Credit Card Reconciliation with NextGen® Pay powered by InstaMed

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

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

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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

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

Credit Card Reconciliation with NextGen® Pay powered by InstaMed

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