Credit Card Reconciliation with NextGen® Pay powered by InstaMed

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 Payment Using Credit Cards on File

You can 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. 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 Card on File.The Payment Processing window opens. The default card displays in Credit Card on File. 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 the credit card number. For practices with multiple existing MID's, the Profile and Using Ou

Help Guide for NextGen® Enterprise PM 8

Automatic Payment Collections

You can set up the Automatic Payment Collections (APC) feature, which is an integrated billing collection process, with NextGen® Pay powered by InstaMed. APC enables your practice to bill a patient's credit card or checking account based on the statement cycle set up in Practice Preferences. Your practice can process automatic payment collections on outstanding patient balances after insurance has paid their amount up to agreed upon maximum per statement. The NextGen® Enterprise PM APC features offers you benefits which include: Guaranteed and improved patient revenue with automatic payments Cuts cost as there are no print and email statements. Increased efficiency due to a better workflow You must be a NextGen® EDI print services client to use this feature. You can access the InstaMed APC Portal from the patient's account profile to enroll the patient at any time before or during a visit. Each night, NextGen® Pay powered by InstaMed creates and sends the Daily Member Enrollment file t

Help Guide for NextGen® Enterprise PM 8

NextGen® Pay powered by InstaMed - Credit Card Reconciliation

This section explains how to reconcile credit transactions between your enterprise or practice and NextGen® Pay powered by InstaMed. You can use the vendor website reports to reconcile the vendor transactions against reports run from the application. You can contact NextGen® Pay powered by InstaMed for information on how to run and download report data. NextGen Healthcare does not provide training on the reporting features on the vendor website. Reconcile Transaction Reports - NextGen Pay powered by InstaMed Parent topic: Collect Payments for NextGen Pay powered by InstaMed

Help Guide for NextGen® Enterprise PM 8

Reconcile Transaction Reports

You can export the NextGen® Pay powered by InstaMed report to an Microsoft® Excel spreadsheet and then reconcile the InstaMed report with the Daily Payment report. You can balance individual batches by running the report using NextGen User ID. You can use the vendor website reports to reconcile the vendor transactions against reports run from the application. You can contact NextGen® Pay powered by InstaMed for information on how to run and download report data. NextGen Healthcare does not provide training on the reporting features on the vendor website. Open the NextGen® Pay powered by InstaMed website. Select Reports, and then run the applicable report. The details of the report appear. The User column is the NextGen User ID. InstaMed Report To reconcile the NextGen® Pay powered by InstaMed report with the Daily Payment report, export the NextGen® Pay powered by InstaMed report to Microsoft® Excel. NextGen Pay powered by InstaMed report Exported to Excel Run the Daily Payment report,

Help Guide for NextGen® Enterprise PM 8

Reconcile Transaction Reports - NextGen® Pay powered by InstaMed

The NextGen user ID of the person processing the transaction in the application is sent to NextGen® Pay powered by InstaMed for inclusion on their transaction portal. You can export the NextGen® Pay powered by InstaMed report to an Excel spreadsheet and then reconcile the InstaMed report with the Daily Payment report. Running the report using NextGen User ID is helpful in balancing individual batches. Access the NextGen® Pay powered by InstaMed website. Access Reports and then run the applicable report. A report similar to the one below appears on the page. The User column includes the NextGen User ID. To reconcile the NextGen® Pay powered by InstaMed report with the Daily Payment report, export the NextGen® Pay powered by InstaMed report to Excel. Run the Daily Payment report. Then sort the data by one of the following sort sequences for ease of reconciliation: Creator, Location, and Transaction Codes Run with totals only to reconcile balance by Creator and Locations Creator, Location

Credit Card Reconciliation with NextGen® Pay powered by InstaMed

Recommendations

Swipe or Insert Credit Cards to Collect Payments

Collect Payment Using Credit Cards on File

Automatic Payment Collections

NextGen® Pay powered by InstaMed - Credit Card Reconciliation

Reconcile Transaction Reports

Reconcile Transaction Reports - NextGen® Pay powered by InstaMed

Credit Card Reconciliation with NextGen® Pay powered by InstaMed

Swipe or Insert Credit Cards to Collect Payments

Collect Payment Using Credit Cards on File

Automatic Payment Collections

NextGen® Pay powered by InstaMed - Credit Card Reconciliation

Reconcile Transaction Reports

Reconcile Transaction Reports - NextGen® Pay powered by InstaMed