Processing of Automatic Payment Collections Accounts for Payment

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 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

Help Guide for NextGen® Enterprise PM 8

Processing of Automatic Payment Collections Accounts for Payment

Processing of Automatic Payment Collections (APC) accounts for payment is based on a practice’s regular statement cycle and involves the following key steps: APC statement file is generated manually or automatically using the NextGen® Background Business Processor. These statements cannot be created on demand. Use the Statements Options window in NextGen® Enterprise PM and the Job Properties window in NextGen® Background Business Processor to generate the APC statement. 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 NextGen® Pay powered by InstaMed 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.

Help Guide for NextGen® Enterprise PM 8

Automatic Payment Collections

The Automatic Payment Collections (APC) feature is an integrated billing collection process you can set up 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. For more information, see Enroll a Patient in Automatic Payment Processing. Each night, NextGen® Pay powe

Help Guide for NextGen® Enterprise PM 8

Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File

To automate downloading and importing the APC daily file from the NextGen® Pay powered by InstaMed portal, two jobs may be set up on the NextGen® Background Business Processor. NextGen® EDI will assist you in setting up these jobs for the APC process. The first job is a user specified application job. It uses the automatic NextGen® EDI File Transfer application to retrieve nightly enrollment files generated by NextGen® Pay powered by InstaMed. The second job is an APC Directory Import job. This job processes the APC enrollment files in NextGen® Enterprise PM. This process takes the enrollment file and automatically updates the applicable accounts. The file includes enrollment failures due to invalid credit card numbers or expiration dates, invalid email addresses, and self dis-enrollment by the patient. Note: NextGen® recommends setting these jobs to run nightly for files to be updated daily. Parent topic: Set Up NextGen Background Business Processor Packages to Process the Daily Enrol

Help Guide for NextGen® Enterprise PM 8

Add Jobs to Process the Daily Member Enrollment File in NextGen EDI

You can set up the APC directory import job to automatically import the APC enrollment files into NextGen® EDI. Note: NextGen Healthcare recommends that you add the APC directory import job to the same package that contains all the other APC jobs. Open NextGen® Background Business Processor. Select Packages > New. The Package Properties window opens. Select the Jobs tab. Select open menu and select New. The Job Properties window opens. Enter the job name. For example, APC File Import. In the Job Type field, select APC Directory Import. In Run as Practice, select a different practice if you want to change the default practice. In Upon Completion, select one of the notification options. Required: In Notification e-mail, enter the preferred email address for notifications. In the Settings section, enter the settings parameters. Note: NextGen Healthcare recommends that you set up the Source Directory, Move Successful Files Row and Move Failed File rows directory on your system. NextGen® ED

Processing of Automatic Payment Collections Accounts for Payment

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Statements of Automatic Payment Collections

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Statements of Automatic Payment Collections

Automatic Payment Collections

Processing of Automatic Payment Collections Accounts for Payment

Automatic Payment Collections

Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File

Add Jobs to Process the Daily Member Enrollment File in NextGen EDI