Credit Card on File Expiration Formula

Help Guide for NextGen® Enterprise PM 8

Create a Credit Card Expiration Task

The purpose of the task is to notify you when an active credit card is close to its expiration date. All credit cards expire on the last day of the month for the expiration date. For example, a credit card with an expiration date of 06/2016 expires on June 30, 2016. Open File Maintenance. Select Master Files > Task Types. On the Task Types List window, select the open menu button and select New. Select the Auto Creation tab and do the following: Enter Task Type as defined by your organization. In Source, select Account. In Default Assigned To for all selected actions, select the applicable users. In the Activate column, select Active credit card on file will expire in X days. Right-click and select Open. The Task Type Options window opens. In the Parameter 1 field, enter the number of days prior to the expiration date to activate the application message and then select OK. Complete the other fields as required by your organization. To complete the task, do one of the following: Select

Help Guide for NextGen® Enterprise PM 8

Credit Card on File Expiration Formula

You can calculate the credit card expiration using the number of days in a month minus the value in the parameter setting. The following example provides the formula for a credit card that expires in December with a parameter setting of 10 days. The application uses the following formula for the alert. Formula = ((Number of Days in the Month) - (Parameter Setting)) = Date of Alert Credit Card Expiration Date = 12/2016 Parameter Setting = 10 Alert Activates on December 21, 2016 Credit Card Expires on the last day of the month or December 31, 2016 Parent topic: Create a Credit Card Expiration Task

Help Guide for NextGen® Enterprise PM 8

Create a Credit Card Expiration Task

The purpose of this task is to notify you when an active credit card is close to its expiration date. All credit cards expire on the last day of the month for the expiration date. For example, a credit card with an expiration date of 06/2016 expires on June 30, 2016. In File Maintenance > Master Files > Task Types, on the Task Types List window, select the open menu button and select New. Select the Auto Creation tab and complete the following fields: Task Type- enter the task type as defined by your organization. Source- select Account Default Assigned To for all selected actions - select the applicable users. In the Activate column, select Active credit card on file will expire in X days. Right-click and select Open. The Task Type Options window opens. In the Parameter 1 field, enter the number of days prior to the expiration date to activate the alert and then select OK. Complete the other fields as required by your organization. To complete the task, do one of the following: Go to

Help Guide for NextGen® Enterprise PM 8

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

You can use the following options for processing credit card payments in NextGen® Pay powered by InstaMed. Create an AutoFlow Option for Credit Card on File You can add an option in the AutoFlow process for adding credit card on file information. You can add this option when a new chart is created or every check-in or check-out for the patient. Creating Tasks in File Maintenance You can activate different tasks when credit card payments are being processed. Create a Credit Card Expiration Task You can notify the users when an active credit card is close to its expiration date. Create an AutoFlow Option for Credit Card on File You can add an option in the AutoFlow process for adding the credit card on file information. Creating Tasks in File Maintenance You can use the Task Types window in File Maintenance to process credit card payments. Create a Credit Card Expiration Task You can set up a notification for an active card when its close to its expiration on the Task Type List window. A

Help Guide for NextGen® Enterprise PM 8

Hide or Unhide Card Data on File

On the Credit Card on File tab, you can hide card data for inactive cards. After you hide the data, you can display the hidden data to review the previous cards on file. Access the Account Profile window and select the Credit Card on File tab. To hide an expired or inactive card: In the Card on File section, select the applicable cards. Select the open menu button and select Hide. Note: If you select an active card, the application will not let you hide the active card. You must make the active card inactive and then you can hide the card. To display the hidden cards, select the open menu button and select Show Hidden. Parent topic: Credit Card on File - TSYS Express Processing

Help Guide for NextGen® Enterprise PM 8

Hide or Unhide Card Data on File

On the Credit Card on File tab, you can hide card data for inactive cards. After you hide the data, you can display the hidden data to review the previous cards on file. Access the Account Profile window and select the Credit Card on File tab. To hide an expired or inactive card: In the Card on File section, select the applicable cards. Select the open menu button and select Hide. Note: If you select an active card, the application will not let you hide the active card. You must make the active card inactive and then you can hide the card. To display the hidden cards, select the open menu button and select Show Hidden. Parent topic: Credit Card on File - TSYS Express Processing

Credit Card on File Expiration Formula

Recommendations

Create a Credit Card Expiration Task

Credit Card on File Expiration Formula

Create a Credit Card Expiration Task

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Hide or Unhide Card Data on File

Hide or Unhide Card Data on File

Credit Card on File Expiration Formula

Create a Credit Card Expiration Task

Credit Card on File Expiration Formula

Create a Credit Card Expiration Task

Creating Tasks and AutoFlow Options for Processing Credit Card Payments

Hide or Unhide Card Data on File

Hide or Unhide Card Data on File