Storing Consent Forms

Help Guide for NextGen® Enterprise PM 8

Add a Credit Card on File Using the Key Method

You can store a patient's credit card data in NextGen® Pay powered by InstaMed using a unique token ID. You can view the saved credit card data on the Credit Card on File tab of the Account Profile window. Note: A push-pin icon on the Credit Card on File tab indicates that the patient has an active credit card on file. In NextGen® Enterprise PM, select Account. The Account Lookup window opens. Search and open the required account. The Account Profile window opens. Select the Credit Card on File tab. To add a credit card, select open menu and then select New. A window opens asking you to choose the method to save the credit card data. Optional: If there are existing practice preferences and no user preferences are selected, select one of the payment processing method: For practices with a single MID, the NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter the cheque details. For practices with multiple existing MID's, the Profile and Using Outlet op

Help Guide for NextGen® Enterprise PM 8

Print Consent Forms

After the card holder agrees to store their card data by token ID, you can print the consent form and give it to the card holder for their records. In NextGen® Enterprise PM, select Account. The Account Lookup window opens. Search and open the required account. The Account Profile window opens. Select the Credit Card on File tab. Select Print Consent Form. Select the form you want to print. Select Print. Parent topic: Credit Card on File

Help Guide for NextGen® Enterprise PM 8

Add a Credit Card on File Using the Swipe Method

You can store a patient's credit card data in NextGen® Pay powered by InstaMed using a unique token ID. You can view the saved credit card data on the Credit Card on File tab of the Account Profile window. Note: A push-pin icon on the Credit Card on File tab indicates that the patient has an active credit card on file. In NextGen® Enterprise PM, select Account. The Account Lookup window opens. Search for and open the patient account. The Account Profile window opens. Select the Credit Card on File tab. To add a credit card, select open menu , and then select New. A window opens to choose the method to save the credit card data. Optional: If there are existing practice preferences and no user preferences are selected, select one of the payment processing method: For practices with a single MID, the NextGen® Pay powered by InstaMed web form opens on your default browser and you can enter the cheque details. For practices with multiple existing MID's, the Profile and Using Outlet options

Help Guide for NextGen® Enterprise PM 8

Storing Consent Forms

The purpose of a consent form is for the card holder to give the practice permission to store their credit card information in the system and with NextGen® Pay powered by InstaMed. Forms Enhanced Template- You must use the Forms Enhanced template when creating the form. Electronic Signature- Using a signature pad allows the patient to electronically sign the consent form Printing the form- After the card holder agrees to store their card data by token ID. Then you can print the consent form and give it to the card holder for their records. Parent topic: Credit Card on File

Help Guide for NextGen® Enterprise PM 8

Credit Card on File

NextGen® Pay powered by InstaMed processing enables you to store a credit card on file for patient payments that expedites the payment process for patients who use a credit card, or FSA/HSA card for payment. All card data is stored on the Account Profile > Credit Card on File tab. On the Credit Card on File tab, More than one credit card can be stored. Only one credit card can be active at a given time. A push-pin displays on the Credit Card on File tab of the Account Profile window when an active credit card is on file for a patient The features for the Credit Card on File tab are the following: Add a card on file Review or modify card data Hide or unhide card data on file Print a consent form Enable automatic payment collections if you use NextGen® EDI print services Note: The automatic payment collections feature is only available to practices that use the NextGen® EDI print services. Add a Credit Card on File Using the Swipe Method You can swipe and add a credit card on file on the

Help Guide for NextGen® Enterprise PM 8

Consent Forms for TSYS and InstaMed

The purpose of a consent form is for the card holder to give the practice permission to store their credit card information as a unique token ID in the system. Any sensitive information such as the credit card number or the CVV number is not stored in the system. Forms Enhanced Template - You must use the Forms Enhanced template when creating the form. Electronic Signature - To save the form electronically on a patient's account, the practice must use an e-signature pad. Printing the form - After the card holder agrees to store their card data, by token ID, in the application you can print the form and give it to the card holder for their records. Parent topic: Credit Card on File - TSYS Express Processing

Storing Consent Forms

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Add a Credit Card on File Using the Key Method

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Credit Card on File

Consent Forms for TSYS and InstaMed

Add a Credit Card on File Using the Key Method

Print Consent Forms

Add a Credit Card on File Using the Swipe Method

Storing Consent Forms

Credit Card on File

Consent Forms for TSYS and InstaMed