Enroll and Process APC Data

Help Guide for NextGen® Enterprise PM 8

Processing of Automatic Payment Collections Accounts for Payment

The processing of Automatic Payment Collections (APC) accounts for payment involves the following key steps: The APC statement file is generated manually or automatically using the NextGen® Background Business Processor. These statements cannot be created on demand. The APC statement is generated using the Statements Options window in NextGen® Enterprise PM and the Job Properties window in NextGen® Background Business Processor. After you upload the APC statement file to NextGen® EDI, the file follows the same process as regular statements and is sent to the print statement vendor who prepares an image for NextGen® Pay powered by InstaMed. Option to upload APC statement file to NextGen EDI The image file is sent to NextGen® Pay powered by InstaMed, and it sends notifications to all accounts that are identified in the APC statement file. This notification is based on the account preference of email or text message. Based on the number of days after the notification is sent, NextGen® Pay

Help Guide for NextGen® Enterprise PM 8

Statements of Automatic Payment Collections

The APC statement file for credit card processing only includes APC accounts that are flagged for APC, have a patient balance due on them, and fall in the current statement cycle as defined in the statement Practice Preferences. APC Statement You can view the APC statements in NextGen® EDI, NextGen® Pay powered by InstaMed, and NextGen® Enterprise Patient Portal. The APC statements have the following features. They are informational only. They are not included in the regular statement file. They create a separate export statement file, with PS appended to the file name. This file is saved in the location defined in the INI file > Export options. Do not include a remittance header. They archive as a regular statement in the application. When previewing regular statements, if there are APC statements created, a message appears asking if you want to preview the APC Statements. The statements can be previewed and printed from the Preview window. Parent topic: Automatic Payment Collections

Help Guide for NextGen® Enterprise PM 8

Automatic Payment Collection Reports

The following list of reports can be configured to include the APC information. The Column Description provides information on enabling the APC information for that Report. Report Column Description Significant Event The following status or messages for the Significant Event Report, if the significant events are enabled. Failed Status if the APC is disabled in the NextGen® Pay powered by InstaMed portal and not returned in Daily Enrollment file. New Enrollment if the APC is enabled in the NextGen® Pay powered by InstaMed portal. Account sent to Processor for APC if the account sent to processor for APC, Balance due XXX, Date. Statements APC Enabled - Y, N Added to Filter 2 and Sorting Tab General Statements APC Enabled Added to Filter 2 and Sorting Tab Account Summary Report APC Indicator Maximum Dollar Amount Per Cycle Activity Detail Daily by Line Item Payments Daily by Transaction Payments Daily by Encounter Payments Monthly Service Item Summary Extended Amounts Service Item Summary

Help Guide for NextGen® Enterprise PM 8

Enroll and Process APC Data

To enroll and process Automatic Payment Collections(APC) data, refer to the following procedures: Enroll a Patient in Automatic Payment Processing Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File Automatic Payment Collections Enroll a Patient in Automatic Payment Processing Set Up NextGen Background Business Processor Packages to Process the Daily Enrollment File Parent topic: Automatic Payment Collections

Help Guide for NextGen® Enterprise PM 8

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

To download and import the APC daily member enrollment file from the NextGen® Pay powered by InstaMed portal, you can create a NextGen® Background Business Processor package with two jobs. If you decide not to create the BBP packages, you can manually import the enrollment file. Create Background Business Processor (BBP) Packages You can create a NextGen® Background Business Processor package with two jobs to download and import the APC daily member enrollment file from the NextGen® Pay powered by InstaMed portal. If you decide not to create the BBP packages, you can manually import the enrollment file. Add Jobs to Import the Daily Enrollment File You can add a job to import the Daily Enrollment file created by NextGen® Pay powered by InstaMed that contains all the patients enrolled for a specific day. Add Jobs to Process the Daily Member Enrollment File in NextGen EDI You can add a job to process the Daily Member Enrollment file in NextGen EDI. Manual Import of the Daily Enrollment Fi

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

Enroll and Process APC Data

Recommendations

Processing of Automatic Payment Collections Accounts for Payment

Statements of Automatic Payment Collections

Automatic Payment Collection Reports

Enroll and Process APC Data

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

Automatic Payment Collections

Processing of Automatic Payment Collections Accounts for Payment

Statements of Automatic Payment Collections

Automatic Payment Collection Reports

Enroll and Process APC Data

Set Up NextGen® Background Business Processor Packages to Process the Daily Enrollment File

Automatic Payment Collections