Print Chart Level Archived Electronic Receipts

Help Guide for NextGen® Enterprise PM 8

View Account Level Electronically Signed Forms and Receipts

Open NextGen® Enterprise PM. Search for and open the patient's account. The Account Profile window opens. Select the Notes tab. Under the Folders panel, expand the Forms folder. The E-signed Forms and Receipts folders appear. To display all electronically signed receipts for the patient, select the E-Signed Forms folder. Note: When a transaction is deleted, the receipt is also deleted. To display all electronically stored receipts for the patient, select the Receipts folder. Parent topic: Print and View Options for Credit Card Receipts

Help Guide for NextGen® Enterprise PM 8

Print a Credit Card Receipt

The Print menu includes the CC Processing Receipt option. You can print a receipt for either posted or unposted credit card payments. Open NextGen® Enterprise PM. On the main toolbar, select Posting . The Batch Posting window opens. Double-click the batch header record. The Payment Entry window opens. 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 filled. Ask the Patient to e-sign. Select 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

View Chart Level Archived Electronic Receipts

An archived copy of a credit card receipt or e-check payment is stored at the chart level for source encounter transactions. You can demand print a receipt with or without an electronic signature. Note: When a transaction is deleted, the receipt is also deleted. Access the Clinical History/Chart Notes tab on the Patient Chart window. Double- click the expand icon to open the Forms folder. The Receipts folder displays. To print a receipt: Expand either the Receipts folder or the E-Signed Forms folder. In the Details section, select the transaction, right-click, and then select CC Processing Receipt. 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

Printing and Storing Credit Card Receipts

You can demand print a receipt for an electronic payment with an electronic signature or without an electronic signature and then store a copy of the receipt within NextGen® Enterprise PM. To store a copy of the receipt, you must enable credit card processing in Practice Preferences. In Practice Preferences Payment Processing, you can select the Enable Credit Card Processing check box. After you enable credit card processing, the folders for credit card receipts are displayed in the following areas of NextGen® Enterprise PM: Clinical History/Notes tab of Patient Chart window for source encounters Transactions Notes tab of the Account Profile window for source account, budget, or invoice transactions DevicesTo use the electronic signature feature, your organization must use one of the following devices: Intelink EPadInk Ambir SP200 Ambir 110 Receipts have the following characteristics: A signature line for electronic signature System date at time of printing Last four digits of the cred

Help Guide for NextGen® Enterprise PM 8

View Account Level E-Signed Forms and Receipts

An archived copy of an electronic credit card or e-check receipt is stored at the account level for source account, budget, or invoice transactions. Note: When a transaction is deleted, the receipt is also deleted. Select the Account icon and on the Account Lookup window, search for the patient's account. The Account Profile window opens. Select the Notes tab. Open the Forms folder, by double-clicking the expand icon . The E-signed Forms and receipts folders display. Select the E-Signed Forms folder to display all electronically signed receipts for the patient. Select the Receipts folder to display all electronically stored receipts for the patient. Parent topic: Print and View Options for Credit Card Receipts

Print Chart Level Archived Electronic Receipts

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View Account Level Electronically Signed Forms and Receipts

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View Account Level E-Signed Forms and Receipts

Print Chart Level Archived Electronic Receipts

View Account Level Electronically Signed Forms and Receipts

Print a Credit Card Receipt

View Chart Level Archived Electronic Receipts

Print and View Options for Credit Card Receipts

Printing and Storing Credit Card Receipts

View Account Level E-Signed Forms and Receipts