NextGen Knowledge Center

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.
  1. In NextGen® Enterprise PM, select Posting.
    The Batch Posting window opens.
  2. Right-click a batch and select Active Batch.
  3. Double-click the active batch.
    The Payment Entry window opens.
  4. In the Payer field, select patient.
  5. 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

  6. In Profile, select the No Device profile.
  7. 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.
  8. 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.

  9. Select the check type, check state, and enter the following details:
    • Routing number
    • Account number
    • Check number
    • First name
    • Last name
    • Zip code
  10. Select Submit.
    An authorization message appears.
  11. Select OK.
    The Print Receipt window opens.
  12. Optional: To review the receipt prior to printing, select Preview.
  13. To print the receipt for the patient, select Print.
Collect ECheck Payments Without Devices