Set Up Multiple Profiles and Outlet IDs for Payment Processing
- Open NextGen® Enterprise PM.
- Select Admin > Preference > Practice.
The Practice Preferences window opens.
- Select Payment Processing from the Preference List.
- In the Credit Card Processor field, select InstaMed.
- Select Outlet IDs.
The InstaMed Configuration window opens.
- Enter a new profile name, and then select Add.
A message appears confirming the addition of the new configuration, and indicating that the new profile is added to the Profile list.
- Select OK.
- On the InstaMed Configuration window, enter the following details. All the fields are required to fill in.
- Enter the description for the device, for example Front Desk - Ingenico. The description is the name of the outlet and displays in the Using Outlet field when processing a payment in Payment Entry.
- Enter Swipe MID, Non-Swipe MID, Terminal ID, and Store ID.
You can enter the details supplied by NextGen® Pay powered by InstaMed.
- Enter Device Profile.
You can enter the name of the device.Note: The device profile is always required even for enterprise or practice with a single profile.
- To map additional outlet IDs to the profile, enter a new profile name, and then select Add
Note: You can map up to 50 outlet IDs to one profile for payment processing.
- Select Save.
Note: When removing an outlet ID, you must delete the profile from the Location and User payment processing configurations.
- On the Practice Preferences window, select Payment Method and Bad Debt Payment Method by enabling the credit card type and entering the transactions code.
- Select OK.