The profile configuration is generated from the details entered on the InstaMed Configuration window in Practice Preferences Payment Processing. The profile that is selected for the user is the default profile of the user.
- Open NextGen® Enterprise PM.
- Select
The User Preferences window opens.
- Select the Payment Processing tab.
- To link a workstation with a profile, under Credit Card Profiles, select open menu
and then select New.
The User Credit Card Profiles Setup window opens.
- In Profiles, select the applicable profiles and then select Save.
The Profile configuration is added to the Credit Card Profiles list.
- To activate a profile, select the Profile in the Credit Card Profiles list, and then select OK.
Note: Only one profile can be activated at a time and the activated profile is set as the default profile for the user and appears first on the Payment Entry window. In Payment Entry, the user can use their default profile or select a different profile for payment processing.
