Set Up Practice Preferences for Credit Card Processors
You can enable credit card processing for your practice using the Payment Processing preference on the Practice Preferences window.
- In NextGen® Enterprise PM, select Admin > Preferences > Practice.
The Practice Preferences window opens.
- Select Payment Processing from the Preference List.
- Select Enable Credit Card Processing to activate credit card processing for your practice.
- Select Allow partial credit on credit card payments to process partial refund amounts that are less than the original credit card payment to the patients.
Note: If you do not select this option, users can only credit the full amount of the original credit card transaction. On the Payment Entry window, the CC Amt and Pay fields display the full amount of the original transaction and cannot be changed.
- Select Save Credit Card Token ID on file to save credit card data as a unique token ID.
- Select Auto Pay Collection Process for automatic collection of payments.
- Select InstaMed as the Credit Card Credit Card Processor.
Note: For more information on configuring the NextGen® PayNextGen® Pay powered by InstaMed credit card processor, see Configure a Practice for Payment Processing
- In the Payment Method section, select one or more of the following payment methods and the unique transaction code applicable to your practice:
- Visa
- Discover
- American Express
- MasterCard
- Check
- Select Override Credit Card Payment Default Transaction Code to override the default credit card transaction code on the Payment Entry window.
Note: You must select a payment method and a default transaction code before selecting the Override Credit Card Payment Default Transaction Code check box. When you select this option, the Patient Cash and Account Cash fields on the Tran Codes preference window are disabled.
- In the Bad Debt Payment Method section, select one or more of the following payment methods and the unique transaction code that your practice accepts for bad debt:
- Visa
- Discover
- American Express
- MasterCard
- Check
Note: The Override Credit Card Payment Default Transaction Code option has no impact on the Bad Debt Payment Method selection. - Select OK.