APC Directory Import Job

Field	Description
Source Directory	Indicates the directory on your computer that you want the job to pull for the InstaMed APC Daily enrollment file.
Move successful files	Indicates the network location or folder to which you want the NextGen® Background Business Processor application to move successfully processed files.
Move failed files	Indicates the network location or folder to which you want the NextGen® Background Business Processor application to move unsuccessfully processed files.
Job runtime alert setting (minutes)	Indicates the number of minutes you want the application to wait before sending out a job runtime alert email.
Job runtime alert email	Indicates the email address of the person or persons to whom the application sends the job runtime alert.

NextGen® Background Business Processor User Guide

APC Directory Import Job

The APC Directory Import job is added to the NextGen® Background Business Processor. This job will retrieve nightly the InstaMed Daily Enrollment file from NextGen® EDI and process the file through NextGen® Background Business Processor. It is recommended that this process be set up in NextGen® Background Business Processor to ensure that this file is processed each evening before APC statements are sent to InstaMed. You can create the job to download and export the APC statements by configuring the fields as described in the following table. Field Description Source Directory Indicates the directory on your computer that you want the job to pull for the InstaMed APC Daily enrollment file. Move successful files Indicates the network location or folder to which you want the NextGen® Background Business Processor application to move successfully processed files. Move failed files Indicates the network location or folder to which you want the NextGen® Background Business Processor applica

NextGen® Background Business Processor Help 8

Eligibility Requests Job

You can create a job in NextGen® Background Business Processor that processes eligibility requests automatically by configuring the fields as described in the table. Field Description Future Appointment Date From/To Indicates the date range for future appointments that you what the job to cover. Financial Class Indicates the financial class that you want to restrict the eligibility requests job to. Service Location Indicates the service location of the practice that you want to restrict the eligibility requests job to. Appointment Resource Indicates the resource that you want to restrict the eligibility requests job to. Appointment Event Indicates the event that you want to restrict the eligibility requests job to. Appointment Status Indicates the appointment status that you want to restrict the eligibility requests job to. Appointment Class Indicates the class that you want to restrict the eligibility requests job to. Eligibility Request Report: Export Format If you indicated that you

Help Guide for NextGen® Enterprise PM 8

Create NextGen® Background Business Processor Packages to Automatically Import the Daily Enrollment File

To automate downloading and importing the APC daily file from the NextGen® Pay powered by InstaMed portal, two jobs may be set up on the NextGen® Background Business Processor. NextGen® EDI will assist you in setting up these jobs for the APC process. The first job is a user specified application job. It uses the automatic NextGen® EDI File Transfer application to retrieve nightly enrollment files generated by NextGen® Pay powered by InstaMed. The second job is an APC Directory Import job. This job processes the APC enrollment files in NextGen® Enterprise PM. This process takes the enrollment file and automatically updates the applicable accounts. The file includes enrollment failures due to invalid credit card numbers or expiration dates, invalid email addresses, and self dis-enrollment by the patient. Note: NextGen® recommends setting these jobs to run nightly for files to be updated daily. Parent topic: Set Up NextGen Background Business Processor Packages to Process the Daily Enrol

Help Guide for NextGen® Enterprise PM 8

Add a Job to Import the Daily Enrollment File

This job imports the daily member enrollment file created by NextGen® Pay powered by InstaMed and contains all of the patients enrolled for a specific day. Access NextGen® Background Business Processor and select Packages > New. Enter the package name in the Package Name field, for example APC Daily Enrollment File. Complete the remaining fields as needed. On the Jobs tab, click the open menu button and select New. The Job Properties window opens. Enter the job name in the Job Name field, for example APC Download. Select User Specified Application in the Job Type field. Enter Run as Practice if you want to change the default practice. Select one of the following notification options in the Upon Completion field: Do not notify Notify on completion Notify on failed Notify on success Enter the preferred email address for notifications in the Notification e-mail field as applicable. In the Setting Name section: Enter the path for downloading the files in the User-Specified Application fiel

Help Guide for NextGen® Enterprise PM 8

Add a Job to Process the Daily Member Enrollment File in NextGen EDI

To set up the APC directory import job to automatically import the APC enrollment files into NextGen® EDI, use the following procedure. Note: The APC enrollment files are imported into NextGen® EDI. It is recommended to add the APC directory import job to the same package that contains all the other APC jobs. Access BBP > Packages > New. The Package Properties window opens. Select the Jobs tab. Select the open menu button and select New. The Job Properties window opens. Enter the job name in the Job Name field. For example, APC File Import. Select APC Directory Import in the Job Type field. Enter Run as Practice field to change the name of the default practice. Select a notify option in the Upon Completion field. Select one of the following: Do not notify Notify on completion Notify on failed Notify on success Enter the preferred email address for notifications in the Notification e-mail field (required). In the Settings section: Note: NextGen® recommends you set up the Source Director

Help Guide for NextGen® Enterprise PM 8

Add Jobs to Process the Daily Member Enrollment File in NextGen EDI

You can set up the APC directory import job to automatically import the APC enrollment files into NextGen® EDI. Note: NextGen Healthcare recommends that you add the APC directory import job to the same package that contains all the other APC jobs. Open NextGen® Background Business Processor. Select Packages > New. The Package Properties window opens. Select the Jobs tab. Select open menu and select New. The Job Properties window opens. Enter the job name. For example, APC File Import. In the Job Type field, select APC Directory Import. In Run as Practice, select a different practice if you want to change the default practice. In Upon Completion, select one of the notification options. Required: In Notification e-mail, enter the preferred email address for notifications. In the Settings section, enter the settings parameters. Note: NextGen Healthcare recommends that you set up the Source Directory, Move Successful Files Row and Move Failed File rows directory on your system. NextGen® ED

APC Directory Import Job

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APC Directory Import Job

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