Agents for Payments

Agent Name	Description
Balance Updates	Gets the updated account balance from NextGen® Enterprise PM and sends it to NextGen® PxP Portal for the enrolled patients.
Secure Payments	Gets the secure payments made by patients and add the payment transaction details to the corresponding account in NextGen® Enterprise PM.
Other Payments	Gets the payments initiated from other applications like NextGen® Patient Engage, Pay Now, and Budget Payment Plan and adds transactions to the corresponding account in NextGen® Enterprise PM.
Statement Preference	Gets the statement preference selected by patients in NextGen® PxP Portal and sends it to NextGen® Enterprise PM.
Statements	Gets account level information from NextGen® Enterprise PM and sends it to NextGen® PxP Portal.
Unapplied Encounter Payment Reconciliation	Automatically reconciles pending copay amounts to encounters using the appointment ID and batches it to NextGen® Enterprise PM as unapplied encounter credits.

Patient Experience Help

Agents for Patient Portal

You can view the agents relevant to the Patient Portal solution under Patient Portal on the Solutions tab. You can also search for and view the configuration of agents associated with Patient Portalon the Agent Configuration tab. Agent Name Description Patient Invite Sends patient invites to NextGen® PxP Portal. Other Processing Status Gets the status of messages sent to NextGen® PxP Portal and updates it in the practice system. Patient Updates Gets patient registration and demographic updates from NextGen® PxP Portal and updates them in NextGen® Enterprise PM. Inbound Messaging Gets patient-initiated messages from NextGen® PxP Portal and sends them to the practice. Outbound Messaging Gets practice-initiated messages and sends them to NextGen® PxP Portal. Read Receipt Gets the time and date when the message was read in NextGen® PxP Portal and sends it to the practice. Unread Message Notification Sends an unread message notification to the practice for messages for which a read message

Patient Experience Help

Agents for Clinical Quality Measure Events

You can view the agents relevant to the Clinical Quality Measure Events solution under Clinical Quality Measure Events on the Solutions tab. You can search for the agents on the Agent Configuration tab to view the agent configuration. Agents Description On Demand Health Data Checks health data requests from NextGen® PxP Portal and gets the requested data from NextGen® Enterprise EHR. Health Quality Measure Events Gets details on events like viewing, downloading and transmission of personal health records (PHR) from NextGen® PxP Portal and sends them to NextGen® Enterprise PM for HQM Reporting module. Login Activity Gets the details on the latest logon activity in NextGen® PxP Portal and sends them to the client system. Referral Sends a copy of the transition document to the NextGen® PxP Portal account of the patient during a referral. Filtered CCDA Gets the requests for filtered PHR from patients and sends them to their NextGen® PxP Portal accounts. Enrollment CCDA Sends consolidated P

Patient Experience Help

Agents for Appointments

You can view the agents relevant to the Appointments solution under Appointment on the Solutions tab. You can also search for and view the configuration of agents associated with Appointment on the Agent Configuration tab. Agent Name Description Event/Appointment Type Data Sync Gets the names and IDs of all events and appointments and sends them to the NextGen® Patient Experience Platform. Inbound Appointment Updates Gets all appointment confirmation updates from NextGen® PxP Portal users and updates the appointment status in NextGen® Enterprise PM. Outbound Appointment Details Gets all the current and future appointment details of a practice and sends them to the NextGen Patient Experience Platform for display of appointments, reminders and notifications. Appointment Data Sync Syncs appointment information from practice to the NextGen Patient Experience Platform based on the specified appointment sync parameters. Parent topic: Turn on Portal Solutions

Patient Experience Help

NextGen® PxP Portal Integration Tool Requirements for NextGen Pay powered by InstaMed Agents

You can view the agents relevant to the payment solution under Payments in the Solutions tab on PxP Portal Integration Tool. You can search for the agents on the Agent Configuration tab to view the agent configuration. These agents must be running for the NextGen® Pay and Statement solutions to integrate with NextGen® Enterprise PM. Agent Name Description Balance Updates Obtains the updated account balance from NextGen® Enterprise PM and sends it to NextGen® PxP Portal for enrolled patients. Note: NextGen Healthcare polls for patient balance changes every 60 minutes If the patient pays their balance in full or partial through the NextGen® PxP Portal, there is no balance displayed to the patient within the portal until an update to the patient’s balance, or a new charge, occurs in NextGen® Enterprise PM. Secure Payments Obtains the secure payments made by patients and add payment transaction details to the corresponding account in NextGen® Enterprise PM. Other Payments Obtains the payme

Patient Experience Help

View Patient Payments in the PxP Portal Integration Tool

Pending payments include account and encounter payments. An account payment becomes pending when the payment does not have a valid guarantor account number or has multiple guarantor account numbers. Co-pay payments made before a visit completed through NextGen® Patient Engage powered by Luma remain pending until encounters are created for the specific appointment IDs in NextGen® Enterprise PM. When relevant encounters are created, the pending co-pay payments are reconciled as the Unapplied Encounter Payment Reconciliation agent runs three times a day: 5 AM to 8 AM, 12 PM to 3 PM, and 7 PM to 11 PM. The PxP Portal Integration Tool searches for encounters using the associated appointment IDs. Open the PxP Portal Integration Tool, and then select the payment icon.The pending payments appear in the Payment window. To view the payments reconciled and posted to the NextGen® Enterprise PM batch, select PAYMENT STATUS - POSTED from the status list, and then select Search.The posted payments ap

Patient Experience Help

Updating Payments from Patients in NextGen® Enterprise PM

All payments with a single and valid guarantor account number are automatically posted to a NextGen® Enterprise PM batch. If a payment has multiple guarantors or does not have a valid guarantor account number, it is routed to the Payment page in PxP Portal Integration Tool. You can verify the guarantor details and the account number and then accept the payment. All payments accepted on the Payment page are automatically posted to the NextGen® Enterprise PM batch. View Patient Payments in the PxP Portal Integration Tool You can view all patient reconciled, rejected, and pending payments routed to PxP Portal Integration Tool. Reconcile Pending Payments in the PxP Portal Integration Tool You can reconcile pending payments manually after reviewing and verifying the guarantor account information. Reconcile Co-pay Payments for Canceled Appointments You can reconcile a payment completed for a canceled appointment by adjusting it with the patient's balance amount in the account. Parent topic:

Agents for Payments

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