Credit Card Processing Using the NextGen® Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Set Up Enterprise Preferences for Credit Card Processors

You can select multiple credit card processors on the Enterprise Preferences window but use only one credit card processor for each practice in NextGen® Enterprise PM. You can set up the actual processing is in the Practice Preferences. Open NextGen® Enterprise PM. Select Admin > Preferences > Enterprise. The Enterprise Preferences window opens. Select General from the Preference List. To turn on electronic payment processing for the practices within your enterprise, select the Enable Credit Card Processing check box. Select the credit card processor. Optional: Enter the username and password. Optional: Enter the merchant phone number. Note: The entered merchant phone number appears in a sticky note on the Payment Processing preference on the Practice Preferences window. Select OK. Parent topic: Credit Card Processing Using the NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Set Up Security Rights for Processing Credit Cards

Open System Administrator. Select an enterprise, a practice, and a user group. On the Rights tab on the Security Group tab, expand OPERATIONS. To configure credit card processor rights, select Credit Card Processor and set the Access Rights to Yes. System Administrator To configure the rights to post a credit card transaction, expand Transactions. Select Credit Card Credit and Credit Card Payment, and then set the Access Rights to Yes. Select Save. Parent topic: Credit Card Processing Using the NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

NextGen® Pay powered by InstaMed Configurations

This guide details NextGen® Pay powered by InstaMed processes and procedures including the following: User, Practice, and Enterprise Setups Tasks, AutoFlow Options, and Significant Events for Credit Card Processing Applying Credit Card and ECheck Payments Voiding Credit Card and Check Transactions Automatic Payment Collections - Statements, Reports, and Significant Events Parent topic: Credit Card Processing Using the NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Set Up Practice Preferences for Credit Card Processors

Open NextGen® Enterprise PM. Select Admin > Preferences > Practice. The Practice Preferences window opens. From the Preference List, select Payment Processing. To activate credit card processing for your practice, select Enable Credit Card Processing. To process partial refund amounts that are less than the original credit card payment to the patients, select Allow partial credit on credit card payments. Note: If you do not select the Allow partial credit on credit card payments option, users can only credit the full amount of the original credit card transaction. The full amount of the original transaction appears in CC Amt and Pay on the Payment Entry window and is not editable. Optional: To save the credit card data as a unique token ID, select Save Credit Card Token ID on file. Select Auto Pay Collection Process for automatic collection of payments. Select InstaMed as the Credit Card Processor. In the Payment Method section, select one or more of the payment methods and the unique

Help Guide for NextGen® Enterprise PM 8

Transaction Codes for Processing Credit Cards

You must add transaction codes in File Maintenance > Master Files > System > Transaction Codes before you set up the Payment Processing preferences on the Practice Preferences window. The transaction code may be unique for each payment method or you can also set up a single transaction code for all payment methods. For example: Visa Patient Pay Discover Patient Pay American Express Patient Pay Master Card Patient Pay ECheck Patient Pay If your practice uses the bad debt functionality, you may set up unique bad debt transaction codes for each payment method: Visa Bad Debt Discover Bad Debt American Express Bad Debt Master Card Bad Debt ECheck Bad Debt Parent topic: Credit Card Processing Using the NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Credit Card Processing

NextGen® Pay powered by InstaMed enables efficient and secure patient payments between providers, payers, and patients. Prior to implementing this feature, you must contact NextGen Healthcare support. One of our support teams will assist you in the upgrade process. Access the following web pages to contact your support team. The support team reviews your current setup to identify any changes needed to your account and any hardware changes. Clients using NextGen® Pay that want to upgrade to 6.2021.1 GR or higher should contact their NextGen® Pay powered by InstaMed Account Manager (866) NextGen® Pay powered by InstaMed (467-8263). NextGen Pay powered by InstaMed Configurations You can use this guide to understand the TSYS and NextGen® Pay powered by InstaMed processes and procedures. Set Up Security Rights for Processing Credit Cards You must set up the security rights for processing credit cards for enabling the enterprise and practice preferences. Set Up Enterprise Preferences for Cre

Credit Card Processing Using the NextGen® Pay powered by InstaMed

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Set Up Enterprise Preferences for Credit Card Processors

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Credit Card Processing Using the NextGen® Pay powered by InstaMed

Set Up Enterprise Preferences for Credit Card Processors

Set Up Security Rights for Processing Credit Cards

NextGen® Pay powered by InstaMed Configurations

Set Up Practice Preferences for Credit Card Processors

Transaction Codes for Processing Credit Cards

Credit Card Processing