Real-Time Account Balances

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Create On-demand Statements

Before you begin Before generating a statement for a patient encounter, you must add charges to the encounter and then bill it. If a patient has insurance, you must post and process the insurance payments. When all insurance is processed, any remaining balance becomes the patient's responsibility. For more information about statements, go to NextGen Healthcare Success Community and download the latest Billing and Collections User Guide for NextGen® Enterprise PM . from NextGen® Enterprise PM, open a patient encounter. Select the Stmts statements button. On the General tab, select Update Last Statements Dates. Optional: To review the statements, select Preview. The generated statements open in a new window. Note: Statements can include encounters that have the History status, as long as a patient balance exists in at least one encounter. To generate the on-demand statement, select Print, and then select Yes in the confirmation message. In the Statement Run Report window, select the Clos

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Create Statements in Batch Mode

Before you begin Before generating a statement for a patient encounter, you must add charges to the encounter and then bill it. If a patient has insurance, you must post and process the insurance payments. When all insurance is processed, any remaining balance becomes the patient's responsibility. For more information about statements, go to NextGen Healthcare Success Community and download the latest Billing and Collections User Guide for NextGen® Enterprise PM . From the NextGen® Enterprise PM File menu, select Print Forms, and select Statements. On the Statement Options window, in the General tab, select Update Last Statements Dates. Optional: To review the statements, select Preview. The generated statements open in a new window. Note: Statements can include encounters that have the History status, as long as a patient balance exists in at least one encounter. To generate the batch of statements, select Print, and then select Yes in the confirmation message. In the Statement Run Re

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Payments from Patients

Patients can make the following payments directly. Online bill payment after logging on to NextGen® PxP Portal. Online payment without logging on to NextGen® PxP Portal through Pay Now. Pre-check payments. The practice portal staff can make the following payments on behalf of the patient. One time payments from Practice Portal. Budget payments from Practice Portal. CAUTION: To ensure that the payments from patients reach NextGen® Enterprise PM, you must configure the transaction code in Practice Preferences. For more information on configuring Transaction Codes, go to NextGen Healthcare Success Community and download the latest Configuration Guide for NextGen® PxP Portal. A payment made through NextGen® PxP Portal is electronically transmitted to NextGen® Enterprise PM. When the payment is received in NextGen® Enterprise PM, a payment batch is created and the payment from NextGen® PxP Portal is added to it. The payment batch is named as PORTAL_PAYMENTS_dateandtimestamp. For example, if

NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM

Generating Statements

After you create charges and bill encounters, you can generate billing statements in NextGen® Enterprise PM as needed (on demand) or in a batch. NextGen® Enterprise PM generates billing statements as PDF statements and temporarily stores them in the shared network path configured in the System Administrator. For patients enrolled in NextGen® PxP Portal, the system transfers the statements to their NextGen® PxP Portal accounts. When patients log on to NextGen® PxP Portal, they can view the statements and make payments. Important: You must configure the shared network path in Universal Preferences of System Administrator to have the generated statements appear on the Statements tab of NextGen® PxP Portal. For more information on configuring a shared network path, go to NextGen Healthcare Success Community and download the Configuration Guide for NextGen® PxP Portal. NextGen Healthcare recommends that you remove the Prefix practice id onto account number option in the Practice Preferences

Patient Experience Help

Payment Features of NextGen® Pay powered by InstaMed

To pay online, NextGen® Pay provides patients with many options that work together with your clinical portal solutions. NextGen® Pay has the following features for payment: Merchant Account enables the overall processing of payment transactions based on practice, location, or provider accounts at the time of configuration. Online Bill Pay enables patients to set up a portal account and pay bills from within the patient portal using any device. PayNow enables payments without logging on, either from the portal landing page or through a link on your practice website, where patients can quickly pay their bills without logging on to their portal account. eStatements (if applicable) reduces billing costs by displaying eStatements to the patient in all NextGen® Enterprise payment UI (user interface) workflows. Engage Payments (if applicable) enables patients to submit a payment for their upcoming visit or a prior balance as part of their PreCheck process ahead of a visit. Virtual Visit Payme

Patient Experience Help

Pay Bills from NextGen® PxP Portal

Before you begin Ensure that the Online Bill Pay solution is enabled in Site Generator. For more information, go to NextGen Healthcare Success Community, and download the latest User Guide for Site Generator Patients can view a pending balance, store payment methods, view statements (when enabled), and view their payment history for transactions submitted through NextGen® Office Patient Portal, PayNow, NextGen® Patient Engage, and NextGen Virtual Visits™ (as applicable by practice). In NextGen® PxP Portal, select Pay Bills. Image of the available pages on a practice portal page, with the Pay Bills option highlighted with a red box. The Payment page opens on the Balances tab. Image of the Payment page on the Balances tab. If paying the full balance, select the payment method, and then selecting Pay. To pay an alternate amount, select Pay Other Amount, enter the desired payment in the text box, select the payment method, and then selecting Pay.You can also add a payment method by selecti

Real-Time Account Balances

Recommendations

Create On-demand Statements

Create Statements in Batch Mode

Payments from Patients

Generating Statements

Payment Features of NextGen® Pay powered by InstaMed

Pay Bills from NextGen® PxP Portal

Create On-demand Statements

Create Statements in Batch Mode

Payments from Patients

Generating Statements

Payment Features of NextGen® Pay powered by InstaMed

Pay Bills from NextGen® PxP Portal