is authorized the following occurs:
- The Payment Posting window opens the transaction. The label of the Pay Amount field label changes to ACH Amt for an ECheck payment.
- The transaction appears on the Transactions sub-tab of the Encounters tab on Patient Chart.
- Select OK.
The Print Receipt window opens.
- Optional: To review the receipt prior to printing, select Preview.
- To print the receipt for the patient, select Print.
