Statements of Automatic Payment Collections

Help Guide for NextGen® Enterprise PM 8

Processing of Automatic Payment Collections Accounts for Payment

The processing of Automatic Payment Collections (APC) accounts for payment involves the following key steps: The APC statement file is generated manually or automatically using the NextGen® Background Business Processor. These statements cannot be created on demand. The APC statement is generated using the Statements Options window in NextGen® Enterprise PM and the Job Properties window in NextGen® Background Business Processor. 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 it 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. Based on the number of days after the notification is sent, NextGen® Pay

Help Guide for NextGen® Enterprise PM 8

Automatic Payment Collection Reports

The following list of reports can be configured to include the APC information. The Column Description provides information on enabling the APC information for that Report. Report Column Description Significant Event The following status or messages for the Significant Event Report, if the significant events are enabled. Failed Status if the APC is disabled in the NextGen® Pay powered by InstaMed portal and not returned in Daily Enrollment file. New Enrollment if the APC is enabled in the NextGen® Pay powered by InstaMed portal. Account sent to Processor for APC if the account sent to processor for APC, Balance due XXX, Date. Statements APC Enabled - Y, N Added to Filter 2 and Sorting Tab General Statements APC Enabled Added to Filter 2 and Sorting Tab Account Summary Report APC Indicator Maximum Dollar Amount Per Cycle Activity Detail Daily by Line Item Payments Daily by Transaction Payments Daily by Encounter Payments Monthly Service Item Summary Extended Amounts Service Item Summary

Help Guide for NextGen® Enterprise PM 8

Automatic Payment Collections - Statements

The APC statement files are generated either manually or by using the NextGen® Background Business Processor.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. The APC statements can be viewed in the NextGen® EDI, NextGen® Pay powered by InstaMed portal, and the NextGen® Enterprise Patient Portal. It has the following features. They are informational only. Are not included in the regular statement file. APC statements 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. Does not include a remittance header. APC statements archive as a regular statement in the application. When previewing regular statements, if there are APC statements create, a message "Do you want to preview APC Statements?" displays. The statem

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

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

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.

Statements of Automatic Payment Collections

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Processing of Automatic Payment Collections Accounts for Payment

Automatic Payment Collection Reports

Automatic Payment Collections - Statements

Automatic Payment Collections

Automatic Payment Collections

Processing of Automatic Payment Collections Accounts for Payment

Processing of Automatic Payment Collections Accounts for Payment

Automatic Payment Collection Reports

Automatic Payment Collections - Statements

Automatic Payment Collections

Automatic Payment Collections

Processing of Automatic Payment Collections Accounts for Payment