Delete Profiles from the User Settings
Open
NextGen® Enterprise PM
.
Select
Admin
>
Preference
>
Practice
.
The
Practice Preferences
window opens.
Select
Payment Processing
from the
Preference List
.
In
Credit Card Processor
, select
InstaMed
.
Select the
Outlet IDs
.
In
Practice Preferences
, select
Payment Processing
.
The
Payment Processing
options appear.
Select
Outlet IDs
.
The
InstaMed Configuration
window opens.
In
Profile
, select the profile configuration that you want to delete, and then select
Delete
.
Close the
InstaMed Configuration
window.
Select
Admin
>
Preferences
>
User
>
General
Open the
Payment Processing
tab.
From the
Credit Card Devices
section, select the profile to delete.
Select open menu
, select
Delete
, and then select
OK
.
The profile is deleted.
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Delete Profiles from the User Settings
Help Guide for NextGen® Enterprise PM 8
Set Up User Preferences for Credit Card Processing
The profile configuration is generated from the details entered on the InstaMed Configuration window in Practice Preferences Payment Processing. The profile that is selected for the user is the default profile of the user. Open NextGen® Enterprise PM. Select Admin > Preferences > User > General The User Preferences window opens. Select the Payment Processing tab. To link a workstation with a profile, under Credit Card Profiles, select open menu and then select New. The User Credit Card Profiles Setup window opens. In Profiles, select the applicable profiles and then select Save. The Profile configuration is added to the Credit Card Profiles list. To activate a profile, select the Profile in the Credit Card Profiles list, and then select OK. Note: Only one profile can be activated at a time and the activated profile is set as the default profile for the user and appears first on the Payment Entry window. In Payment Entry, the user can use their default profile or select a different prof
Help Guide for NextGen® Enterprise PM 8
Set Up Multiple Profiles and Outlet IDs for Payment Processing
Open NextGen® Enterprise PM. Select Admin > Preference > Practice. The Practice Preferences window opens. Select Payment Processing from the Preference List. In the Credit Card Processor field, select InstaMed. Select Outlet IDs. The InstaMed Configuration window opens. Enter a new profile name, and then select Add. A message appears confirming the addition of the new configuration, and indicating that the new profile is added to the Profile list. Select OK. On the InstaMed Configuration window, enter the following details. All the fields are required to fill in. Enter the description for the device, for example Front Desk - Ingenico. The description is the name of the outlet and displays in the Using Outlet field when processing a payment in Payment Entry. Enter Swipe MID, Non-Swipe MID, Terminal ID, and Store ID. You can enter the details supplied by NextGen® Pay powered by InstaMed. Enter Device Profile. You can enter the name of the device. Note: The device profile is always requir
Help Guide for NextGen® Enterprise PM 8
Setting Up Payment Processing for NextGen® Pay powered by InstaMed
To configure profiles for credit card processing, you must do the following: Add transaction codes for processing credit cards. Set up enterprise preferences for credit card processors. Set up practice preferences for credit card processors. Configure a practice for payment processing. Set up outlet IDs for payment processing using InstaMed. Set up the user preferences for credit card processing using InstaMed. Configure Practices for Payment Processing for a Single Outlet ID You can configure payment processing for NextGen® Pay powered by InstaMed on the Practice Preferences window for a single outlet ID. Set Up Multiple Profiles and Outlet IDs for Payment Processing You can set up multiple outlet IDs for credit card processing. Up to fifty outlet IDs can be added to a profile. Set Up User Preferences for Credit Card Processing You must setup and add a profile to each user who is processing credit card payments. Delete Profiles from the User Settings You can delete a profile on the Us
Help Guide for NextGen® Enterprise PM 8
Delete a Profile from User Settings
To delete a profile, you must access the Practice Preferences Payment Processing window and the User Preferences window Payment Processing tab. Select on the Outlet IDs button. In Practice Preferences, select Payment Processing. The Payment Processing options display. Select the Outlet IDs button. The InstaMed Configuration window opens. In the Profile field, select the profile configuration that you want to delete. For example Main Office - 55555 Select Delete. Select Admin > Preferences > User > General > Payment Processing tab. The Payment Processing tab on the User Preferences window opens. In the Credit Card Profiles list, select the profile that you want to delete. Select the open menu button , select Delete, and then select OK. Parent topic: Setting Up Payment Processing for NextGen Pay powered by InstaMed
Help Guide for NextGen® Enterprise PM 8
Setting Up Payment Processing for NextGen® Pay powered by InstaMed
The configurations for NextGen® Pay powered by InstaMed processing involves data setup in Enterprise Preferences, Practice Preferences, and User Preferences. To configure profiles for credit card processing, perform the listed procedures in the following order. Transaction Codes for Processing Credit Cards Set Up Enterprise Preferences for Credit Card Processors Set Up Practice Preferences for Credit Card Processors Configure a Practice for Payment Processing Set Up Outlet IDs for Payment Processing - InstaMed Delete a Profile - InstaMed Set Up User Preferences for Credit Card Processing - InstaMed Configure a Practice for Payment Processing You can configure payment processing for NextGen® Pay powered by InstaMed on the Practice Preferences window. Set Up Multiple Profiles and Outlet IDs for Payment Processing Set Up User Preferences for Credit Card Processing Delete a Profile from User Settings Parent topic: NextGen Pay powered by InstaMed Payment Processor
Help Guide for NextGen® Enterprise PM 8
Set Up User Preferences for Credit Card Processing
You may setup and add a profile to each user who will be processing credit card payments. The profile configuration is generated from the information entered on the InstaMed Configuration window in Practice Preferences Payment Processing. The profile that is selected for the user will be the user's default profile. Select Admin > Preferences > User > General > Payment Processing tab. The Payment Processing tab on the User Preferences window opens. To link a workstation with a profile, under Credit Card Profiles, select the open menu button and then select New. The User Credit Card Profiles Setup window opens. In the Profiles field, select the applicable profiles and then select Save. The Profile configuration is added to the Credit Card Profiles list. Note: Only one profile can be active at a time for a user. The profile selected in the Credit Card Profiles list is set as the default profile for the user and appears first on the Payment Entry window. Any other profiles that the user ma
, select Delete, and then select OK.
The profile is deleted.