NextGen Knowledge Center

Processing Direct Payments

Patients can make direct payments to the NextGen® Pay powered by InstaMed payment portal for services received. NextGen® Pay powered by InstaMed sends the charges along with any Automatic Payment Collection (APC) charges to the practice in an end-of-day or EOD file. The end-of-day file has a similar format and import process as a patient pay or lockbox file. An end-of-day file is imported using the electronic remittance advice or ERA process that creates automatic batch and transactions entries.

End-of-day files imported into NextGen are matched using the NextGen Practice ID and Encounter Nbr or Account Number. For account-level payments, the distribution of payment applies to any encounters with a patient balance using the First In, First Out (FIFO) method. If an encounter-level or account-level payment is greater than the patient balance, the overage is applied as an account-level unapplied payment.

  • Set Up the End of Day File Import You can use the Practice Preferences to set up the import process for the end of day file.
  • Import the End of Day Files You can use the Electronic Remittance Advice import process to import the end-of-day file. InstaMed sends the end-of-day (EOD) file to NextGen® EDI. This file is uploaded on its portal by NextGen® EDI for it to be downloaded by the practice.
Processing Direct Payments