NextGen Knowledge Center

Prerequisites for Processing Transactions

When one practice in an enterprise has set up multi-merchant IDs or Device Profiles, the profiles or multi-merchant IDs do not cross practices.

As a prerequisite, before you begin processing with NextGen® Pay powered by InstaMed, review the following requirements for single sign-on (SSO), EMV, and NFC transactions:

  • EMV and NFC Transactions

    To process EMV or NFC transactions, you must contact NextGen® Pay powered by InstaMed to purchase an approved credit card device.

  • DynaMag Swipers

    The Payment Card Industry Data Security Standard (PCI DSS) is mandated by the card brands and administered by the Payment Card Industry Security Standards Council. If you use a DynaMag swiper, it must meet the PCI standard. Contact NextGen® Pay to replace any old swipers with a new encrypted device.

By processing electronic transactions through NextGen® Pay, you can do the following:
  • Store credit card token IDs on file for one-time payment collection.
  • Encrypt point-to-point keyed transactions and cards with a magnetic stripe or one that uses chip technology.
  • Apply payments using a credit card or ECheck.
  • Add credit card on file to the patient's account.
  • Create a task for credit card expiration dates.
  • Use a check scanner to scan patient's checks to NextGen® Pay powered by InstaMed.
Prerequisites for Processing Transactions