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Set Up Security Rights for Processing Credit Cards
Open System Administrator.
Select an enterprise, a practice, and a user group.
On the
Rights
tab on the
Security Group
tab, expand
OPERATIONS
.
To configure credit card processor rights, select
Credit Card Processor
and set the
Access Rights
to
Yes
.
To configure the rights to post a credit card transaction, expand
Transactions
.
Select
Credit Card Credit
and
Credit Card Payment
, and then set the
Access Rights
to
Yes
.
Select
Save
.
Set Up Security Rights for Processing Credit Cards
Help Guide for NextGen® Enterprise PM 8
Set Up Enterprise Preferences for Credit Card Processors
You can select multiple credit card processors on the Enterprise Preferences window but use only one credit card processor for each practice in NextGen® Enterprise PM. You can set up the actual processing is in the Practice Preferences. Open NextGen® Enterprise PM. Select Admin > Preferences > Enterprise. The Enterprise Preferences window opens. Select General from the Preference List. To turn on electronic payment processing for the practices within your enterprise, select the Enable Credit Card Processing check box. Select the credit card processor. Optional: Enter the username and password. Optional: Enter the merchant phone number. Note: The entered merchant phone number appears in a sticky note on the Payment Processing preference on the Practice Preferences window. Select OK. Parent topic: Credit Card Processing Using the NextGen Pay powered by InstaMed
Help Guide for NextGen® Enterprise PM 8
Set Up Practice Preferences for Credit Card Processors
Open NextGen® Enterprise PM. Select Admin > Preferences > Practice. The Practice Preferences window opens. From the Preference List, select Payment Processing. To activate credit card processing for your practice, select Enable Credit Card Processing. To process partial refund amounts that are less than the original credit card payment to the patients, select Allow partial credit on credit card payments. Note: If you do not select the Allow partial credit on credit card payments option, users can only credit the full amount of the original credit card transaction. The full amount of the original transaction appears in CC Amt and Pay on the Payment Entry window and is not editable. Optional: To save the credit card data as a unique token ID, select Save Credit Card Token ID on file. Select Auto Pay Collection Process for automatic collection of payments. Select InstaMed as the Credit Card Processor. In the Payment Method section, select one or more of the payment methods and the unique
Help Guide for NextGen® Enterprise PM 8
NextGen® Pay powered by InstaMed Configurations
This guide details NextGen® Pay powered by InstaMed processes and procedures including the following: User, Practice, and Enterprise Setups Tasks, AutoFlow Options, and Significant Events for Credit Card Processing Applying Credit Card and ECheck Payments Voiding Credit Card and Check Transactions Automatic Payment Collections - Statements, Reports, and Significant Events Parent topic: Credit Card Processing Using the NextGen Pay powered by InstaMed
Help Guide for NextGen® Enterprise PM 8
Credit Card Processing Using the NextGen® Pay powered by InstaMed
NextGen® Pay powered by InstaMed enables efficient and secure patient payments between providers, payers, and patients. Prior to implementing the feature, you must contact NextGen Healthcare support and they assist you in the upgrade process. The support team reviews your current setup to identify any changes needed to your account and any hardware changes. You can connect with the following to contact our support team. Clients using NextGen® Pay that want to upgrade to 6.2021.1 GR or higher should contact their NextGen® Pay powered by InstaMed Account Manager (866) NextGen® Pay powered by InstaMed (467-8263). NextGen Pay powered by InstaMed Configurations You can use this guide to understand the TSYS and NextGen® Pay powered by InstaMed processes and procedures. Set Up Security Rights for Processing Credit Cards You must set up the security rights for processing credit cards in System Administrator. Set Up Enterprise Preferences for Credit Card Processors You can set up the enterprise
Help Guide for NextGen® Enterprise PM 8
Set Up Security Rights for Processing Credit Cards
You must set up the security rights for processing credit cards in System Administration to be able to set up the enterprise and practice preferences. In System Administration, select any enterprise, practice, and a user group. On the Rights tab on the Security Group tab, expand OPERATIONS. To configure credit card processor rights, select Credit Card Processor and set the Access Rights to Yes. To configure the rights to post a credit card transaction, expand Transactions. Select Credit Card Credit and Credit Card Payment and set their Access Rights to Yes. Select Save. Parent topic: Credit Card Processing
Help Guide for NextGen® Enterprise PM 8
Credit Card Processing
NextGen® Pay powered by InstaMed enables efficient and secure patient payments between providers, payers, and patients. Prior to implementing this feature, you must contact NextGen Healthcare support. One of our support teams will assist you in the upgrade process. Access the following web pages to contact your support team. The support team reviews your current setup to identify any changes needed to your account and any hardware changes. Clients using NextGen® Pay that want to upgrade to 6.2021.1 GR or higher should contact their NextGen® Pay powered by InstaMed Account Manager (866) NextGen® Pay powered by InstaMed (467-8263). NextGen Pay powered by InstaMed Configurations You can use this guide to understand the TSYS and NextGen® Pay powered by InstaMed processes and procedures. Set Up Security Rights for Processing Credit Cards You must set up the security rights for processing credit cards for enabling the enterprise and practice preferences. Set Up Enterprise Preferences for Cre
