Before you begin
Before you can process a patient's payment, you must activate a batch. You can enter the payment information on the
Payment Entry window only after activating the batch.
- To open the Payment Entry window, do the following:
- In NextGen® Enterprise PM, select Posting.
The Batch Posting window opens.
- Right-click a batch and select Active Batch.
- Double-click the active batch.
The
Payment Entry window opens.
- Select the relevant patient or enter the encounter number.
- Do the following:
- In the Payer field, select Patient.
- In the Pay Amt field, enter the amount.
- In the Pay Code field, select the required transaction code.
Note: The default transaction code does not appear if you select the Override Credit Card Payment Default Transaction Code check box in the Payment Processing preference on the Practice Preference window.
- In the Pay column, enter the dollar amount of the payment.
Note: The CC Pay button appears when you enter all the information required for making the payment.
- Select CC Pay and select Swipe/Insert.
A window opens asking you to complete the payment on card reader.
- Select your device and gateway ID, and then select Process.
- Enter the required information on the VeriFone device.
- Select OK.
The Print Receipt window opens.
- Do one of the following:
- To review the receipt prior to printing, select Preview.
- To print the receipt for the patient, select Print.
- To exit the Print Receipt window, select Close.
