Collect Payment Using Credit Cards on File

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

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

Enter Credit Card Data to Collect Payments

Before you begin You must activate a batch before processing a patient's payment. You can manually enter credit card data when applying a payment to a patient's account. 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 Key. A window appears asking you to select the applicable profile and outlet ID. Select a profile and an outlet, and then select Process. Select Process.A window opens asking you to complete the payment. Select OK. The NextGen® Pay powered by InstaMed webform opens in the default browser if you continue with the transaction. Note: If there are existing practice preferences and no user preferences are selected, the payment processing is done as follows: For practices with a single MID, the NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter

Help Guide for NextGen® Enterprise PM 8

Collect a Payment Using Credit Card on File

NextGen® Pay powered by InstaMed enables you to collect electronic payments using a credit card on file. You can use the active credit card for a patient. If the patient has more than one credit card on file, you can use the credit card specified by the patient or payer. Note: You must activate a batch before you process a patient's payment. To open thePayment Entrywindow, do the following: InNextGen® Enterprise PM, clickPosting. TheBatch Postingwindow opens. Right-click a batch and selectActive Batch. Double-click the active batch. ThePayment Entrywindow opens. Select the relevant patient or enter the encounter number. Do the following: In thePayerfield, selectPatient. In thePay Amtfield, enter the amount. In thePay Codefield, select the required transaction code. Note: The default transaction code does not appear if you select theOverride Credit Card Payment Default Transaction Codecheck box in thePayment Processingpreference on thePractice Preferencewindow. In thePaycolumn, enter th

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

Swipe or Insert a Credit Card to collect a Payment

NextGen® Pay powered by InstaMed enables you to collect payments from patients by swiping the credit card, inserting the card (EMV chip), or keying in the card details. Note: You must activate a batch before processing a patient's payment. To open thePayment Entrywindow, do the following: InNextGen® Enterprise PM, clickPosting. TheBatch Postingwindow opens. Right-click a batch and selectActive Batch. Double-click the active batch. ThePayment Entrywindow opens. Select the relevant patient or enter the encounter number. Do the following: In thePayerfield, selectPatient. In thePay Amtfield, enter the amount. In thePay Codefield, select the required transaction code. Note: The default transaction code does not appear if you select theOverride Credit Card Payment Default Transaction Codecheck box in thePayment Processingpreference on thePractice Preferencewindow. In thePaycolumn, enter the dollar amount of the payment. Note: TheCC Paybutton appears when you enter all the information require

Collect Payment Using Credit Cards on File

Recommendations

Swipe or Insert Credit Cards to Collect Payments

Collect ECheck Payments Without Devices

Enter Credit Card Data to Collect Payments

Collect a Payment Using Credit Card on File

Collect Payments for NextGen® Pay powered by InstaMed

Swipe or Insert a Credit Card to collect a Payment

Collect Payment Using Credit Cards on File

Swipe or Insert Credit Cards to Collect Payments

Collect ECheck Payments Without Devices

Enter Credit Card Data to Collect Payments

Collect a Payment Using Credit Card on File

Collect Payments for NextGen® Pay powered by InstaMed

Swipe or Insert a Credit Card to collect a Payment