Print a Credit Card Receipt

Help Guide for NextGen® Enterprise PM 8

Set Up Printer Options in User Preferences

Open NextGen® Enterprise PM. Select Admin > Preferences > User > General. The User Preferences window opens. In the Printing tab, select Account Receipt, and then right-click and select Open. The Print window opens. Enter the applicable details. To further define how you want to print your receipts, select Properties. Select OK. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Print Chart Level Archived Electronic Receipts

You can use the Clinical History/Chart Notes tab to view an archived copy of a credit card receipt or e-check payment. You can demand print a receipt with or without an electronic signature. Note: When a transaction is deleted, the receipt is also deleted. Open NextGen® Enterprise PM. Open the patient chart, and then select the Clinical History/Chart Notes tab. Under the Folders panel, expand the Forms folder. The Receipts folder appears. To print a receipt, expand the Receipts folder or the E-Signed Forms folder. In the Details section, select the transaction, and then right-click and select CC Processing Receipt. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Set Up Printer Options in Practice Preferences

Open NextGen® Enterprise PM. Select Admin > Preferences > Practice > Printing. The User Preferences window opens. Select Account Receipt, then right-click and select Open. The Print window opens. Enter the applicable details. To further define how you want to print your receipts, select Properties. Select OK. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Print a Credit Card Receipt

A credit card receipt can now be printed from the Payment Entry window. The Print menu includes the new option CC Processing Receipt. You can print a receipt for either posted or unposted credit card payments. On the Payment Entry window, complete the following fields: In the Payer field, select Patient. In the Pay Code field, select the electronic payment's transaction code. In the Pay field, enter the dollar amount of the payment. Note: The CC Pay button becomes active after the Payer, Pay Code, and Pay fields are populated. Complete the payment transaction for your vendor. Ask the Patient to e-sign. Click the Print icon. The receipt prints and an archived copy of the receipt is stored at the account level for source account, budget, or invoice transactions. Review the fields that are printed on the receipt. All information on the receipt is pulled from the patient's account. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Print and View Options for Credit Card Receipts

To set up print and view options for credit card receipts, use the following procedures: Set printer options in User Preferences. Set printer option in Practice Preferences. Set user and timestamp options for receipts in Practice Preferences. Print a credit card receipt from the Payment Entry window. View account level e-signed forms and receipts. View chart level archived electronic receipts. Set Up Printer Options in User Preferences You can set up the printer options for printing the credit card receipts in User Preferences. Set Up Printer Options in Practice Preferences You can set up the printer options for printing the credit card receipts in Practice Preferences. Set Up User and Timestamp Options in Practice Preferences You can set up user and timestamp options in Practice Preferences while printing a receipt for an electronic payment. Print a Credit Card Receipt A credit card receipt can now be printed from the Payment Entry window. View Account Level Electronically Signed Form

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

Print a Credit Card Receipt

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Set Up Printer Options in User Preferences

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Set Up Printer Options in User Preferences

Print Chart Level Archived Electronic Receipts

Set Up Printer Options in Practice Preferences

Print a Credit Card Receipt

Print and View Options for Credit Card Receipts

Swipe or Insert Credit Cards to Collect Payments