Credit Card on File - TSYS Express Processing

Help Guide for NextGen® Enterprise PM 8

Consent Forms for TSYS and InstaMed

The purpose of a consent form is for the card holder to give the practice permission to store their credit card information as a unique token ID in the system. Any sensitive information such as the credit card number or the CVV number is not stored in the system. Forms Enhanced Template - You must use the Forms Enhanced template when creating the form. Electronic Signature - To save the form electronically on a patient's account, the practice must use an e-signature pad. Printing the form - After the card holder agrees to store their card data, by token ID, in the application you can print the form and give it to the card holder for their records. 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

Help Guide for NextGen® Enterprise PM 8

Print a Consent Form

Access the Credit Card on File tab on the Account Profile window. Select the Print Consent Form button. Select the form that you want to print. Select Print. Parent topic: Credit Card on File - TSYS Express Processing

Help Guide for NextGen® Enterprise PM 8

VeriFone Credit Card Processing Preferences Configuration - TSYS Express

Configuration for credit card processing using the VeriFone device involves data set up in Enterprise, Practice, and User preferences. To configure the VeriFone device, perform these procedures in the following order. Set Up Enterprise Preferences for the processor - TSYS Express Practice Preferences Payment Processing for the VeriFone Device - TSYS Express Configure Payment Processing for TSYS Express with VeriFone Device Set Up User Preferences for the VeriFone Device - TSYS Express Practice Preferences Payment Processing for the VeriFone Device - TSYS Express Configure Payment Processing for TSYS Express with VeriFone Device You can configure various payment processing methods for TSYS Express when attached with the VeriFone device. Add a New Device And Map Multiple Gateway IDs to the VeriFone IP Address Set Up User Preferences for the VeriFone Device - TSYS Express Parent topic: TSYS Express Payment Processing

Help Guide for NextGen® Enterprise PM 8

Enter Credit Card and eCheck Payments in Transaction Entry

All electronic credit card and Echeck payments for clients using TSYS Express must go through the VeriFone device or the TSYS Express webform. The VeriFone device enables you to accept electronic payments when you have an active connection to the internet. You can make electronic credit card and eCheck payments in the following ways: Swipe or insert a credit card on the VeriFone device Key data into the VeriFone device Utilize the Card on File function Apply ECheck Payment for TSYS Express You can use the ECheck payment method to process a patient's payments. Apply a Credit Card Payment with No Device for TSYS Express You can use the credit card payment method to a process patient's payments when no device is attached. Process a Credit Card on File Payment for TSYS Express using a VeriFone Device You can use the payment entry window to process a credit card on file payment for TSYS Express using a VeriFone Device. Manually Key Card Data to Process a Payment for TSYS Express using a Ver

Help Guide for NextGen® Enterprise PM 8

Credit Card on File - TSYS Express Processing

TSYS Express processing enables you to store a credit card on file for patient payments by utilizing a unique token ID. This feature expedites the payment process for patients who use a credit card, or FSA/HSA card for payment. All card data is stored on the Account Profile window > Credit Card on File tab. More than one credit card can be stored on the patient's account in NextGen® Enterprise PM Only one credit card can be active A blue push-pin displays on the Credit Card on File tab of the Account Profile window when an active credit card is on file for a patient. The features for the Credit Card on File tab are the following, you can: Add a New Card on File - TSYS Express VeriFone Review or Modify Card Data Hide or Unhide Card Data on File Consent Forms for TSYS and InstaMed Print a Consent Form Add a New Card on File - TSYS Express VeriFone Review or Modify Card Data Hide or Unhide Card Data on File Consent Forms for TSYS and InstaMed Print a Consent Form Parent topic: TSYS Expres

Credit Card on File - TSYS Express Processing

Recommendations

Consent Forms for TSYS and InstaMed

Hide or Unhide Card Data on File

Print a Consent Form

VeriFone Credit Card Processing Preferences Configuration - TSYS Express

Enter Credit Card and eCheck Payments in Transaction Entry

Credit Card on File - TSYS Express Processing

Credit Card on File - TSYS Express Processing

Consent Forms for TSYS and InstaMed

Hide or Unhide Card Data on File

Print a Consent Form

VeriFone Credit Card Processing Preferences Configuration - TSYS Express

Enter Credit Card and eCheck Payments in Transaction Entry

Credit Card on File - TSYS Express Processing